Good VTC/TAXI portfolio management software centralizes quotes, contracts, deadlines and claims, integrates with your booking platforms and generates automatic reports to manage your business efficiently.
For a specialized VTC/TAXI broker, manually managing dozens of contracts, deadlines, invoices, and claims quickly becomes unmanageable. VTC/TAXI portfolio management software (specialized CRM) allows you to optimize your time, improve customer satisfaction, and secure your processes. But how do you select the solution best suited to your firm? In this article, KT Courtage guides you through the key features , selection criteria , and best practices for deploying a high-performance tool.
The essential features
Centralization of customer and contract data
- Customer files: contact details, quote history and contracts
- Monitoring of deadlines (renewals, payment deadlines)
- Archiving of claims and settlements
Automation of quotes and mailings
- Generation of pre-filled quotes according to the VTC/TAXI profile
- Automatic sending of reminders before the deadline
- Email templates for promotions and cross-selling
Integration with VTC/TAXI platforms
- Connect with Uber for Business , Free Now , Bolt to upload trips and traffic data
- API to synchronize fleet and billing information
Essential selection criteria
1. Ergonomics and handling
Choose an intuitive interface, with a customizable dashboard and mobile access to manage your portfolio on the go.
2. Security and Compliance
- ISO 27001 hosting or equivalent
- GDPR : Consent management and customer access rights
- Automated backup and audit log of actions
3. Analytical and reporting modules
- Key KPIs : number of contracts, renewal rate, claims
- Graphs and Excel /PDF exports for your monthly reports
- Real-time alerts on at-risk customers or abnormal contracts
Budget and pricing models
Licenses vs SaaS
- Perpetual license : high initial cost, annual maintenance
- SaaS (monthly subscription) : rapid deployment, updates included
User or volume pricing
- “Per user” plan suitable for small teams
- “By number of contracts” option for large structures and fleets
Best deployment practices
- Preliminary audit : map your business processes and define the exact needs.
- Trial period : Evaluate several CRMs in real conditions for 1 to 2 months.
- Dedicated training : Train your team to ensure adoption and rapid ROI.
- Progressive piloting : start with the essential modules (quotes, contract monitoring) before activating reporting and API.
Conclusion
Choosing VTC/TAXI portfolio management software is strategic for the sustainable growth of your firm. By prioritizing ergonomics, platform integrations, security, and analytical capabilities, you transform your CRM into a true management and customer loyalty tool.