Service contract sales & operations software
Vector CRM gives companies that sell and manage service contracts the software to import campaigns, work leads, quote coverage, collect payments, generate contracts, and track performance—without stitching tools together.
Vector CRM
Service contract sales workspace
One operating system for the business
Leads · Quotes · Contracts · Payments · Reporting
Two Markets. One Platform.
Give each sales workflow the industry context it needs while keeping leadership, operations, payments, and reporting on one shared software platform.
Vehicle service contracts
Give VSC teams a vehicle-aware sales workspace for high-volume lead intake, coverage quoting, payment plans, contracts, and partner-ready operations.
Home service contracts
Organize homeowner and property context, eligible plans, coverage selections, contracts, payments, and follow-up in one clear workflow.
The Shared Platform
Generic CRMs track contacts. Vector CRM connects campaigns, product context, pricing, payments, contracts, reporting, and partner workflows for both vehicle and home coverage.
Bring in direct-mail, digital, partner, and vendor leads in large batches, validate the data, and preserve source costs from day one.
Keep customer, vehicle or property details, coverage context, notes, dispositions, and activity together so reps have the full story before every call.
Move from quoted coverage to signed sale with contract workflows, customer-facing purchase links, down payments, monthly plans, and stored payment methods.
Track product, state, salesperson, campaign, intake quality, commissions, and payment activity from the same source of truth.
Give agents, team leads, support reps, managers, dealers, and admins the right view with role-based permissions, team rosters, and audit history.
Manage programs, pricing, payment gateways, email templates, branding, dispositions, and workflow settings without engineering help.
One Connected Workflow
Vehicle and home service contracts have different details, but the software behind each sale should keep reps, managers, administrators, and partners equally aligned.
Import high-volume lead files, assign ownership, preserve source costs, and keep channels, partners, and campaigns organized.
Reps see the customer, vehicle or home context, disposition history, notes, pricing, and follow-up path in one guided workspace.
Quote the right coverage, capture payment details, support payment plans, send purchase links, and prepare the contract data partners need.
Managers get revenue, conversion, ROI, commissions, product, campaign, and payment reporting without rebuilding the story in spreadsheets.
Revenue Intelligence
Vector CRM ties sales outcomes back to acquisition costs, campaign source, product line, rep activity, and payment status so leadership can make decisions from real operating data.
Product, state, salesperson, campaign, intake source, team, and payment views are ready for daily management.
Schedule recurring report emails for the teams and report types each user is allowed to access.
Download reporting data or prepare partner-ready contract exports for finance, administrator, and operational workflows.
Performance overview
All protection products
Vehicle
Product performance
Home
Product performance
Campaign contribution
A clear source-to-sale view
Control and Compliance
Protection product operations need speed, but they also need accountability. Vector CRM keeps permissions, payment flow, and history close to the work.
Subdomain-aware branding and configuration help each organization operate in its own environment with the right settings and workflows.
Payment workflows are designed around tokenization and gateway routing so teams can sell without casually exposing sensitive card data.
Agents, team leads, support, dealers, managers, and admins can each be limited to the screens and data their work requires.
Lead notes, status changes, team assignment changes, and contract activity give managers a clearer trail of what happened and when.
FAQ
Bring how your company markets, sells, funds, and manages vehicle or home service contracts. We will map your lead intake, sales process, payments, reporting, and partner handoffs to one connected platform.