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Enhanced Tools for Growing Your Business$1,000AUD
Billed monthly Enquire NowMatrix of Capabilities and Features
CaravanWorks offers a monthly subscription, on a 12-month minimum contract for its digital service platform, providing a comprehensive SaaS solution designed specifically for the caravan, trailer and RV industry.
With a strong focus on Australian Data Compliance, CaravanWorks ensures that all your data is securely managed within state-of-the-art Australia-based Equinix data centres, offering unparalleled performance, security and reliability.
The platform supports multi-device access, allowing users to manage their operations from anywhere on any device, ensuring ultimate convenience.
For businesses requiring more advanced features, our Advanced plan includes concurrent logins and company domain support, enabling businesses to enhance their professional presence.
CaravanWorks harnesses the capabilities of the Mythradon Customer Success Platform, offering a comprehensive suite of features designed to streamline business operations for caravan and trailer manufacturers and dealers. Core functionalities include advanced Account and Contact Management, efficient event management with task scheduling, and meeting planning. Users benefit from access to both personal and shared calendars, global search, and the ability to follow records for enhanced tracking. The platform also features a centralised notification centre, document management, and customisable PDF and email templates. Additionally, CaravanWorks supports sending SMS notifications to customers and partners, address selection and validation, and offers versatile dashboard templates to keep all crucial information at your fingertips.
CaravanWorks offers robust Email Connectivity features to streamline communications. Users can send and receive emails through an integrated email client, supporting both personal and group/shared email accounts. With Microsoft Office 365 email support, CaravanWorks easily connects with your existing infrastructure. The platform provides Unlimited Email Templates for consistent, professional communication, along with Email Filters/Rules to manage incoming messages effectively. Shared inboxes can utilise Group Email Folders to organise and collaborate seamlessly, ensuring teams stay connected and responsive.
CaravanWorks enhances your sales process with comprehensive Sales Support Features designed to streamline every aspect of lead and opportunity management. The platform includes Web-to-Lead integration to capture potential prospects directly from your website, coupled with Automated Lead Assignment for efficient distribution. Lead Management and Opportunity Management tools help track and nurture prospects through the sales pipeline. CaravanWorks supports Caravan Configuration, enabling tailored sales proposals, quotes, and invoices to meet specific customer needs. The system also integrates Sales Invoices and Payments for seamless financial transactions. Access a robust Sales Knowledge Base for valuable insights and leverage Sales Dashboards to monitor performance and drive strategic decision-making.
CaravanWorks’ Caravan Build Management provides comprehensive tools to oversee and streamline the entire caravan construction process. Build Process Tracking offers real-time updates on each stage of the build, ensuring timely and efficient progress. Vehicle Photo Documentation captures detailed images at various build stages for accurate records and quality assurance. Quality Assurance Tracking monitors compliance with standards and identifies any issues early, while Pre-Delivery Checklists ensure that every caravan meets quality and safety requirements before delivery. Together, these features facilitate meticulous management of the build process, enhancing overall product quality and operational efficiency.
CaravanWorks Customer Engagement Tools offer a comprehensive suite for managing and optimising customer interactions. Campaign Management and Target List Management allow you to create and organise marketing campaigns effectively, reaching the right audience with precision. Utilise HTML Email Templates for professional, customised communications, and send Mass Emails with ease. Integrated Opt-out Links ensure compliance with email regulations, while Tracking URLs and Internal/External Landing Page Tracking provide insights into user engagement. With Email Delivery & Read Tracking, you can monitor the performance of your emails, and Campaign and Marketing Dashboards offer a centralised view of your marketing metrics, helping you analyse results and refine strategies for enhanced customer engagement.
CaravanWorks Service and Support Tools are designed to enhance customer service and streamline support operations. Warranty & Claims Management helps track and process warranty requests and claims efficiently. Case Management and Email-to-Case features ensure that all customer inquiries are logged and managed effectively. Access a comprehensive Service Knowledge Base for quick resolutions and utilise Case Automation to streamline repetitive tasks and improve response times. Service Dashboards provide a centralised view of service metrics, while Owner Notification keeps customers informed about their service status. Additionally, the Internal & External Activity Stream facilitates communication and updates within your team and with customers, ensuring transparency and efficient service delivery.
