CRM and lead management
Capture leads from walk in, campaigns, call center, and digital sources. Assign to sales reps, track follow ups,
schedule test drives, and monitor conversion by outlet, model, and campaign.
Sales order and SPK lifecycle
Manage quotations, booking fees, SPK creation, approvals, delivery planning, and completion. Automate document
checklists, pricing controls, and incentive calculations with clear audit trails.
Vehicle inventory by VIN
Track stock by VIN and status: in transit, available, reserved, demo, delivered, and warranty active. Support
allocation from principal, indent orders, and inter outlet transfers with approval workflows.
Pricing, promotions, and incentives
Control price lists by outlet and customer segment, manage promotions and bundles, and calculate sales incentives
based on approved rules. Prevent unauthorized discounting with tiered approvals.
Finance and insurance integration
Create credit applications, simulate installment options, and manage lender and insurer submissions. Track approval
status, commissions, and disbursement timelines per SPK and per partner.
Service booking and customer retention
Enable online and call center booking, manage capacity per day and per bay, and send reminders for periodic service.
Maintain full service history per vehicle for loyalty and upsell programs.
Workshop job order and execution
Create job orders, assign mechanics, record labor and parts usage, and track progress status. Support quick service,
general repair, body and paint, and recall campaigns with structured workflows.
Warranty and claim management
Manage warranty eligibility, claim submission to principal, approvals, and settlement status. Store required evidence,
job order references, and parts traceability to meet principal audit requirements.
Spare parts and inventory control
Parts master, price tiers, purchasing, receiving, bin location, issue to job orders, and returns. Track fast moving
parts, minimum stock, and inter outlet transfers while preventing leakage and shrinkage.
Accounting, reconciliation, and closing
Integrate sales, parts, and service postings to finance. Support daily cashier reconciliation, bank deposits,
receivable tracking, and periodic closing per outlet with audit ready trails.
Management dashboards and KPIs
Real time KPIs: sales funnel, delivery, aging stock, service throughput, parts turnover, warranty claims, and
profitability per outlet. Provide executive dashboards for dealer principals and management.
Roles, approvals, and compliance
Role based access for sales, service, parts, finance, and management. Configure maker checker approvals for pricing,
discounts, transfers, write offs, and claims to meet principal and internal control requirements.