Overview
Inline CRM supports warranty providers and dealerships with tools to manage leads, contracts, and claims in one place for mid to large companies. While it doesn’t offer a free version, the software’s industry-specific design makes it a practical solution for service contract and warranty sales operations.
Overall Rating
Based on 8 users reviews
4.9
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Inline CRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Inline CRM?
Inline CRM by Inline Data Systems is a cloud-based platform designed for companies selling and managing extended warranties and service contracts, especially in automotive and motorcycle industries. As a niche solution for call centers, dealerships, and warranty providers, it seamlessly connects lead generation through settlement, helping teams prioritize prospects, fund policies, and administer claims. By offering deep data visibility and integrations, Inline CRM resolves fragmented workflows, manual tracking gaps, and scattered communications, turning sales operations into profit driving engines.
Inline CRM Pricing
Disclaimer: The pricing is sourced from third-party websites and is subject to change.
Inline CRM Integrations
Who Is Inline CRM For?
The platform accommodates businesses of all sizes and is well-suited for a wide range of industries including:
- Automotive
- Customer service
- Insurance
Is Inline CRM Right For You?
Inline CRM is a strong choice for businesses seeking better control over sales and service contract operations. It improves workflow efficiency, enhances team coordination, reduces manual errors, and simplifies claim management. Businesses also benefit from greater visibility into performance, faster customer follow-ups, and tools that support long-term client relationships.
Still not sure if Inline CRM is right for you? Our support staff is available at (661) 384-7070 to help you make the right choice.
Inline CRM Features
The sales script builder in Inline CRM sequences greeting prompts, probing questions, and info-gathering techniques so your team stays on track during every call. It customizes scripts per product and funnels, accelerates training, captures session history for compliance, and helps determine which scripts convert best.
Inline CRM’s refund calculator automates complex warranty refunds based on state regulations, contract details, and elapsed time. It eliminates manual lookups and reduces errors, ensuring accurate refunds. Agents simply input basic data, and the system calculates the correct refund instantly, keeping compliance hassle-free.
The software streamlines payroll reporting by compiling each employee’s start date, pay structure, hours, salary, and commissions into clear, real-time dashboards. It replaces spreadsheets with one-click reports, saving time and improving accuracy—making payroll transparent and effortless for both sales and finance teams.
Inline CRM’s sales reports go far beyond basic logs, offering over 20 templates to segment by vehicle make, geography, rep performance, cancellations, and seasonality. The system empowers users to pinpoint high-margin sales, monitor churn drivers, and uncover hidden trends with ease.
Inline CRM’s lead management centralizes prospects in a real-time WIP dashboard, prioritizing high-conversion leads. It automates distribution via customizable queues and user groups, triggers status changes, and offers up-to-the-minute analytics. This ensures prompt follow-up, equitable workload, and improved team productivity.
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