CaravanWorks’ Business Operations functionality streamlines and integrates key operational processes to support efficient management of your business. The platform handles Purchase Invoices, Sales Invoices, and Payments, ensuring seamless financial transactions and clear record-keeping. With Account System Integration for systems like Xero and MYOB, CaravanWorks simplifies accounting and financial management. The Caravan Model Catalog and Product Management features allow easy tracking and updating of product offerings, while Inventory Management ensures you maintain optimal stock levels. Additionally, Freight Tracking provides visibility into deliveries, and External Backups safeguard important business data, offering peace of mind and operational continuity.
CaravanWorks’ Dealer & Customer Portals provide an intuitive and powerful interface for users to manage their interactions and access essential information. The portals feature customisable Dashboards that offer a real-time overview of key metrics and activities. A Self-Help Knowledge Base empowers users to find answers quickly, reducing support inquiries. With Custom Portal Branding, businesses can maintain a consistent brand experience, tailored to their unique identity. Additionally, Role-Based Security ensures that portal users only have access to the appropriate resources and data, enhancing security and improving user management across customer and dealer interactions.
CaravanWorks has robust Authentication & Security functionality to safeguard your data and control user access. Our platform features User Management with Role-Based Security, allowing precise control over access to entities and fields based on user roles. Enhanced security is provided through Multi-Factor Authentication, Password Strength Settings, and Password Recovery Controls to protect against unauthorised access. Comprehensive Authentication & Action Audits offer detailed logs of user activities for accountability. Administrators can enforce security protocols with Administrator Forced Logout and benefit from integration with LDAP and OIDC for seamless user management and authentication across systems. This layered approach ensures that CaravanWorks maintains the highest standards of security and compliance.
CaravanWorks’ System Integration Tools provide a robust set of features designed to seamlessly connect with external systems and streamline data flow. These tools include Web-to-Lead functionality for capturing customer inquiries directly from websites, and comprehensive REST APIs that support all CRUD (Create, Read, Update, Delete) operations, ensuring full interaction with caravan data. To secure API interactions, CaravanWorks offers API User and Access Roles, which control permissions and safeguard sensitive operations. Additionally, Webhooks allow external systems to be triggered based on specific CRUD events, automating processes and improving workflow efficiency. Please note that not all integration features are available across all pricing models, with advanced capabilities reserved for higher tiers.
CaravanWorks Quick Start Package
The CaravanWorks Quick Start Package is designed to streamline your onboarding process by efficiently setting up essential features and configurations tailored to your needs. As CaravanWorks is a hosted application, you don’t need to worry about setting up web servers, email servers, or database servers. Instead, our Quick Start Package focuses on configuring the platform to meet your specific requirements. This includes customising user settings, integrating key functionalities, and ensuring all relevant features are properly configured for your business. With this comprehensive setup, you’ll be up and running quickly, ready to leverage CaravanWorks’ full capabilities with minimal hassle.
Here’s what’s included in the CaravanWorks Quick Start Package:
Proposal Generation
As part of the CaravanWorks Quick Start Package, setting up proposal generation is a critical step in streamlining your sales process. This setup involves configuring the system to create detailed, professional proposals that can be customised to fit your business needs and branding. CaravanWorks allows you to automate the generation of proposals using predefined templates, which can include dynamic content, pricing details, and product specifications. By setting up this functionality, you ensure that your sales team can quickly generate accurate and compelling proposals, reducing manual effort and minimising errors. This not only accelerates the sales cycle but also enhances the consistency and professionalism of your proposals, improving overall efficiency and customer engagement.
Contract Management
The setup of Contract Management is designed to streamline the creation, tracking, and management of contracts for caravan sales. This setup includes configuring templates for standard contracts, which can be customised to reflect the unique terms and conditions of each sale or agreement. Contracts are directly linked to relevant customer, dealer, or caravan records, ensuring all parties have access to the most up-to-date and legally compliant documents, enhancing transparency and operational efficiency.
