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Power CRM is for vehicle-protection associations and tracking centers that need to manage sales leads, quotes, and enrollments in one workflow. Leads can come from a website landing page, a consultant’s unique link or QR code, or an imported contact list. A sales pipeline helps teams track each opportunity from initial quote through negotiation, vehicle inspection, and completed enrollment, with activity reminders and a view of each consultant’s deals. Consultants can prepare vehicle quotes using license-plate lookup, share plan comparisons or customized PDFs, and send quotes to leads via WhatsApp. Associations can also offer online enrollment and payment, with commissions assigned automatically for eligible online transactions. Financial dashboards and sales reports help managers monitor activity and results. The platform also supports sending enrollment and vehicle details to SGA and requesting vehicle inspections through App Visto.
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