CRM for Automotive Dealers connects customer and prospect accounts to owned vehicle-sales and service opportunities. Each opportunity belongs to a dealership organization and a named Relationship Owner, with an expected close date, expected value in USD and a lifecycle from New through Qualified, Proposal and Negotiation to Won or Lost.
Opportunities in one list
Sales Manager independently decides whether the current proposal scope can advance.
Every feature works on the same records. Pick one to see the screen your team works in.
Keep the customer account, dealership organization and responsible staff identity clear before work enters the pipeline.
Accounts
| Id | Name | Code | Contact name | Address | Eligibility note | |
|---|---|---|---|---|---|---|
| DRV-2026-041 | Selena Ortiz | CUST-SELENA-O | Selena Ortiz | 18 Laurel Lane, Salem | Driver license verified | |
| CUS-2026-042 | Marcus Chen | CUST-MARCUS-C | Marcus Chen | 62 Harbor Street, Tacoma | Finance application received | |
| EMP-2026-043 | Priya Nair | CUST-PRIYA-N | Priya Nair | 205 Willow Road, Bend | Trade-in title on file | |
| DRV-2026-044 | Darnell Price | FLEET-DARNELL-P | Darnell Price | 91 Ridge Drive, Boise | Fleet buyer authority confirmed | |
| CUS-2026-045 | Leila Hassan | CUST-LEILA-H | Leila Hassan | 440 Grove Avenue, Eugene | Deposit cleared |
Follow customer opportunities with a named owner, expected close date and evidence behind each stage change.
Opportunities
| Record number | Subject | Status | Expected close date | Expected value USD | Counterparty | |
|---|---|---|---|---|---|---|
| OPP-60701 | Selena Ortiz compact SUV purchase | New | 20 Oct | 540 | Leila Hassan | |
| OPP-58882 | Marcus Chen electric sedan lease | Qualified | 30 Oct | 410 | Gabriel Reed | |
| OPP-71610 | Priya Nair family crossover trade-in | Proposal | 24 Oct | 640 | Darnell Price | |
| OPP-29299 | Darnell Price pickup fleet inquiry | Negotiation | 29 Oct | 230 | Darnell Price | |
| OPP-76045 | Leila Hassan hybrid hatchback purchase | Won | 31 Oct | 630 | Darnell Price |
Keep calls, meetings, emails and tasks attached to the opportunity whose next step they explain.
Relationship activities
| Parent | Line number | Activity type | Due at | Completed at | Outcome | |
|---|---|---|---|---|---|---|
| Leila Hassan hybrid hatchback purchase | 590 | Call | 13 Oct | 17 Oct | Test drive scheduled | |
| Marcus Chen electric sedan lease | 410 | Meeting | 18 Oct | 19 Oct | Trade-in value accepted | |
| Darnell Price pickup fleet inquiry | 510 | 21 Oct | 23 Oct | Financing options sent | ||
| Mina Seo used wagon purchase | 150 | Task | 19 Oct | 21 Oct | Customer requested another trim | |
| Leila Hassan hybrid hatchback purchase | 220 | Call | 19 Oct | 21 Oct | Service plan reviewed |
Prepare a test-drive request with its vehicle identity, start time and driver-verification context before independent review.
Submission waits for the relationship owner
| Id | Parent | Organization | VIN | Starts at | License verified | |
|---|---|---|---|---|---|---|
| DRV-2026-041 | Tomas Novak service plan renewal | Summit Vale Automotive | 7HX2B4C6D8E135791 | 30 Oct | ||
| CUS-2026-042 | Mina Seo used wagon purchase | Stonepath Vehicle Sales | 7HX2B4C6D8E135792 | 29 Oct | ||
| EMP-2026-043 | Gabriel Reed electric van quote | Stonepath Vehicle Sales | 7HX2B4C6D8E135793 | 03 Nov | ||
| DRV-2026-044 | Selena Ortiz compact SUV purchase | Cedar Crest Motors | 7HX2B4C6D8E135794 | 15 Oct | ||
| CUS-2026-045 | Tomas Novak service plan renewal | Summit Vale Automotive | 7HX2B4C6D8E135795 | 15 Oct |
Review the exact proposal or customer outcome with a separate decision owner and a retained reason.
Opportunities
| Record number | Subject | Counterparty | Expected value USD | Expected close date | Revision | |
|---|---|---|---|---|---|---|
| OPP-96908 | Selena Ortiz compact SUV purchase | Gabriel Reed | 300 | 26 Oct | 880 | |
| OPP-22469 | Marcus Chen electric sedan lease | Gabriel Reed | 530 | 27 Oct | 830 | |
| OPP-26932 | Priya Nair family crossover trade-in | Darnell Price | 300 | 29 Oct | 910 | |
| OPP-37309 | Darnell Price pickup fleet inquiry | Gabriel Reed | 870 | 25 Oct | 210 | |
| OPP-93466 | Leila Hassan hybrid hatchback purchase | Leila Hassan | 630 | 29 Oct | 710 |
Trace customer evidence and guarded action results before deciding that an operating step is complete.
