Customer file and CRM for your dealership
Open a customer and you see their vehicles, their orders and the next due date — on one page, not in three programs.
At a glance
Customer since when, ordered in the last three months and in total. Below that their vehicles and the latest orders with intake date, work, status and total.
Vehicles, orders and totals appear in the Premium plan — the plan with workshop orders. In Basis and Pro the file stays with the customer record.
Vehicles with roadworthiness test (HU) and service
Per vehicle the mileage, the date of the next roadworthiness test (HU) and of the next service — marked "due" or "overdue" when the time comes.
The registration document can be stored with the vehicle as a photo or PDF. The file shows whether it is there or missing.
Reminder for the customer: roadworthiness test (HU) and service
Six weeks before the roadworthiness test (HU) or the service is due, the customer receives an e-mail — once per vehicle and due date.
Only with their consent: the switch for it is on the customer. Nothing is sent for dates that have already passed. Like the file, the reminder is part of the Premium plan and is sent through your own e-mail sender.
Customer records with search
Every customer has their own number. You find them by name, company, e-mail or phone — one search field, not a form with eight fields.
The contact form of your website lands as an enquiry in the same list and can be turned into a customer.
What is not here
Vehicles, orders, the registration document and the reminder are part of the Premium plan, not of Basis and Pro. The reminder for the roadworthiness test (HU) and service goes out by e-mail — not by SMS and not by WhatsApp. There are no newsletters, campaigns or sales pipelines: the file shows what has happened and what is due.