Automotive CRM & DMS

Quickpage + CDK CRM

Listed on the CDK Fortellis marketplace. Reps search CDK CRM (formerly Elead) customers from the share window, and every share, view, chat, and form submission is posted as a note on the opportunity.

Vendor
CDK Global
Category
Automotive CRM & DMS
How it connects
Connected through the CDK Fortellis marketplace with your subscription ID.
Best for
Dealerships on CDK CRM (formerly Elead) who want video activity visible in CRM reporting.

What moves

Exactly what flows, in each direction

No vague talk of syncing. Here is what the connector actually does.

From CDK CRM into Quickpage

  • Customer search
  • Employee list, for rep mapping
  • Opportunity lookup

From Quickpage into CDK CRM

  • A note on the customer record for every interaction: the page shared, opened and watched, each chat or text, and any form submitted
  • A note on a newly created opportunity when there is no existing one
  • Email open tracking

In practice

Follow-up that shows up in the manager’s CDK CRM review

  1. A rep opens the share window in Quickpage and searches CDK CRM by name, phone, or email

  2. They pick the matching customer, no copying and pasting a record ID

  3. The page goes out by email or text from the rep’s own identity

  4. CDK CRM gets a note the moment it is sent, and another the moment it is watched

CDK CRM

Connect CDK CRM to Quickpage

Bring your setup to a demo and we will confirm the fit before you commit to anything.

No contract on Essential. Free migration from your current tool.