Operation receipts
| Parent | Action | Expected revision | Result state | Occurred at | Failure reason | |
|---|---|---|---|---|---|---|
| Selena Ortiz compact SUV purchase | Book test drive | 840 | Failed | 25 Oct | Vehicle unavailable | |
| Leila Hassan hybrid hatchback purchase | Approve trade-in value | 960 | Needs review | 14 Oct | Driver license expired | |
| Darnell Price pickup fleet inquiry | Record finance consent | 140 | Failed | 18 Oct | Finance consent unsigned | |
| Gabriel Reed electric van quote | Create vehicle quote | 720 | Needs review | 25 Oct | Trade-in title missing | |
| Tomas Novak service plan renewal | Attach inspection report | 20 | Failed | 11 Oct | Test drive slot occupied |
Customer inquiry to reviewed outcome ships ready to use. 3 steps need a named approval before the work moves on: Approve proposal (Sales Manager), Review test drive (Sales Manager) and Confirm customer outcome (Sales Manager).
Relationship Owner uses existing customer evidence to qualify the current opportunity.
Relationship Owner gathers the proposal scope and next customer activity for review.
Sales Manager independently reviews the eligible revision before the proposal advances.
Sales Manager decides on the submitted vehicle request using its current scope and verification context.
Sales Manager reviews verified acceptance or loss evidence before closing the opportunity.
Sales Manager compares the operation result with its declared revision and saved effects.
Open any opportunity to see its operation receipts, the roles that work on it, its process stages and its approvals on one page.
Expected close date, Expected value USD, Organization and Owner.
Each line is linked to this opportunity.
Relationship Owner, Sales Manager and Auditor, each with their own permissions.
Capture opportunity and Record follow-up, with the role that acts.
Approve proposal and Review test drive, with who decides.
Willow Bend Dealers · New
| Parent | Action | Expected revision |
|---|---|---|
| Selena Ortiz compact SUV purchase | Book test drive | 840 |
| Leila Hassan hybrid hatchback purchase | Approve trade-in value | 960 |
| Darnell Price pickup fleet inquiry | Record finance consent | 140 |
Prepares assigned opportunities, activities, attachments and test-drive requests. Protected stage changes go through the guarded action and its review rules.
Signed in as Sales Manager
| Decision | Approver | |
|---|---|---|
| Approve proposalSales Manager independently reviews the eligible revision before the proposal advances. | Sales Manager | |
| Review test driveSales Manager decides on the submitted vehicle request using its current scope and verification context. | Sales Manager | |
| Confirm customer outcomeSales Manager reviews verified acceptance or loss evidence before closing the opportunity. | Sales Manager |
Everyone opens Automotive Dealers CRM to the work that is theirs. Pick a role to see what it starts with.
Prepare assigned automotive-dealer CRM records; guarded workflows own protected transitions.
This is the first screen this role sees.
Opportunities · Relationship Owner
| Record number | Subject | Counterparty | Expected value USD | Expected close date | Revision | |
|---|---|---|---|---|---|---|
| OPP-96908 | Selena Ortiz compact SUV purchase | Gabriel Reed | 300 | 26 Oct | 880 | |
| OPP-22469 | Marcus Chen electric sedan lease | Gabriel Reed | 530 | 27 Oct | 830 | |
| OPP-26932 | Priya Nair family crossover trade-in | Darnell Price | 300 | 29 Oct | 910 | |
| OPP-37309 | Darnell Price pickup fleet inquiry | Gabriel Reed | 870 | 25 Oct | 210 | |
| OPP-93466 | Leila Hassan hybrid hatchback purchase | Leila Hassan | 630 | 29 Oct | 710 |
Independently review eligible revisions and reconcile persisted evidence through guarded actions.
This is the first screen this role sees.
Opportunities · Sales Manager
| Record number | Subject | Counterparty | Expected value USD | Expected close date | Revision | |
|---|---|---|---|---|---|---|
| OPP-96908 | Selena Ortiz compact SUV purchase | Gabriel Reed | 300 | 26 Oct | 880 | |
| OPP-22469 | Marcus Chen electric sedan lease | Gabriel Reed | 530 | 27 Oct | 830 | |
| OPP-26932 | Priya Nair family crossover trade-in | Darnell Price | 300 | 29 Oct | 910 | |
| OPP-37309 | Darnell Price pickup fleet inquiry | Gabriel Reed | 870 | 25 Oct | 210 | |
| OPP-93466 | Leila Hassan hybrid hatchback purchase | Leila Hassan | 630 | 29 Oct | 710 |
Maintain organizations, memberships, and accounts without operational approval authority.
This is the first screen this role sees.
