CRM FOR CAR DEALERSHIPS
Know the buyer. Track the test drive. Keep the sale moving.
Bring vehicle interest, salesperson ownership, test-drive appointments and quotation follow-ups into one sales workspace.
Opens WhatsApp with a message about your business. Send it when you’re ready.
SOUND FAMILIAR?
The work is real.
The chasing can be simpler.
A buyer asks about one vehicle today and another tomorrow. Without a shared history, your team repeats questions and loses the thread of the purchase.
When everything is scattered
- Vehicle enquiries forwarded without buyer context.
- Test-drive arrangements live on individual phones.
- Quotation and exchange discussions are hard to trace.
With a connected CRM workflow
- One buyer record with vehicles of interest.
- Test drives assigned and tracked through attendance.
- Quotes, requirements and next calls kept together.
SEE THE WORKFLOW
From the first enquiry
to a useful next action.
Choose a stage to see what your team does and what gets easier. This is an example we can adapt to your process.
Capture vehicle interest
Bring model, vehicle listing, budget and buying timeline into the enquiry record.
Read the complete workflow
Capture vehicle interest
Bring model, vehicle listing, budget and buying timeline into the enquiry record.
Start with the vehicle the buyer actually asked about.
Assign a salesperson
Check for an existing contact and route by branch or vehicle category.
The buyer has a clear sales contact.
Arrange a test drive
Confirm a time and vehicle, assign the appointment and track completion.
The sales team can prepare for the visit.
Manage the discussion
Record quotation versions, exchange interest and questions that need a response.
Important details stay with the opportunity.
Track the outcome
Record booking, delivery handoff or why the enquiry closed.
Managers can review progress beyond enquiry counts.
Would this make your team’s day easier?
Tell us how you handle enquiries today. We can map the steps around your business.
THE OWNER’S VIEW
Know what needs attention.
Without asking everyone.
A useful CRM turns daily updates into a shared view. Agree the fields and outcomes that matter, then give your team a consistent way to record them.
Explore CRM capabilitiesYour working-day overview
Unassigned buyer enquiries
Test drives scheduled and completed
Quotes awaiting follow-up
Bookings by salesperson and source
HOW WE MAKE IT FIT
Start with your process.
Build a practical first version.
Your existing tools, staff responsibilities and customer journey shape the setup.
- 01
Map your working day
Show us where enquiries arrive, who responds and where follow-ups slow down.
- 02
Connect and configure
Agree the pipeline, fields, owners and reminders. Connect the supported sources and tools you need.
- 03
Review and hand over
Walk through example enquiries, confirm the handoffs and get guidance for the team using the workflow.
We confirm integrations, account permissions, messaging consent and provider charges during scoping. Automated messages use supported channels and the required templates where applicable.
QUESTIONS BEFORE YOU START
A little more clarity.
Can an enquiry retain the original car listing?
Yes, if the enquiry source supplies that information. We can also add vehicle references through the website form.
Can it connect to our inventory software?
We will assess the inventory provider’s API and permissions before agreeing on availability updates or other integrations.
Does this include running our Meta ads?
This workflow captures and manages enquiries from connected sources. Ad campaign management is a separate service and can be discussed if you need it.
MAKE YOUR NEXT STEP EASIER
Your process.
With less chasing.
Tell us about your car dealerships business and the tools you use today. Let’s work out where a CRM can help first.
Connect my dealership enquiriesPrefer a website enquiry? Use our contact form