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- Automotive Dealers CRM
- Who it's for
- Sales and service inquiry teams
Sales and service inquiry teams
Dealership teams may handle a vehicle inquiry alongside a customer's request for service follow-up. CRM for Automotive Dealers keeps that work in owned opportunities with a customer account, expected close date and activity history. The subject explains the inquiry, while the record's stage and reviewed evidence show how far the conversation has progressed.
How Automotive Dealers CRM is set up for you
Owned response
Assign the Relationship Owner who will contact the customer and keep the next task with the opportunity. Record the outcome of the call or meeting so another staff member can understand the agreed follow-up.
Clear customer evidence
Use the activity and attachments to support qualification and any proposal decision. A service inquiry can describe the customer's request while appointment execution is coordinated through the service system.
Explainable closure
Record verified acceptance or a specific loss reason through independent review. Preserve earlier activity and expected value so the team can distinguish a closed customer conversation from the downstream work it may have requested.
Dealership teams may handle a vehicle inquiry alongside a customer's request for service follow-up. CRM for Automotive Dealers keeps that work in owned opportunities with a customer account, expected close date and activity history. The subject explains the inquiry, while the record's stage and reviewed evidence show how far the conversation has progressed.
Choose a vehicle-sales inquiry and a service follow-up inquiry that the team recognizes. Agree the account identity and responsible owner for each. Record their first calls and the next tasks, then rehearse qualification using the existing outcomes. Ask Sales Manager to explain which evidence supports the next stage for each customer.
For the vehicle inquiry, prepare a test-drive request with the intended VIN and start time. For the service inquiry, agree how the owner receives confirmation from the system that controls appointments. Rehearse a changed customer request and a closed opportunity that should refuse routine activity logging. Keep the correction procedure and external confirmation owner clear before extending the pilot to the team's daily workload.
Begin with [relationship activities](/crm-for-automotive-dealers/modules/relationship-activities) and use [system connections](/crm-for-automotive-dealers/integrations) to define the service handoff.
Features to start with
Opportunity Pipeline
Follow customer opportunities with a named owner, expected close date and evidence behind each stage change.
Relationship Activities
Keep calls, meetings, emails and tasks attached to the opportunity whose next step they explain.
Test Drives
Prepare a test-drive request with its vehicle identity, start time and driver-verification context before independent review.
Roles on the team
- Relationship Owner
- Prepare assigned automotive-dealer CRM records; guarded workflows own protected transitions.
- Sales Manager
- Independently review eligible revisions and reconcile persisted evidence through guarded actions.
- App Administrator
- Maintain organizations, memberships, and accounts without operational approval authority.
- Auditor
- Read scoped evidence and reports only.
Set up Automotive Dealers CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.