Stages that describe a feeling instead of an event
Most dealership boards run on words like hot, warm and follow-up. Two consultants will place the same enquiry in different columns, so the count the general manager reads on Monday is an opinion poll. Meanwhile the deals that genuinely need attention are invisible: the booking taken eighteen days ago whose customer has still not been given a delivery date, the finance file that went to the desk on Tuesday and has not been mentioned since.
The second problem is that new cars, used stock and exchange deals behave nothing like each other. A used car deal can open and close in a day. A new booking can sit for weeks against a waiting period no one at the showroom controls. Running both through one set of stages makes the aging numbers meaningless and hides the deal that has actually stalled.
Columns defined by something you can verify
Build stages around events anyone can confirm: enquiry logged, showroom visit done, test drive completed, exchange valued, finance sanctioned, booking amount received, allotment confirmed, registration and pre-delivery inspection done, delivered. Every deal carries the model, variant, colour and fuel type, so the manager can read the board by stock rather than pulling a separate report.
Days-in-stage flags the booking that has aged past your usual allotment time. New, used and commercial vehicles run as separate pipelines with their own stages and their own aging expectations, and consultants move cards from the app on the floor.
More on the capability itself: Deal Pipeline. More on this industry: CRM for auto dealerships.
One Saturday walk-in, tracked to delivery
A family walks in on Saturday afternoon and asks about the top variant.
- 1The consultant logs the enquiry on the app before they leave, with model, variant and the exchange car noted.
- 2A test drive on Sunday moves the card two columns and creates the valuation task for the evaluator.
- 3Booking amount received moves it again; the finance sanction and the allotment are separate columns after it.
- 4If the card sits in allotment past the usual wait, it is flagged before the customer rings to ask.
₹899/user/month + GST on annual billing covers everything on this page. There is no per-user minimum, no setup fee and no implementation SKU, and the Free Forever plan carries one user and 200 leads with no card.
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