The steps nobody was told to do
The failures are always the same four. A test drive is booked on Friday and nobody confirms it on Saturday morning. The finance file goes to the desk on Tuesday and is not chased until the customer calls on Friday. The delivery date moves by a week and the customer finds out when they turn up with the balance payment. And the first free service falls due at ninety days with nobody at the showroom owning the reminder.
None of these need a better person. They need something that notices a date passing and produces a task with a name on it. A showroom that runs on shouting across the floor works fine on a Tuesday and fails every Saturday, which is exactly when the deals are.
Rules that watch the dates for you
Automation here is trigger, condition, action, and the useful ones map to the handovers. A new enquiry gets an owner by round-robin or territory and an acknowledgement inside a minute. Moving a deal to test drive booked creates the confirmation task for the day before. A deal that has sat in the finance stage for three days raises a flag on the manager's list. Booking received schedules the delivery coordinator's checklist.
Ninety days after delivery, a service reminder task appears with the customer's registration number attached. Every action is logged on the record, sequences stop the moment the customer replies, and any rule can be switched off for a week without rebuilding it.
More on the capability itself: Workflow Automation. More on this industry: CRM for auto dealerships.
Three rules a showroom should build first
Start with the three gaps that cost the most.
- 1Every enquiry from the portal or the website gets an owner and a reply within a minute of arriving.
- 2Any deal entering test drive booked creates a confirmation task the day before and a recall task two hours after a miss.
- 3Any deal sitting in the finance stage beyond three working days is flagged to the sales manager, not just to the consultant.
- 4Run only these for a month before adding a fourth.
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.
Related capabilities for this team
Questions teams ask
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.