Kicking Off Fall with Fresh Innovations

Streamline Your Workflow with DriveCentric’s New Portal Feature

DriveCentric’s new Portal feature simplifies attachment management. Now, you can send your customers a secure link to easily upload their documents, pictures, videos and more. All attachments are conveniently stored in Portal, located within the Customer Card. This centralized system not only simplifies the process of managing attachments but also ensures that everything is securely organized and easily accessible. Explore Portal today and experience how it can streamline your workflow.

Simplify Customer Information Gathering with the Send Credit App

 Streamline the process of gathering essential customer information with the Send Credit App. Simply send your customers a secure link, and they can easily provide the necessary details for a credit application. All the information is automatically updated within the CRM, ensuring you have accurate, up-to-date data without the hassle of manual entry. Simplify your workflow and keep your CRM current with the Send Credit App.

Simplify User Management with DriveCentric’s Permission Groups

Managing user access just got a whole lot easier with DriveCentric’s new Permission Groups feature! Instead of painstakingly assigning permissions to each user individually, you can now create a group with the right access levels and apply it to multiple users in one go.

This smart feature not only saves you time but also ensures consistency across your team, making sure everyone has the appropriate access based on their role.

Streamline your user management and keep your system organized with Permission Groups. Give it a try and experience the efficiency for yourself!