The First Fully Customizable All-In-One Automotive CRM & ERP

Effectively manage test drives, sales , service jobs, and inventory easily by shifting your automotive business to a high gear with Office24by7.

How Does a Automotive CRM & ERP Enhance Your Process?
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The Ultimate CRM for Car Manufacturers, Dealerships, Garages, and Service Centers

Automate customer inquiries, test drive bookings, and service reminders for a smoother buying and ownership experience.

Marketing Automation

Office24by7 CRM for Automotive businesses helps run effective marketing campaigns to engage customers. It helps to deliver personalized communication through channels like voice, WhatsApp, RCS, SMS, and email which are directly integrated to your CRM. You can easily monitor campaign performance, identify valuable customer segments, and ensure timely interactions for customer satisfaction. Optimize marketing processes by automating repetitive tasks, enabling you to focus on building strong customer relationships and driving business growth.

Pre-Sales Management

Office24by7 automotive CRM helps you to build a dynamic sales funnel that captures inquiries from website forms, social media, buyer referrals, walk-ins, aggregators, etc. With the help of automatic lead distribution that is setup based on various scenarios you can ensure leads are taken up by agents as soon as they show interest and are tracked and nurtured effectively till they close deals. This also allows you to ensure workload balance and optimal team performance. Real-time buyer notifications can be automated and sent using multiple channels like calls, emails, WhatsApp, RCS or SMS. Finally, lead qualification ensures that sales efforts are focused on potential customers who demonstrate both interest and financial capacity.

Stay Management

Office24by7 automotive CRM empowers dealerships, OEMs, and garages to make timely sales decisions. It helps to streamline test drives and vehicle selection, while efficiently managing servicing and repairs. You can nurture leads with targeted messages across multiple channels as well as assign and track scheduled service appointments, and dispatch jobs with ease. It also allows to manage appointments booking, rescheduling, or canceling on the go, by cross-checking with various departments. Finally, focus on the most promising deals by recognizing that not all sales progress at the same rate.

Communications

Office24by7 automotive CRM enhances communication both internally and externally. Internally, communication must flow seamlessly between different departments, such as sales, marketing, and service, using tools like email, messaging apps, and internal chats to share information and updates. Externally, communication with customers, partners, and stakeholders is equally important. This involves managing timely interactions with customers through various channels so that they are always in touch leading to transparent and seamless relationships. The omnichannel integration capability of Office24by7 automotive CRM allows agents to send timely appointment reminders, status alerts, invoices and payment confirmations to customers via calls, SMS, emails, and other messaging apps like WhatsApp and Google RCS.

Up-sell and Cross-sell Management

An automotive CRM helps in maximizing upsell and cross-sell opportunities by leveraging customer data and predictive analytics. The system tracks customer interactions, purchase history, and service records to identify potential upgrades, extended warranties, or complementary services. The CRM can automate follow-ups reminders with offers on premium accessories, insurance plans, or maintenance packages. During service appointments, advisors receive real-time insights on relevant add-ons, such as tire replacements, extended service plans, or vehicle trade-in options. Additionally, automated reminders for periodic maintenance and new model launches help dealerships stay engaged with customers giving them more opportunities to make new sales.

Inventory Management

Monitoring vehicle stock, spare parts availability, and supplier orders are an important part of the automotive business. Office24by7 CRM allows you to easily integrate the inventory management module to your automotive CRM so that you can ensure timely restocking of high-demand models and essential components. Track inventory inspection for quality compliance and storage of products in their designated isles. This helps to streamline all dealerships, service centers, and OEM operations including resource allocation and task management.

Dealer Network Management

Dealer network management involves establishing and maintaining strong relationships with dealerships, distributors, etc., by providing them with training schedules and back to back support, tracking their performance, and managing incentives. This ensures a reliable supply of high-quality parts and services through various dealers so that you can deliver to customers on time. Partner onboarding and centralized database of inventory allows transparency and enables your automotive business to offer discounts or promotional offers.

Data & Document Management

Automotive data and document management handles key information like customer inquiries, sales records, and service history. Organized categorization allows quick access to important documents such as warranties and financing agreements. Secure storage protects sensitive data, while efficient retrieval systems empower excellent customer support. Archiving ensures regulatory compliance, and secure data deletion protocols manage outdated information.

Accounts & Billing Management

Automotive accounting and billing starts with invoicing for sales, leases, and services. Payment tracking covers various channels, including financing and direct customer payments. Expense management logs operational costs, and reconciliation ensures accuracy. Compliance checks maintain adherence to regulations and policies. Reporting provides financial statements for informed decisions and profitability analysis.

HR Management

Automotive HR manages the recruitment of skilled professionals for sales, service, and administration. Onboarding includes background checks, paperwork, and job training. Attendance and payroll ensure accurate payments. Performance management evaluates contributions, and engagement initiatives foster growth. The exit process handles resignations, clearances, and feedback to improve policies and retain talent.

Performance & Reports

Monitor sales trends, marketing campaign effectiveness, service efficiency and customer engagement metrics with the help of a automotive CRM. IT also enables dealerships, manufacturers and service centers to analayze employee productivity, lead conversion rates and financial performance. Automated reporting simplest data collections and visualization helping in capturing growth opportunities. Mangers can also track KPIs and achievements as well as identify areas of improvement.

