Automobile dealer CRM

A dealership CRM built around the full customer journey.

Dealer’s Edge connects automobile dealership enquiries, ownership, follow-ups, bookings, sales progress, customer history and after-sales context without turning the dealership into a collection of disconnected tools.

Practical capabilities

Built around accountable dealership work.

01

Capture dealership enquiries

Bring walk-ins, calls, referrals, website enquiries and supported digital sources into a structured lead workflow.

02

Make ownership clear

Assign opportunities to the right branch and salesperson so managers can see who is responsible for the next action.

03

Track sales progression

Move enquiries through follow-up, showroom visit, test drive, finance, booking and delivery stages with a consistent activity history.

04

Keep customer context together

Use Customer 360 context to connect enquiries, communications, bookings, vehicles and after-sales relationships.

05

Support branch controls

Use branch-linked users, roles and granular permissions to keep access aligned with dealership responsibilities.

06

Continue after delivery

Carry the customer relationship into service follow-ups, insurance, AMC and warranty context where those workflows are configured.

Connected workflow

From first enquiry to an accountable dealership relationship

Dealer’s Edge keeps recorded ownership, activity and customer context connected while respecting the permissions applied to each user.

  1. 1

    Capture the enquiry and record its source, vehicle interest and customer details.

  2. 2

    Assign ownership to a branch and team member with a visible next follow-up.

  3. 3

    Record calls, visits, test drives, finance, booking and delivery progress.

  4. 4

    Give managers reporting context across people, pipelines and branches.

  5. 5

    Continue the customer relationship through relevant service and retention workflows.

Evaluate the platform against your dealership

Review the workflows, boundaries and fit with Dealer’s Edge.

Use a focused discussion to confirm what is available, what requires configuration and what belongs in the implementation scope.