Industry package
Every enquiry, test drive and delivery on one board
Dealerships lose buyers between the test drive and the finance decision. This package tracks the whole path, with vehicle details, financing state and delivery paperwork on the same record.
A complete vehicle dealership workspace: buyers, vehicle inquiries, inventory, a vehicle-deal workflow with financing and delivery, salesperson/financing reporting and dashboards.
What gets in the way
Test drives are not connected to outcomes
The single strongest buying signal a dealership gets is usually recorded on paper, so nobody can measure how many test drives become sales, or for which salesperson.
Financing stalls deals invisibly
A buyer waiting on a finance decision is neither won nor lost, and without a stage for it they simply disappear from anyone's attention.
Delivery paperwork is a separate world
Registration, insurance and handover documents each have an approval state, and they decide whether a sold car can actually leave the lot.
How the package handles it
- Test drive and financing are explicit pipeline stages, so the dealership can measure conversion at the two points that decide the sale.
- Vehicle, buyer and salesperson details are structured fields, so performance and stock movement are grouped reports rather than a manual tally.
- A vehicle sale case carries registration and handover documents with approval states, so delivery is not held up by a surprise.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Vehicle Sale
Cases and documents
Operational case types and the document types tracked against them, each with its own approval state.
- Vehicle Deal Case
- National ID
- Driver's license
- Proof of income
- Financing agreement
- Sale contract
- Vehicle registration
- Delivery note
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace is a vehicle dealership. Contacts are buyers with a budget range and financing need; leads are vehicle inquiries; products are vehicles in inventory; deals are vehicle deals; operational cases are vehicle deal files covering financing, registration and delivery.
Start with Automotive Dealership configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.