WSOL

Sales and track operations

DANA CRM — ProDrive’s operational workspace

DANA CRM is ProDrive’s operational workspace: from customer relationships and deals to scheduling, track activities, documents and finance. Built around the business, with 19 areas identified as active in the supplied update.

Internal portfolio draft — new material is pending publication approval.

Client
ProDrive
Scope
Sales and track operations
Focus
CRM / Operations
  • CRM
  • Operations
  • Track management
  • Integrations
FIG. 16 / ProDriveDRAFT / FOR REVIEW
Based on a supplied DANA capture, AI-edited for privacy. Names, tasks, dates and financial data have been replaced; these are not real customer records or performance results.
SYSTEM SIGNALSProDriveSales and track operationsCRMOperations

ProDrive’s DANA system brings CRM, activity scheduling, track and race operations, documents, finance and user management into one workspace.

19 active areas in the system navigation.Discuss a similar project

Case study

What needed to work better.

Sales, activity coordination and operational management share one workspace.

01

ProDrive’s operational workspace

Alongside customers and leads, DANA brings together the calendar, tasks, deals awaiting scheduling, licences and insurance, track approval, races and crews. The dashboard combines a management overview with tasks that need attention.

02

Previously documented workflows and connections

Documentation covers leads, follow-up, expiring vouchers, customer coordination history and voucher-lead closure subject to completed activities and eligibility rules. Morning supplies payment status, while Google Drive folders organise internal material.

03

Scope of this presentation

The active-area inventory follows the system menu and the update supplied with the captures. The dashboard is AI-edited for privacy: names, tasks, dates and business data are replaced with demo content. Customer photo sharing is an explicit action; automated renewal emails and an autonomous WhatsApp agent are not presented as delivered capabilities.

Capabilities

The parts that make the work usable.

Customers and sales

Leads · Customers · Contacts · Companies

Scheduling and daily work

Calendar · Tasks · Links · Deals awaiting scheduling

Documents and approvals

Licences and insurance · Important documents · Track approval

Track and race operations

Track · Races · Race crew

Management and oversight

Dashboard · Finance · Users

Intake and system connections

Landing pages · Integrations