IZIFLO

Home and interface 17

• Login with your Office 365 account to iziflo
• Logging out of iziflo
• Modify your profile and password
• Add your phone number and your default language
• Edit your preferences on iziflo

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Contacts 8

• Search for a contact card
• Create a contact card
• View the contact form
• Edit the contact form
• Attach files as an attachment

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Calendar 6

• Create an appointment from the calendar menu
• Create an appointment from the contacts menu
• Modify or delete an appointment
• Add reminders in your calendar
• Display your calendar

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Deals 41

• The DEALS menu
• Transactions status in the DEALS menu
• Create a prospect
• Find a prospect
• Modify or convert a lead

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Financial plan 6

• Create a consolidated financial plan (PF) for all the chassis
• Modify and confirm the financial plan (PF)
• Financial plan (PF) Validation - Default Display
• Mass validation of multiple financial plans (FPs)
• Sales file completion

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Stock 18

• Consult the stock
• Find a chassis
• View the chassis information
• Access chassis' record
• Make a preparation request

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Blockage and hazards 5

• Report a hazard
• Modify or delete hazards
• Processing hazards
• Manage hazards via Excel
• Block a chassis

Delivery / Transfer 12

• Schedule a delivery
• Modify or cancel a delivery (Calendar and Stock)
• Confirm a delivery
• Schedule a transfer
• Generate the transfer order

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Possible actions on a chassis 14

• Request an option
• View my options requests
• Modify or cancel an option request
• Moderate the option request
• Schedule a test drive

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Report / Chart 6

• Pre-configured reports
• Create a graph
• Share a graph
• Vehicle transfer costs report
• Monthly transfers follow up

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Leads 15

• Approach and leads management
• Setting up user rights
• Leads integration
• View and leads assignment to sales rep
• Manual and mass assignment of leads to a sales representative

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Campaigns 18

• Create a campaign
• Campaign call management
• Campaign statistics
• Export campaign results
• Processable / unprocessable contacts

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Products 13

• Products menu
• Create a model in the products menu
• Create a version in the products menu
• Version modification
• Product administration

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Settings 14

• Zone, branches, companies and dealership settings
• Create a new user
• Duplicate a user profile
• Modify a user
• Create a new profile

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CERFA signed in attachments 1

• Administrative documents

Products 1

• Adding media to a brand

Excel export - Choose the language 1

• Excel export - Choose the language

Campaigns 3

• Marketing campaigns - Excel segmentation
• Marketing campaigns - Preset segmentation
• CSS Campaigns - Targeting criteria

Stock 2

• Administrative follow-up columns
• IZIFLO Light + Import and stock update

Parameters 1

• Steps to modify user email and DMS ID in Iziflo:

Release Notes 5

• Release notes - 2.3.0 - August 2025
• Release notes - 2.2.0 - January 2025
• Release - 2.1.0 - August 2024
• Release Notes - 2.0.0 - february 2024
• Release Notes - 1.11.0 - july 2023

Contact card management 3

• Send creation order to DMS
• Create a contact card
• Retrieving the history of work orders invoiced to the client

Vehicle card management 3

• Manage drivers and owners
• Retrieve the vehicle's RO history
• Data synchronization between the DMS and Iziflo

Appointment requests 5

• Audio recording - Transcription of the customer's request
• Schedule appointments internally
• Appointment duplication
• Process appointment requests from the website form into leads
• Online appointment request form - lead creation

Job schedule 8

• Job status follow up
• Late jobs alerts
• Job status follow-up
• Planning assistance on the job schedule
• Tasks taken into account for workload calculations

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Drop-off/pick-up schedule 4

• Mobile app for vehicle walkaround, with photos & video recordings
• Drop-off and collection schedule
• Document signing via tablet (Wacom)
• Management of Specific User Schedules (Services advisors and Technicians)

Workload schedule 3

• View workload by workshop
• View workload by resource
• Time-off management

Communication 5

• Customer communication - Manual SMS
• Customer facing appointment-tracker
• Automatic SMS
• Automatic emailing
• Waiting room screen with advertising

Lead 2

• Switch a lead to the Sales section (and back)
• Processing an appointment request received as a lead

Notifications 0

RO management 1

• Consult and associate a Repair Order (RO)

Settings 2

• QR Code Generation for Appointment Booking
• Status Flow Management