Every lead from walk-in, web, or third-party portal lands in one inbox. A 360° customer view shows their entire history — past services, finance, exchanges — before the salesperson opens their mouth. Bookings flow into invoicing. Finance payouts are tracked to the rupee. The funnel report tells you where leads stall.
Five Critical features ship in every tier. Four supporting features round out the workflow — from digital test rides to exchange management.
Capture inquiries from walk-ins, your website, OEM portals, and third-party listings — all in one inbox. Auto-assignment to the nearest executive based on customer location and salesperson availability.
Single window showing every past interaction — sales, service, finance, exchanges, feedback. Salespeople know the customer's full history before the first hello.
Unique ID tracking for every vehicle in inventory — from OEM dispatch to customer delivery. Reserve, allocate, transfer between branches without losing chain of custody.
Proforma invoice on token receipt, full tax invoice on delivery. GST-compliant, e-invoice ready (IRN auto-generated), digitally signed. Multi-state, multi-OEM, multi-currency-of-account.
How many days each VIN has been in stock. Branch-level and variant-level. Connects to Ops Pilot — auto-suggest branch transfers before holding cycles exceed 45 days.
Paperless indemnity forms, GPS-tracked route, automated drop-back confirmation. Customer signs on tablet. No physical paperwork ever leaves the showroom.
Track pending disbursals from HDFC, ICICI, SBI, Bajaj Finance and 20+ NBFCs. Auto-escalate to Finance Head if disbursal pending > 24 hours.
Conversion analytics from Lead → Test Drive → Booking → Invoice → Delivery. Per branch, per executive, per OEM, per model. Identifies coaching opportunities automatically.
Used-vehicle appraisal tool integrated into the sales workflow. Pull market valuation, capture inspection photos, generate exchange offer — all in one workflow.
Sales SLAs are easy to write and impossible to enforce manually. Ops Pilot watches every lead, every test ride, every booking — and acts the moment something falls behind.
If a lead is unassigned > 2 hours, Ops Pilot reroutes to the next available executive. Branch Manager gets notified.
If test drive completed but no booking in 48 hours, auto-trigger WhatsApp follow-up with personalised offer. Conversion +18%.
If branch sales < 80% of monthly target by 20th, Chairman + GM get notified with branch action plan.
Book a 30-minute demo. We'll show you the lead inbox, the 360° view, and the funnel report — running on your OEM workflow.