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Reynolds Users... What are you desking deals with?

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# Summary A Reynolds ERA user asks the community what desking/proposal tools other dealers use since Reynolds' native CRM lacks a functional proposal feature for printing. The user currently relies on a custom Excel spreadsheet for purchase vs. lease comparisons but notes it has workflow limitations—proposals can't be saved for handoffs between managers or retrieved during follow-up calls. The thread seeks recommendations for desking tools that integrate with Reynolds to solve these operational gaps.

tomfohr

tomfohr

CSI Bandit
Dec 15, 2011
54
10
First Name
Tom
#1
Just curious to see what other Reynolds users are using to desk deals with being the ERA doesn't exactly offer a proposal to be printed and neither does ReyRey CRM.

We use a Excel program that compares Purchase Vs Lease but the major downfall is that there is no way to save where you left off so that another manager can take over or so if you are making follow up calls that you can have the deal in front of you.

Anyone know of any desking tools that integrate with Reynolds?
 

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# Summary A Reynolds ERA user asks the community what desking/proposal tools other dealers use since Reynolds' native CRM lacks a functional proposal feature for printing. The user currently relies on a custom Excel spreadsheet for purchase vs. lease comparisons but notes it has workflow limitations—proposals can't be saved for handoffs between managers or retrieved during follow-up calls. The thread seeks recommendations for desking tools that integrate with Reynolds to solve these operational gaps.

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