Automobile dealer
Automobile CRM for car, two-wheeler and commercial vehicle dealers
Book test drives, price exchanges, move finance and insurance along, and remind owners of every service. One customer record from showroom to workshop.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1EnquiryA buyer asks about a model through a call, portal, ad or showroom walk-in.
- Stage 2Test driveA test drive slot is booked on a demo vehicle and the outcome is noted.
- Stage 3QuoteAn on-road price quote with accessories and exchange value is shared.
- Stage 4BookingThe booking amount is taken and a model, variant and colour are allotted.
- Stage 5Finance/insuranceLoan and insurance are arranged and tracked until approved.
- Stage 6DeliveryThe vehicle is registered, inspected and handed over to the customer.
- Stage 7ServiceFirst free service and later schedules are reminded and booked.
What is a automobile dealer CRM?
An automobile dealer CRM tracks a buyer from the first enquiry to the first service and beyond. Gandiv keeps the model catalogue with variants, colours and on-road prices, so callers quote correctly and book test drives on available demo vehicles. Exchange vehicles are valued and attached to the deal, finance and insurance steps are tracked before delivery, and booking is linked to allotment. After delivery, service, insurance, PUC and fitness dates drive reminders, so the same customer returns to your workshop and your next showroom enquiry.
Why automobile dealer teams need one
Problem
Enquiries from portals are called after the buyer has already visited a rival.
With Gandiv
Every enquiry lands in one queue with a first-call timer and the interested model attached.
Problem
Test drive slots clash or demo cars are unavailable.
With Gandiv
A scheduler books by vehicle and time and shows what is free before a promise is made.
Problem
Old-car exchange value is guessed on the phone.
With Gandiv
A valuation form with photos and an agreed figure is attached to the deal.
Problem
Finance and insurance cases get lost between showroom and bank.
With Gandiv
A finance step on the deal tracks the bank, status and the documents still needed.
Problem
Customers forget services and go to a local garage.
With Gandiv
Service, insurance, PUC and fitness reminders bring them back before the due date.
Problem
Booking cancellations are noticed too late.
With Gandiv
Allotment and booking status are visible, with a list of bookings pending delivery.
Key features
Catalogue
Model catalogue with on-road price
Maintain models, variants, colours and accessories with ex-showroom, insurance, registration and on-road figures. Callers choose a model and send an accurate quote at once rather than promising to call back.
- Variant and colour master
- On-road price breakup
- Quote sent on WhatsApp
Catalogue
- Variant and colour master
- On-road price breakup
- Quote sent on WhatsApp
Test drives
Test drive scheduler by vehicle
Book test drives on demo vehicles by slot and executive, with a reminder to the customer and a location pin. Feedback after the drive moves the deal to quote or marks the reason for losing it.
- Demo vehicle availability
- Executive and slot assignment
- Post-drive feedback capture
Test drives
- Demo vehicle availability
- Executive and slot assignment
- Post-drive feedback capture
Exchange
Exchange valuation on the deal
Record the old vehicle details, photos and condition, then add the valuation offered. The exchange figure flows into the quote so the net price shown to the buyer is consistent from call to booking.
- Make, model, year and kilometres
- Photos and condition notes
- Value flows into the quote
Exchange
- Make, model, year and kilometres
- Photos and condition notes
- Value flows into the quote
Finance
Finance and insurance step tracked
Log the finance need, bank, loan amount and status, then the insurance choice. The deal cannot be marked ready for delivery until finance and documents are cleared, so handover is not delayed at the last hour.
- Bank and approval status
- Document checklist for loan
- Insurance choice on the deal
Finance
- Bank and approval status
- Document checklist for loan
- Insurance choice on the deal
Allotment
Booking and allotment visibility
See every booking with variant, colour, expected delivery and payment received. A pending-delivery list helps the team chase stock, update customers and prevent cancellations from surprising you.
- Booking amount and receipt
- Expected delivery date
- Pending delivery list
Allotment
- Booking amount and receipt
- Expected delivery date
- Pending delivery list
After sales
Service, PUC and insurance reminders
From the delivery date, reminders go out for free services, paid services, insurance renewal, PUC and fitness for commercial vehicles. Customers book directly, and workshop slots fill without cold calling.
- Service schedule from delivery date
- Insurance, PUC and fitness alerts
- Booking link on WhatsApp
After sales
- Service schedule from delivery date
- Insurance, PUC and fitness alerts
- Booking link on WhatsApp
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | Model · Variant · Colour · Exchange vehicle · Finance needed · Expected purchase date · Test drive done · Registration number |
|---|---|
| Automations | Test drive reminder - 3 hours before · Quote follow-up - 2 days after sending · Delivery day greeting and photo message · First service reminder T-7 · Insurance renewal T-30 |
| Reports | Enquiry to delivery funnel by model · Test drive to booking conversion · Bookings pending delivery · Executive-wise sales · Service return rate |
| Message templates | Model brochure and on-road price · Test drive confirmation with location · Booking receipt · Delivery congratulation · Service due reminder |
| Call script | Ask which model and variant, expected purchase date, and whether there is an old vehicle to exchange. Confirm finance requirement, offer a test drive slot and send the on-road price on WhatsApp before ending the call. |
Fields
Model · Variant · Colour · Exchange vehicle · Finance needed · Expected purchase date · Test drive done · Registration number
Automations
Test drive reminder - 3 hours before · Quote follow-up - 2 days after sending · Delivery day greeting and photo message · First service reminder T-7 · Insurance renewal T-30
Reports
Enquiry to delivery funnel by model · Test drive to booking conversion · Bookings pending delivery · Executive-wise sales · Service return rate
Message templates
Model brochure and on-road price · Test drive confirmation with location · Booking receipt · Delivery congratulation · Service due reminder
Call script
Ask which model and variant, expected purchase date, and whether there is an old vehicle to exchange. Confirm finance requirement, offer a test drive slot and send the on-road price on WhatsApp before ending the call.
By role
Dealer principal or GM
- Funnel by model and executive
- Bookings, stock and deliveries
- Service return and retention
Sales executive or telecaller
- Enquiry queue with timers
- Test drive and quote on the call
- Exchange and finance notes
Workshop and accounts
- Service and PUC reminder list
- Insurance renewals
- Booking receipts and allotment
Integrations for this industry
Related industries
Frequently asked questions
Can it send a day-0 to year-1 customer journey?
Yes. Messages and tasks can be set for delivery day, first week, first service and first anniversary, so the customer hears from you at each point.
Does it work for used car dealers?
Yes. Add stock details such as registration, kilometres and owner count, link enquiries to specific cars and track refurbishment, price and the buyer through to delivery.
Can I list prices for every variant?
Yes. Maintain the catalogue with ex-showroom, insurance and registration lines. Update the figures whenever the OEM revises prices.
Is there a roadside assistance feature?
You can log RSA requests as service tickets and set renewal reminders. The service itself is delivered by your partner provider.
Can several showrooms use one account?
Yes. Each showroom or branch can have its own team, stock and reports while the owner views all outlets together.
Start with the automobile dealer template
Your pipeline, fields and messages are created for you. Change anything later.