CaravanWorks for Sales Professionals
CaravanWorks is a powerful Sales Management System specifically designed for manufacturers and dealers in the caravan industry. It equips your sales team with the tools they need to close deals more quickly while giving management unparalleled insight into forecasted revenue, enabling more accurate planning and decision-making.
Sales Tools
CaravanWorks equips your entire sales team, including dealers, with the tools to effectively track and manage your Customers and Contacts, providing a clear view of all relationships and interactions. It enables streamlined management of Sales Leads and Opportunities, allowing the team to capture, prioritise, and convert leads into deals efficiently.
The platform also centralises Customer Communications, including calls, emails, meetings, activities, and events, ensuring all team members have visibility into every customer interaction.
Additionally, CaravanWorks supports the creation and management of Quotes, Proposals, Contracts, and Sales Invoices, providing a seamless workflow from initial contact to final sale, enhancing collaboration and driving sales success.
Customer & Contacts
Accounts and Contacts are the foundation of every business, and CaravanWorks' robust Account and Contact management features are specifically designed to meet the needs of caravan manufacturers and dealers.
CaravanWorks simplifies the process of searching, tracking, storing, and managing all Account and Contact information, providing a centralised and secure platform.
This allows businesses to easily maintain detailed records of customers, dealers, suppliers, and other key stakeholders, ensuring efficient access to critical information, fostering stronger relationships, and supporting better decision-making across the organisation.
Leads & Opportunities
CaravanWorks offers powerful Sales Lead and Opportunity management functionality, enabling businesses to efficiently capture, track, and nurture leads through the sales pipeline.
With CaravanWorks, users can seamlessly convert leads into opportunities, assign them to sales teams, and monitor their progress with real-time updates.
This streamlined process helps manufacturers and dealers prioritise high-value prospects, reduce response times, and increase conversion rates.
By providing a centralised platform for managing these records, CaravanWorks ensures greater visibility, accountability, and alignment across sales teams, ultimately driving revenue growth and enhancing customer relationships.
Centralised Communications
CaravanWorks provides a comprehensive solution for tracking all customer communications, whether you're a dealer selling caravans to the general public or a manufacturer selling directly to dealers.
The platform enables your sales team to log and manage every interaction—such as emails, phone calls, meetings, and follow-ups—ensuring that all team members have complete visibility into customer engagement.
By centralising communication records, CaravanWorks helps teams stay coordinated, avoid duplicate efforts, and maintain a clear history of each potential sale.
This holistic approach allows you to focus on high-potential opportunities, build stronger relationships, and drive more sales, whether to individual customers or dealer networks.
Quotes & Sales Invoices
CaravanWorks offers robust Quotes and Sales Invoicing functionality designed to streamline the entire sales process for caravan manufacturers and dealers.
The platform enables users to quickly generate accurate, professional quotes directly within the system and easily convert them into sales invoices once a deal is confirmed.
With seamless integration to Xero and MYOB accounting systems, CaravanWorks ensures that financial data flows effortlessly between your sales and accounting departments. This integration eliminates manual data entry, reduces errors, and provides real-time visibility into financial transactions, helping businesses maintain efficient operations, improve cash flow management, and enhance overall customer service.
Proposal in Minutes
CaravanWorks provides streamlined electronic proposal generation and contract acceptance functionality that simplifies the sales process for caravan manufacturers and dealers.
The platform allows sales teams to quickly create customised, professional proposals tailored to each customer's specific needs, complete with pricing and terms & conditions.
These proposals can be sent electronically, enabling customers or dealers to review, negotiate, and accept contracts online, significantly speeding up the sales cycle.
CaravanWorks also tracks each step of the proposal and contract process—from when it is sent to when it is viewed and accepted-ensuring full visibility and accountability.
This end-to-end digital workflow reduces paperwork, minimises delays, and enhances the overall customer experience, allowing businesses to close deals more efficiently.
Tailored Configurations
Personalised to Perfection
Customise each caravan to fit customer needs with a full audit history of every change.
Instant Proposals
Complete and Ready
Create and send proposals with pricing, terms, expiry dates, and attachments in minutes.
Real-Time Tracking
Stay Informed
Track caravan builds with real-time updates and automatic customer notifications at every stage.