Features & Services

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There are many features of Merlin, too many to list them all, however below are some of the key features that will benefit any contract hire and leasing broker who chooses to adopt Merlin as their strategic platform for running their business on.

Enquiry Management

Manage all of your enquiries either posted via your web site or by telephone. Merlin provides an easy and intuitive interface to track each one and it´s progress. At a glance you can see the status of all enquiries within Merlin, using colour coded flags for quick visual recognition.

manage your new sales leads with merlin

Customer enquiries and sales leads from your website are automatically fed into Merlin and the quotes, customer orders and dealer orders are generated from within the system. The Merlin system tracks the quote all the way through from underwriting, ordering and finally, scheduling a date for chasing up the renewal in 2 or 3 years time.

Automatic PDF generation

create and send pdf order forms and send them to your clients and suppliers

One of the many strengths of the Merlin system is it’s ability to generate PDF order forms on-the-fly, straight from the web interface. PDF files can either be saved to your local machine or sent as an email attachment during the enquiry work-flow.

Enquiry Auditing

quickly trace the history of a sales lead

All activity for any enquiry is recorded, which can be invaluable if you are working within a team environment where sharing enquiry management among peers can happen. You can also add customised notes to the history of an enquiry should the need arise.

Manage Your Deals

Merlin can be used to manage how you want to show deals on your web site. If you don’t have enough, then Merlin will add more for you from a database of many active deals at any given time.

advertise your own unique deals with merlin

You can also add your own deals to the Merlin system too, these are local to yourself and are not visible on any other broker using the system, thus allowing you to maintain exclusivity.

Manage Your Web Site

Together with your deals, you can manage the entire content of your web site. Choose what to publish and where it should go. Take control of your web presence with the built-in content management system.

use the merlin content management system to update your webiste

Other features include:

  • Manage your newsletter subscribers
  • Manage your client testimonials
  • Manage content linking through web-links and quick-links
  • Rich-text content editing and page sorting
  • PDF file library management

Renewals Notification

Never miss a renewal date again with the renewals notification screen within Merlin. You can set the reminder period to any number of months in advance so you can start your renewal campaign when the time is right.

early warning of lease renewals coming up

Easy & Intuitive Web-based Interface

Merlin has been built entirely on web-based technologies, meaning that there is no bespoke client software you need to install on your PC in order to access Merlin. So long as you use a web standards compliant browser, you can use Merlin from anywhere in the world.

get a snapshot of your business performance with the broker dashboard

The Merlin interface leverage’s today’s leading web-based technologies to improve your user experience.

Multi-User System

Merlin can keep track of multiple users and logs all user activity for auditing purposes. All activity can be easily filtered based on enquiry owners.

you can use merlin with any number of employees within your business

Dashboard Reports

You can get a very quick snapshot of your business performance and pending actions straight from the Merlin dashboard, what renewals are coming up, pending deliveries new and expired deals.

multiple dashboard reports provide you with key information

Quick Jump Menu System

The quick-jump menu system provides fast and easy access to all aspects of Merlin, no need to hunt-around, you are just one click away from where you need to be. The menu automatically expands and collapses based on where you are within the Merlin administration screens.

easy navigation to all areas of the merlin system through the easy to use menu system

Email Handling and Alerts

Every time a new enquiry is posted through your web site, you will automatically receive an email alert containing basic information about the client and the nature of the enquiry, allowing you to respond quickly. Merlin allows you to send emails directly to your clients, keeping an audit log of all transactions that can take place for any given enquiry.

receive sales leads straight to you inbox

Extensive vehicle database

Merlin has a very extensive and growing database of well over 21,000 vehicle derivatives, with new models constantly being added all of the time, ensuring you have the latest vehicles available. The database includes commercial use vehicles such as long / short wheel based vans and cars from all leading vehicle manufacturers.

merlin has a mature and comprehensive vehicle database

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