Customer Relationship Management for Auto Dealers

Customer relationship management holds each customer’s vehicles, service history, papers and conversations on one record. Sales and workshop read the same profile, so an existing customer is recognised at the enquiry.

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One customer and their history

Vehicles bought

Every purchase with its date, variant and registration. Vehicles bought by the same family can be linked to the record.

Service history

Bookings and job cards from the workshop sit beside the sale rather than in another department’s file, so the sales floor sees the whole history of a vehicle.

Papers

Loan documents, insurance certificates and warranty papers, searchable by name or by policy number.

Conversations

Calls, visits and complaints are recorded with their dates, so the next person who speaks to the customer does not start without context. Complaints stay on file.

Why a dealership CRM matters

Car buyers return at long intervals, and family members or colleagues may follow them in. A record of the first purchase gives the floor context for the next enquiry. Missing history rarely shows in a report.

What the record is used for

Knowing a walk-in is an existing customer before the conversation starts
Sending a scheme only to owners of a particular model
Finding the insurance copy a customer asks for
Settling a complaint with a dated history instead of a memory

It holds what the dealership enters

A service done at another workshop is not in here, and neither is anything typed only into the manufacturer’s system. Where your brand’s DMS holds part of the history, this carries the part dealers normally keep in Excel. The two are read side by side.

FAQ

Frequently asked questions

Can we group a family under one customer?

Yes. Vehicles and deals can be linked to the same customer record where the dealership knows they belong together. The link is usually made at the enquiry.

Does the workshop use the same record?

Yes. Service bookings and job cards attach to the customer and the vehicle, so the sales floor can see a car’s service history.

Can we send an offer to one model’s owners only?

Yes. Customers are filtered by the vehicle they bought and when, and the scheme goes out by SMS, email or WhatsApp.

Talk to us

Tell us what you need.

Share your requirements and one of our engineers will come back to you within one business day.

What happens after you share your requirements

A senior engineer reads your answers. Nobody phones first.
Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.