Accounts · App Administrator
| Id | Name | Code | Contact name | Address | Eligibility note | |
|---|---|---|---|---|---|---|
| DRV-2026-041 | Selena Ortiz | CUST-SELENA-O | Selena Ortiz | 18 Laurel Lane, Salem | Driver license verified | |
| CUS-2026-042 | Marcus Chen | CUST-MARCUS-C | Marcus Chen | 62 Harbor Street, Tacoma | Finance application received | |
| EMP-2026-043 | Priya Nair | CUST-PRIYA-N | Priya Nair | 205 Willow Road, Bend | Trade-in title on file | |
| DRV-2026-044 | Darnell Price | FLEET-DARNELL-P | Darnell Price | 91 Ridge Drive, Boise | Fleet buyer authority confirmed | |
| CUS-2026-045 | Leila Hassan | CUST-LEILA-H | Leila Hassan | 440 Grove Avenue, Eugene | Deposit cleared |
Read scoped evidence and reports only.
This is the first screen this role sees.
Opportunities · Auditor
Maintains platform user access while operational approval stays with the eligible independent Sales Manager.
Review customer progress, test-drive readiness and the evidence behind protected operating decisions.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 24 | ||
| Qualified | 11 | 46% | |
| Proposal | 7 | 64% | |
| Negotiation | 4 | 57% |
Sample totals per stage
Which active stages hold the dealership's expected value and who is responsible for follow-up?
Review opportunities by expected close date with stage, expected value in USD and probability, keeping Won and Lost records distinguishable.
What did the customer say, when was the activity due and what was completed?
Which requests have a vehicle identity, start time and license-verification context ready for review?
What date or reason supports closure, and what expected value did the opportunity retain?
Which source revision did the reviewer consider and why was it approved, rejected or returned?
Which declared actions failed or need investigation against their saved effects?
Who uploaded the supporting file and which visibility scope was selected?
See how Automotive Dealers CRM fits your kind of team.
Keep customer follow-up, test-drive requests and reviewed outcomes together for a dealership sales team.
Keep customer records and independent decisions within their authorized dealership organization.
Track owned customer inquiries and their next conversation while connecting execution to the responsible dealership systems.
Each stage of customer inquiry to reviewed outcome names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Prepare customer follow-up and review context while accountable people retain protected decisions.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 10 tablesStart with one team and one process, then add the rest once the basics are running.
Select a recognizable vehicle inquiry and name its Relationship Owner and independent Sales Manager. Agree the qualification evidence, proposal scope and acceptance or loss evidence that the team expects.
Establish organizations, customer accounts and staff-to-user mappings. Review active memberships, organization boundaries and time zones before protected actions depend on them.
Define vehicle availability and license-verification responsibilities for test drives. Identify the external owner for service appointments or customer delivery when those actions follow the conversation.
Record a useful activity, qualify the opportunity, prepare a proposal and independently review the current revision. Include a test-drive request, then close the opportunity with verified outcome evidence.
Test empty activity outcomes, closed-record activity attempts, obsolete revisions, repeated operation keys and unauthorized actors. Change a request while a reviewer has it open and confirm that the older decision cannot apply.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure CRM for Automotive Dealers for your business. Begin with a familiar customer inquiry, its account and dealership organization, and the owner and manager who will rehearse qualification, test-drive review and a customer outcome.
It records the customer subject, dealership organization, owner, expected close date and expected value in USD. Its stage runs from New through qualification, proposal and actual negotiation to a reviewed Won or Lost outcome, with activities and evidence retained alongside it.
Prepare the parent opportunity, organization, VIN and start time, with license-verification context and an odometer reading as appropriate. Submit the current request for independent review and confirm vehicle availability through the dealership's agreed operating source.
An eligible Sales Manager independently reviews the exact revision. Relationship Owner prepares the evidence and request. App Administrator maintains accounts and memberships without acquiring operational approval authority.
Log a Call, Meeting, Email or Task against the opportunity with a useful outcome and relevant due or completion date. The activity action records the current revision and refuses empty outcomes or routine activity on a closed opportunity.
Accounts, opportunities, staff memberships and test-drive requests carry organization context. Agree and rehearse each user's permitted scope, including protected actions and file access, before extending the pilot across dealerships.
Use an owned opportunity and activity history to record the customer's request and next conversation. Connect the service appointment system or responsible team when the inquiry needs a confirmed booking or service execution.
Prepare a reasoned correction against the current revision. Preserve the original history. Unexecuted scope can be canceled through the correction procedure; executed scope needs independently approved compensation that remains pending until downstream confirmation.
Inspect the operation receipt and compare its declared revision with the saved evidence. Reconciliation can confirm a matching local result or retain a discrepancy for review. Check the existing operation identity before repeating the request.
Opportunity expected values are recorded in USD. Agree the entry convention or an explicit currency input connection when dealerships work in other currencies, then compare pipeline stages and expected dates using that common basis.
Start free, then use Proto to change fields, steps and approvals before your team goes live.