Test drives. Trade-ins. Financing. Service contracts. Most dealer CRMs are skinned versions of consumer CRMs.
Test-drive bookings on a notepad.
Trade-in valuations on paper.
Financing partners chased by phone.
Service-contract renewals get missed.
A public booking page for test drives, with the Team module.
Several pipelines, so new and used sales run side by side.
Custom fields for trade-in details on the deal.
Service contracts with renewals at 30, 60 and 90 days, with the Field Service module.
A workspace per brand, with shared staff, in one subscription.
Run new and used sales as separate pipelines, record trade-in details in custom fields on the deal, and run each brand as its own workspace in one subscription.
With the Team module, each salesperson gets a public booking page. Bookings file themselves into the CRM and log a meeting. They do not sync to Google or Outlook calendars.
Trade-in details go in custom fields on the deal: 11 field types, and fields that appear only when another field has a certain answer. There is no financing-partner integration.
With the Field Service module, expiring contracts are bucketed at 30, 60 and 90 days, and a renewal opportunity is created automatically for the team to work.
Guided onboarding walks you through company, details, product and AI context, then inviting the team.
We would like to count which pages people read, using Google Analytics. It tells us nothing about who you are, and the site works exactly the same if you say no.What we collect