Automotive Dealer CRM
The customer who comes into the showroom is saved on the advisor's personal phone, and the follow-up after the test drive falls to nobody. Even when the sale is completed, the customer goes to a different workshop for the first service.
The showroom visit, the test drive, the trade-in valuation and the service date sit in the fields of the same customer record; when service is due, the appointment is planned from it.
- Record the visitor who comes into the showroom together with the model they are interested in, their budget and their purchase timing
- Attach the follow-up after the test drive, the presentation of financing options and the closing step to their owner
- Keep the annual service, tyre change and inspection date in a field on the vehicle record; let the vehicles whose date is approaching drop onto a list and take the reminder from that list
- Open the trade-in request together with the vehicle valuation and track the used vehicle on the resale line
- Set up a WhatsApp inbox on a single business number that the whole team answers, and assign conversations by the rule you define
| Showroom Visitor | A person who comes into the showroom is a prospect record; the model they are interested in, their budget and their purchase timing sit in the fields of that record, and on their second visit the same record is opened. |
|---|---|
| Test Drive | A test drive is an activity attached to the prospect; its date and its vehicle sit in fields, and the follow-up after the drive drops onto its owner's list as a task. |
| Service Reminder | The warranty start and the service interval of the vehicle sold are fields on the sale record; as the date approaches, the service appointment task is produced from those fields. |
| Trade-In Vehicle | A trade-in request is an item attached to the customer's record; the make, model, mileage and valuation amount sit in fields, and vehicles that have not sold are filtered and listed from those same fields. |
| Vehicle Handover Preparation List | Registration, number plates, accessory fitting and the handover appointment are checklist items attached to the sale record; each item is a task with its owner, and the handover date is not confirmed until they have all closed. |
In vehicle sales the customer does not decide on a single visit; within two weeks they go round three dealerships and ask about the same model twice. If nobody knows who said what in that interval, on their second visit the customer has to explain their budget and their expectations from scratch. They do not explain; they buy the car from another dealership.
Because in Rapitek CRM the warranty start and the service intervals go onto the record the moment the vehicle is sold, the relationship does not end with the handover of the keys; when the time comes the vehicle drops onto a list and the service appointment is planned from there. Used vehicles that have not sold are put into a campaign and matched with waiting prospective buyers. Even when staff change, the conversation history stays in the system rather than in anyone's pocket.
