Auto Sales CRM and Deal Tracking
The sales CRM tracks each buyer from enquiry and test drive through negotiation, booking, finance and delivery. Documents, notes and follow-ups stay on the deal.
Stages of a sale
Enquiry, quotation, negotiation, booking, payment and delivery are stages on the deal, and each stage sets the next task and the day it is due. A deal that has not moved in a week appears on a list. It does not vanish.
Everything about the buyer, on the deal
Weekly questions the CRM answers
- Which deals are stuck at the same stage as last Monday
- How many enquiries each executive turned into bookings
- Which model loses buyers at negotiation
- Bookings waiting on a document rather than on a decision
- Deals lost, and the reason the executive recorded
It sits beside your brand’s DMS
Vehicle ordering, warranty claims and parts stay in the manufacturer’s system, which this does not replace. It holds what dealers otherwise keep in Excel and WhatsApp: enquiries, follow-ups, finance paperwork and commission. The two systems do different jobs.
Frequently asked questions
Can the executive update a deal from the showroom floor?
Yes, from a phone. Stage, note and next follow-up can be changed on the spot.
Does it handle exchange vehicles?
Yes, to a point. The old vehicle and its valuation are recorded on the deal so the negotiation is visible. Running a used car business is a separate job, and used stock sits in vehicle inventory.
Who can see a deal’s discount?
Whoever you allow. Executives usually see their own deals, while the GM and accounts see all of them with the figures.
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