Build Stage Configuration
As part of the CaravanWorks Quick Start Package, configuring the build stages involves setting up and customising the specific phases of the caravan construction process to align with your manufacturing workflow. This setup includes defining each of your specific build stages, specifying the tasks and milestones associated with each stage, and configuring the system to track progress accurately. By tailoring these build stages to your operational needs, CaravanWorks ensures that each step of the construction process is systematically monitored and managed, facilitating seamless transitions between stages and enhancing overall efficiency. This configuration helps streamline the build process, reduce errors, and improve visibility into the caravan’s progress from start to finish.
Accounting System Integration
Setting up Accounting System Integration ensures seamless financial management by connecting CaravanWorks to your preferred accounting software. With standard adapters available for popular platforms like Xero and MYOB, businesses can automate the flow of financial data, such as invoices, payments, and customer accounts, directly between CaravanWorks and these systems. For those using different accounting solutions, CaravanWorks offers flexibility through custom development options or integration using REST APIs combined with platforms like Zapier, Make, or n8n. This integration streamlines financial operations, reduces manual data entry, and minimises errors, providing a cohesive experience across your sales and accounting processes.
Caravan Models
The tuning of Caravan Models is a crucial step in customising CaravanWorks to meet the specific needs of each customer. While CaravanWorks comes with a comprehensive set of fields on the Caravan Model Entity, covering a wide range of internal and external options, these need to be fine-tuned with additional fields, picklist values, and customised screen layouts to align with the unique specifications of each manufacturer or dealer. Some caravan models may offer different options or features compared to others, and configuring these details accurately is essential for streamlining the sales-to-delivery process. Properly set up caravan models minimise data entry, reduce the risk of errors in quotes and proposals, and ensure a smoother build process, ultimately enhancing efficiency and accuracy across your operations.
Quality Compliance Registers
As part of the CaravanWorks Quick Start Package, setting up Quality Compliance Registers is essential for ensuring adherence to stringent regulations and quality assurance standards in the caravan and trailer manufacturing industry. This setup involves configuring registers that track compliance with ISO standards and other regulatory requirements specific to your manufacturing processes. By establishing these registers, CaravanWorks helps you maintain detailed records of quality checks, inspections, and compliance activities. This ensures that your operations meet required standards, facilitates audits, and supports continuous improvement efforts. Effective quality compliance management not only helps in maintaining high product standards but also boosts confidence among dealers and customers by demonstrating your commitment to quality and regulatory adherence.
Freight Company Tracking
The setup of Freight Company Tracking in CaravanWorks enhances your ability to monitor and manage delivery statuses with ease. This setup integrates with various freight and postage carriers, such as DHL, CouriersPlease, StartTrack/Australia Post, and others, enabling you to quickly track the status of any shipment recorded in the system. By configuring this functionality, you streamline the process of finding real-time updates on freight deliveries, allowing you to access shipping information with a single click. This integration not only improves visibility into the status of deliveries but also helps manage logistics more efficiently, ensuring timely updates and better communication with dealer and customers.
User, Teams & Access Roles
Setting up user accounts, teams, and access roles in CaravanWorks is a crucial step in tailoring the platform to your organisation’s needs. This process involves creating individual user accounts, assigning them to specific teams, and defining their access roles based on their responsibilities. By configuring these elements, you ensure that each user has appropriate permissions and access to relevant features and data within CaravanWorks. This setup not only enhances security by controlling who can view or modify information but also streamlines workflow by aligning user roles with their respective tasks and team structures. Properly setting up user accounts, teams, and access roles helps maximise efficiency and collaboration across your organisation.
Email Accounts and Domain Verification
Setting up both personal and group email accounts and domain verification in CaravanWorks is essential for ensuring seamless email communication through the platform. This setup involves configuring your email accounts to integrate with CaravanWorks and verifying your domain to authenticate that emails are sent from your CaravanWorks domain. Domain verification is a critical step as it helps establish the legitimacy of your email communications, improves deliverability, and prevents your emails from being flagged as spam. By completing these configurations, you ensure that all email correspondence, whether it’s sending quotes, proposals, or updates, is professionally managed and appears trustworthy to recipients, enhancing your overall communication effectiveness and brand credibility.
