Automotive CRM to Drive Top-line Revenue for Automotive Dealers
Sales CRM for effective lead management
Service Appointment CRM for better Workshop Load
Insurance Renewal CRM for More Premium and Commissions
Creating Value with Better CSAT & Product Upsell
Segment Data for Service Appointment based on 30+ variables:
- Service Due (Free/Paid)
- Last Mileage
- Past Billing History
- Ageing of Vehicle
- Past Service History
- Loyalty Points
- CSAT Score
- Location
Automated Data Allocation
Create lead distribution logics effortlessly with an intuitive interface. Eliminate manual guesswork and ensure every lead is assigned to the right salesperson for faster response times and better conversion rates.
Tele-callers can efficiently manage and access leads through the Web CRM interface, while Sales Executives and Service Advisors receive real-time customer data and updates directly on the Mobile CRM app. This ensures seamless collaboration, improved productivity, and uninterrupted communication across your dealership team.
Integrated with Omni-Channel Communication App
Call customers instantly with 1-Click Calling directly from the 360° Customer Profile in AUTOSherpa Automotive CRM. Send SMS and Email using pre-approved templates to maintain consistent, professional customer communication across every touchpoint.
Engage customers with personalized WhatsApp messages in Hindi, English, or any regional language. Every interaction is automatically tracked, helping dealerships improve customer engagement, increase response rates, and maintain a complete communication history for sales and service teams.
100% Call Recording on Cloudphone
Integrated with DialMax Cloudphone for complete transparency without requiring expensive third-party hardware or complicated installation. Every inbound and outbound customer call is securely recorded and stored in the cloud for easy access.
Managers can review conversations for quality monitoring, employee training, customer dispute resolution, sales coaching, and process improvement. Cloud-based call recording helps dealerships maintain service quality, improve customer satisfaction, and ensure every important conversation is securely documented.
Automated Follow-ups and Alerts
Never miss an important customer interaction with automated follow-ups, reminders, and real-time alerts. Receive instant notifications for critical events such as broken Promise-to-Pay (PTP), overdue service appointments, pending insurance renewals, scheduled callbacks, and lead follow-ups.
Ensure every lead receives timely attention with proactive task management, automated reminders, and intelligent workflow automation. Improve customer retention, increase conversion rates, and eliminate missed opportunities through smart dealership automation.
Improve Productivity with Realtime Reports & LIVE feedbacks
Access insightful, interactive dashboards and real-time reports on Service Appointments, Insurance Renewals, Customer Conversions, Revenue Earned, Lead Performance, Sales Activities, and other key dealership metrics from a single Automotive CRM platform.
Track business performance with live feedback, detailed analytics, and customizable reports that help managers make informed decisions faster. Identify trends, measure team productivity, monitor dealership growth, and optimize daily operations with accurate, data-driven insights.
