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CRM for Automotive

Lead management, service scheduling, and customer retention for dealerships and service centers.

Automotive retail is relationship-intensive from first click to final trade-in. When sales and service operate on separate systems, you lose the complete customer picture. We build CRMs that unify the entire customer lifecycle and drive lifetime value.

Automotive

Challenges We Solve

Common pain points in automotive, and how a custom CRM eliminates each one.

The Challenges

  • Internet leads from multiple sources with no unified tracking
  • Service department disconnected from sales CRM
  • No systematic follow-up for service customers and lease expirations
  • Manual recall notification and service campaign management

Our Solutions

  • Centralized lead management from all sources with auto-routing
  • Unified sales and service customer profiles
  • Automated service reminders, lease expiration, and recall alerts
  • Customer lifecycle marketing from purchase through trade-in

Every Lead, Every Source, One Pipeline

AutoTrader, Cars.com, your website, walk-ins: every lead enters one system with automatic deduplication, source tracking, and intelligent routing to the right salesperson.

  • Multi-source lead aggregation with deduplication
  • Automated lead scoring and salesperson routing
  • Desking and deal tracking from pencil to delivery
  • Service reminder automation with online scheduling
  • Lease and loan maturity pipeline for trade-in marketing

Service Drives Revenue

Your service department is your retention engine. Automated maintenance reminders, recall notifications, and seasonal campaigns keep customers coming back and buying their next vehicle from you.

Client Reviews

What Our Clients Say

Managing VIP guests across 4 locations was impossible until we got a unified CRM. Now a regular at our Marina location gets recognized at our SoMa spot too.

Yuki Tanaka

Operations Manager, Sakura Restaurant Group

San Francisco, CA

Managing 200+ member relationships and grain contracts in a custom CRM replaced a filing cabinet and three spreadsheets. Our members can log in and see their own data.

Robert Johansson

General Manager, Prairie Sun Cooperative

Fargo, ND

Member management, class scheduling, and personal training bookings in one system. Automated check-ins flag at-risk members before they cancel. Retention up 22%.

Jake Morrison

Owner, Iron City Fitness

Pittsburgh, PA

Pet parent communication is everything in our business. Vaccination reminders, post-surgery follow-ups, and wellness plan tracking all automated. Our clients feel cared for.

Dr. Rachel Green

Veterinarian, Paws & Claws Animal Hospital

Raleigh, NC

Fly-in/fly-out workforce management, equipment tracking, and client reporting. Our CRM handles the unique complexities of remote mining operations in WA.

Emma Richards

Operations Manager, Outback Mining Services

Perth, WA

Medicare billing integration and patient recall system built for Australian healthcare. Our GPs love it because it actually understands how Australian practices work.

Sarah Thompson

Practice Manager, Coastal Family Medical

Gold Coast, QLD

Group tour management from deposit to departure. Automated payment reminders, packing lists, and pre-trip communications. Our guides show up to happier, better-prepared groups.

Patrick Dunn

Director, Adventure Outbound

Bend, OR

Event management from lead to invoice. The automated tastings scheduler and proposal generator cut our booking time from 2 weeks to 3 days.

Robert Campbell

Owner, Campbell Catering Co

Atlanta, GA

Ready to Transform Your Automotive CRM?

Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.