Menu Configuration
As part of the CaravanWorks Quick Start Package, Menu Configuration involves setting up and customising the navigation menus to align with your business needs. This process ensures that the menus within CaravanWorks are tailored to reflect the specific modules, features, and functions relevant to your operations. By configuring the menus, you can streamline access to essential tools and data, making it easier for users to find and use the functionalities they need. This personalised setup enhances user experience and efficiency by organising the platform in a way that supports your team’s workflow and operational requirements.
PDF & Email Templates
Tuning PDF and email Templates is an essential part of the CaravanWorks Quick Start Package, allowing you to create professionally branded documents and emails such as quotes, invoices, and contract proposals. While CaravanWorks provides a range of example templates, most customers prefer to customise these templates to reflect their unique corporate branding and style. This setup process includes adjusting logos, color schemes, fonts, and layouts to align with your brand identity, ensuring that every document sent to customers and partners maintains a consistent and polished look. Properly configured PDF and email templates not only enhance brand recognition but also lend a professional touch to all customer communications, reinforcing trust and credibility.
Dashboard Configuration
Configure dashboards to reflect your organisation’s branding and the specific information you want to display. Dashboards are a powerful tool for providing a visual overview of key metrics and insights, enabling users to quickly access the data that matters most to them. This setup process involves configuring the layout, colour schemes, and style to match your brand, as well as selecting and organising the widgets, charts, and data points relevant to your business operations. Whether it’s sales performance, lead tracking, or customer service metrics, the customised dashboards in CaravanWorks ensure that every team member has a clear, concise view of their critical information, helping to drive more informed decisions and improved business outcomes.
Search Filters & Global Search
Setting up search filters and global search entities ensures that users can quickly find the information they need across the platform. This setup involves configuring customised search filters tailored to your business’s specific requirements, allowing users to narrow down search results to relevant records such as accounts, contacts, caravans chassis, leads, or opportunities. Additionally, configuring global search entities allows you to define which types of data are included in global search results, making it easier for users to access the most pertinent information with just a few clicks. By optimising these search functionalities, CaravanWorks helps improve efficiency, reduces time spent searching for data, and enhances the overall user experience by providing more accurate and accessible information.
Address Validation
CaravanWorks can be setup to integrate with the Google Maps APIs to streamline and enhance the accuracy of entering addresses. This setup allows users to quickly verify and auto-complete addresses as they are entered, reducing errors and ensuring consistency across all records. By leveraging Google Maps’ powerful geolocation and address database, CaravanWorks helps prevent common issues like typos, incomplete entries, or incorrect addresses. This not only saves time during data entry but also ensures that customer and dealer information is reliable, facilitating smoother communication, deliveries, and service calls. Properly configured address validation improves data quality, enhances operational efficiency, and provides a better overall user experience.
Knowledge Base Articles
The setup of knowledge base articles is a key component of the CaravanWorks Quick Start Package, designed to help you build a strong foundation for your internal or external knowledge base. As part of this setup, we assist in creating several initial articles that serve as a starting point, covering essential topics relevant to your business, such as product information, troubleshooting guides, or customer service FAQs. These articles not only provide immediate value by helping users quickly find answers but also demonstrate best practices for organising and formatting content. By setting up these initial articles, CaravanWorks equips your team with the knowledge and framework needed to expand and customise the knowledge base further, ensuring it evolves into a comprehensive resource tailored to your specific needs.
Web-to-Lead Capture
The setup of Web-to-Lead functionality, included in the CaravanWorks Quick Start Package, involves integrating your company’s website with CaravanWorks to seamlessly capture and manage leads. This setup allows potential customers to submit their details directly from web forms on your site, which are then automatically imported into the CaravanWorks CRM as new leads. Our team assists with configuring these web forms and ensuring they align with your business requirements and branding. This integration not only streamlines the lead capture process but also enables automatic lead assignment, notifications, and follow-up actions, empowering your sales team to respond quickly and effectively. By setting up Web-to-Lead, CaravanWorks enhances your lead generation capabilities, improves sales efficiency, and ensures that no potential customer is missed.
