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Quotes and Invoices in the CRM for Car Dealerships

A car sale generates more paper than the transaction seems to justify: the booking form, the customer's identity and address proof, income documents if there is a loan, the exchange car's registration certificate and insurance copy, the registration paperwork, the invoice, the delivery note. At most showrooms these arrive by six different routes and live in six different places, and the one that is missing is discovered on the afternoon the customer expected to drive away.

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The finance file that holds up a delivery

The loan file is where deliveries slip. The customer sends a PAN card photo on WhatsApp to the consultant, the salary slips go by email to the finance desk, the bank statement is handed over at the counter, and the address proof was promised on Saturday and never arrived. Nobody holds the complete list in one place, so the gap is found when the file is submitted, not when it could still have been closed in a day.

Quotes have their own version of this problem. An on-road price is revised three times as accessories are added, an exchange figure changes and a scheme is announced mid-month. When the customer arrives holding a printout, no one can say with certainty which revision it is or who sent it.

Everything attached to the enquiry it belongs to

Documents live on the customer record rather than in a folder: the booking form, identity and address proof, income papers, the exchange car's registration certificate and insurance copy, delivery photographs. A checklist attached to the booking stage will not let the deal reach delivery with an item outstanding, and the missing one can be requested over WhatsApp from the same screen, with the customer's reply attaching itself to the record.

Quotes carry version history, so the revision the customer signed is a matter of record. The GST invoice is raised against the same deal, and the insurance expiry is tracked as a dated task.

More on the capability itself: Quotes and Invoices. More on this industry: CRM for auto dealerships.

Booking day, without the missing document

The customer pays the booking amount on Saturday evening.

  1. 1Moving the deal to booking received opens the document checklist for that pipeline.
  2. 2Two items are outstanding, so a request goes out over WhatsApp from the record.
  3. 3The customer photographs both on Sunday and the replies attach themselves to the enquiry.
  4. 4The finance desk opens a complete file on Monday morning instead of chasing on Thursday.

Priced at ₹899/user/month + GST on annual billing, or ₹1,099/user/month + GST month to month, with no seat minimum. A free plan with one user and 200 leads runs indefinitely, so the trial is the product rather than a countdown.

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Run it once, with real records

The fastest way to judge this is to put twenty of your own records through it. Start on the free plan and decide afterwards.

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