Dealership CRM, All the features, none of the hassle

Dealership CRM gives you a bird’s-eye view of your dealership.

Customers

Dealership CRM makes it easy to build and maintain your customer relationships and gives you everything you need to know about the people, companies and organizations you do business with.

Contacts

Say goodbye to spreadsheets. Import your customers and keep a record of their name, address, spouse’s details and the units they own.

Communication

See the whole history of your customer interactions – including email, calls, files, notes and more.

Units & servicing

By keeping track of the units you’ve serviced and their registration dates, you can send service reminders to keep your customers coming back every year. 

Contacts

Say goodbye to spreadsheets. Import your customers and keep a record of their name, address, spouse’s details and the units they own.

Communication

See the whole history of your customer interactions – including email, calls, files, notes and more.

Units & servicing

By keeping track of the units you’ve serviced and their registration dates, you can send service reminders to keep your customers coming back every year. 

Attach documents

Attach agreements, quotes, proposals and any other files you need.

Create notes

Take notes directly within each deal and contact record, so that your whole dealership team is on the same page.

Create tasks

Assign tasks to individual sales, service or parts staff, either manually or with automations.

Attach documents

Attach agreements, quotes, proposals and any other files you need.

Create notes

Take notes directly within each deal and contact record, so that your whole dealership team is on the same page.

Create tasks

Assign tasks to individual sales, service or parts staff, either manually or with automations.

Tags

Use tags to group together customers who have  the same units so you can market to them

Conversations

Automate your sales funnel. Create nurture campaigns for the deals that aren’t quite ready to close.

Track activities

Track the performance of individual members of your team and your sales funnel.

Tags

Use tags to group together customers who have  the same units so you can market to them

Conversations

Automate your sales funnel. Create nurture campaigns for the deals that aren’t quite ready to close.

Track activities

Track the performance of individual members of your team and your sales funnel.

Sales

Get a summary of all dealership sales opportunities including potential values, where they are in your pipeline and what needs to be done next to win the deal.

Sales

Get a summary of all dealership sales opportunities including potential values, where they are in your pipeline and what needs to be done next to win the deal.

Deal pipelines

Manage opportunities with 3 pre-built visual pipelines: Showroom, Phone, and Web. 

Customize or create deal pipelines to reflect your dealership sales processes.

Track opportunities

Keep track of every sales opportunity

Track potential sales with a customer and set the value and milestones to keep track of your dealership’s sales. Automate off of site visits so that you can offer leads exactly what they’re looking for.

 

Lead scoring

Find leads that are most engaged with your dealership, your website, or your e-comm shop. Add scores to overall deals and individual contacts.

Deal pipelines

Manage opportunities with 3 pre-built visual pipelines: Showroom, Phone, and Web. 

Customize or create deal pipelines to reflect your dealership sales processes.

Track opportunities

Keep track of every sales opportunity

Track potential sales with a customer and set the value and milestones to keep track of your dealership’s sales. Automate off of site visits so that you can offer leads exactly what they’re looking for.

 

Lead scoring

Find leads that are most engaged with your dealership, your website, or your e-comm shop. Add scores to overall deals and individual contacts.

Automated deal updates

Automatically update deal owners, deal stage, deals won or lost, and deal value.

Win probability

See how likely you are to close each deal, so you can focus your time where it makes a difference.

Optimise conversations

Incorporate personalised two-way email conversations to give your sales team the right data to make every conversation count.

Automated deal updates

Automatically update deal owners, deal stage, deals won or lost, and deal value.

Win probability

See how likely you are to close each deal, so you can focus your time where it makes a difference.

Optimise conversations

Incorporate personalised two-way email conversations to give your sales team the right data to make every conversation count.

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Start your free trial

No credit card is required

Frequently Asked Questions