Grow loyalty with financial relationships.
Unite all driver, vehicle, retail, and financial data with the #1 AI CRM software for automotive captive finance. Improve the vehicle ownership journey and drive better driver and household relationships.
Create a trusted source of truth.
Streamline your captive finance business processes and unite driver, vehicle, retail, and financial data with the #1 AI CRM for automotive.
- Get one view of a driver's vehicle finances. Access a comprehensive view of important financial account data, including loans and leases, balances, transactions, or related assets – all in one platform.
- Drive better buying experiences. Get a detailed view into vehicle financial history for smarter customer and household interactions, and see all the current automotive loans and leases under one roof.
- Improve loan collaboration. Simplify the loan origination process between dealers and lenders with visibility into lease accounts and associated vehicles.
Improve the ownership journey.
Drive lifetime loyalty with your driver and their household with personalized financial engagement at scale.
- Use purpose-built tools. Leverage out-of-the-box workflows, apps, and configurations built for captives, and customizable for your needs.
- Simplify lending processes. Collaborate more effectively between dealers and lenders, and ensure that every customer touchpoint feels on-brand and personalized.
- Improve loan collaboration. Simplify the loan origination process between dealers and lenders with visibility into lease accounts and associated vehicles.
Drive partner collaboration.
Connect systems, automate processes, and empower your partners with a secure view into every loan, lease, or billing touchpoint.
- Manage the entire financial transaction. Use one platform to manage the entire vehicle purchase transaction, from application processing to ongoing loan or lease management.
- Consolidate household communications. Streamline billing and marketing communications with one profile of a driver and their household, and drive lifetime loyalty.
- Personalize the entire ownership journey. Provide personalized financial engagement across any touchpoint with one view of every financial milestone.
Keep up with the latest trends, insights, and conversations for captive finance.
Ready to take the next step with the #1 AI CRM for the automotive industry?
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Salesforce Automotive Captive Finance Software FAQ
Automotive finance CRM software helps automotive organizations manage driver, vehicle, and automotive financial data more effectively, to drive valuable relationships and increase revenue. Any customer-facing team or representative can use an automotive CRM to get secure visibility into driver data.
Automotive lending CRM software is recommended for automotive captive finance businesses looking to improve customer and partner (OEM) relationships and take action on information related to loans, leases, vehicle titles, financial transactions, and balances to improve the customer experience.
Automotive captive finance organizations benefit from automotive lending CRM software by streamlining their captive finance business processes with visibility into their customers’ automotive loans and leases, balances, transactions, related assets, and titles.
First, determine what you want automotive finance software to solve. An automotive finance CRM should include visibility into data including vehicle and driver information, automotive loans and leases, balances, transactions, related assets, titles, embedded analytics and AI, and more.