Email-to-Case
The Email-to-Case setup in the CaravanWorks Quick Start Package streamlines customer support by converting incoming emails to your service address into trackable cases within the platform. Our team sets up the email integration, case creation rules, and auto-acknowledgement emails to ensure all customer inquiries are automatically logged, managed, and promptly acknowledged. This setup enhances support efficiency, improves response times, and provides a clear record of customer interactions while ensuring customers receive immediate confirmation that their requests are being processed.
Case Automation Rules
As part of the CaravanWorks Quick Start Package, the setup of Case Automation Rules helps organisations manage cases more efficiently by automating key processes based on predefined criteria. Case Automation Rules can be configured to perform actions such as assigning team ownership, changing the case priority or status, and sending email notifications. These rules are particularly useful for maintaining service standards, as they trigger after a period of inactivity on a case record. For example, if a new 'High' priority case is created by a customer through the portal and remains inactive for more than two hours, an automated rule can send an email alert to the assigned user to prompt immediate action. This setup ensures timely responses, improves customer satisfaction, and keeps cases from falling through the cracks.
Dealer & Customer Portals
The setup of dealer and customer portals is a crucial element of the CaravanWorks Quick Start Package, designed to enhance self-service capabilities and streamline interactions. We assist in configuring dedicated portals for both dealers and customers, tailored to provide easy access to essential features such as submitting service requests, tracking orders, and accessing user guides. The portals are customised to reflect your branding and operational needs, allowing users to manage their activities efficiently. By setting up these portals, CaravanWorks empowers dealers and customers with direct access to relevant information and services, improving overall engagement, support efficiency, and satisfaction.
Portal Access Roles
The setup of Portal Access Roles for both dealer and customer portals is an integral part of the CaravanWorks Quick Start Package, ensuring that users have the appropriate permissions and access within each portal. We configure distinct access roles for dealers and customers, defining what each user type can view and manage within their respective portals. This includes setting up roles for tasks such as submitting service requests, tracking orders, and accessing specific documentation. By establishing these roles, CaravanWorks ensures that users have tailored access to the features and information relevant to their needs, enhancing security and streamlining portal functionality. This setup helps maintain efficient operations and a positive user experience by aligning access with each user’s role and responsibilities.
Tailored Solutions & Enhancements
We offer tailored solutions including data migration, custom integrations, website and mobile app development, all seamlessly integrated with CaravanWorks.
Data Migration & Cleaning
Ensuring smooth, accurate migration of legacy data into CaravanWorks with thorough cleansing to eliminate duplicates and errors.
Custom Development
The CaravanWorks platform is highly customisable and can be extended to accommodate a wide range of custom business applications. Whether it's integrating unique workflows, developing bespoke features, or automating complex processes, we tailor CaravanWorks to meet your specific business needs. Our expert team can build custom modules, connect third-party systems, and create personalised user interfaces, ensuring the platform adapts seamlessly to your operations. With our custom development services, CaravanWorks becomes a fully scalable solution capable of handling specialised requirements across any business.
High-Impact PDF and Email Templates
We design tailored, high-impact PDF and email templates that align with your brand, ensuring consistency and professionalism in all customer and partner communications. These templates integrate seamlessly with CaravanWorks, streamlining document generation and enhancing your business's communication efficiency.
Design and Creation of Product and Company Videos
We offer professional video production services to showcase your caravans and trailers, including drone footage and 3D visuals. Our custom videos are designed to highlight your products and company, providing engaging content that enhances your brand presence across digital platforms. These services integrate seamlessly with CaravanWorks to support your marketing efforts.
Custom Artwork for PDF and Email Templates
We offer bespoke design services to create visually compelling artwork for your PDF and email templates. Our designs are tailored to reflect your brand identity, ensuring a professional, cohesive look across all communications, while integrating smoothly with CaravanWorks for streamlined document and email generation.