Office24by7 Integrations for Automotive CRM Software

A large library of integrations that are specifically tuned to meet all automotive businesses.

Features That Set Office24by7 Automotive CRM Apart

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Free CRM Software

Enjoy the best CRM tool that is available at no cost, offering core CRM functionalities for managing leads and deals.

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Omni-channel

Integrate multiple channels (e.g., voice, SMS, WhatsApp, RCS, email) for a consistent customer experience with our unified communication platform.

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Dashboards

Visual representations of key performance metrics and real-time data for monitoring sales and customer interactions.

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Archives

Save and access historical data, documents, and communications for future reference.

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Integrated Cloud Telephony

Experience seamless communication through voice calls to connect with potential buyers through in-built cloud telephony.

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Calendars

Scheduling appointments, meetings, and reminders to track important dates and events related to sales and leads.

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Filters

Sort and search leads, deals, and other CRM data based on specific criteria using customizable filters.

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Add-ons

Extend the functionality of your CRM by integrating additional features or extensions.

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Email Marketing

Get access to tools for creating and sending bulk emails to leads and clients, along with tracking email campaign performance.

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Tasks

Create and complete tasks related to sales and other activities. Collaborate with internal teams by assigning, tracking, and monitoring tasks.

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Views

Save the filters as views to easily access the data later with a simple click.

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Advanced User Privileges

Ensure appropriate permissions and security within the CRM system with customizable access rights and roles for users.

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Quotes & Invoices

Generate customized quotes and invoices for transactions with clients or customers.

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Reports

Generate detailed reports on sales performance, lead conversions, financial transactions, and other CRM activities.

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Lists

Save the filter view as a list to execute any action or campaign on the records. Use static lists to maintain fixed records, and dynamic lists to automatically update entries as changes occur in the original data.

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API Integrations

Connect and integrate the CRM with third-party tools, software, and services using APIs.

Why Get a Automotive CRM Software?

Read more about why CRM software is becoming a critical requirement for automotive businesses from top-rated resources.

How Can You Create A Single Software For Your Business With Office24by7 Modular System?

How Can You Create A Single Software For Your Business With Office24by7 Modular System?

The new modular system in Office24by7 provides extensive customization capabilities that allows users to create their own products using various modules. Learn more about how this helps your business here.

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Pranav Mohan

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Know Everything About Sales CRM and Why Your Business Needs It.

Know Everything About Sales CRM and Why Your Business Needs It.

What is a sales CRM? Why is it important for businesses? What are its features and benefits? Let me give you 10 reasons why your salespeople should get CRM software. Learn all about sales CRM software here.

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How Does Cloud Telephony and CRM Integration Benefit Business?

How Does Cloud Telephony and CRM Integration Benefit Business?

No more customer service juggling! Cloud telephony and CRM integration unlock a new era of responsiveness, placing you at the helm of exceptional customer experiences. Learn all about it here!

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Try Office24by7 for free with a 30-day trial

Ready to start? Worried about migration? Book a free consultation today!

Frequently Asked Questions

CRM manages customer info and interactions. DMS manages business documents. CRM helps with customers. DMS helps with paperwork.

Automotive industry needs to use a secure and customizable CRM solution because it faces stiff competition, changing demands, diverse departments, and lots of employees. A CRM helps them to create custom business processes to nurture prospects into purchases, understand customer needs and provide highly personalized services, handle revenue and billing, guide sales teams with updates, reminders, and notifications on pending activities, tasks, and engagements, and serve as a single source of truth across omnichannel touchpoints.

Automotive CRM software supports sales from lead capture to post service relations. You can leverage advanced CRM features for automation and data analysis. It adapts easily to your business needs as you grow and evolve. An automotive CRM provides a centralized hub for all service activities. It simplifies complex tasks for Automotive professionals.

Here is a checklist that will ensure you choose the best Automotive CRM software for your businesses: First, you need to identify the specific business needs and goals that you are aiming to achieve from the adoption. Secondly, research different options and compare features and prices. Third, consider the ease of use and customer support. Fourth, ensure that the software is easily scalable to accommodate the future growth of your business. And finally, choose software that aligns with your budget and other requirements.

Here are a set of steps to follow while implementing Automotive CRM software in your business process:

  1. Set clear goals and objectives for implementation.
  2. Cleanse and import existing lead data.
  3. Customize the software to align with your business processes.
  4. Train your team on how to use the software effectively.
  5. Test and refine the implementation to ensure optimal performance.

Here are some best practices that you can follow to ensure you get maximum ROI from your automotive CRM software:

  • Regularly update lead information for accuracy and completeness.
  • Respond promptly to inquiries and leads.
  • Personalize communication to build stronger client relationships.
  • Implement a consistent follow-up process.
  • Track and analyze data to identify areas for improvement.

A cheap CRM software might look like a great affordable option for the time being but it has great drawbacks that can weigh down your business growth:

  • Limited features may hinder business growth and efficiency.
  • Poor scalability can restrict future expansion.
  • Inadequate customer support can lead to frustration and downtime.
  • Potential security vulnerabilities can put your data at risk.
  • Investing in a premium CRM like Office24by7 offers long-term benefits.

You can easily migrate from your existing CRM to Office24by7. Simply reach out to Office24by7 at +91 70971 71717 and we will help you through the process.