CRM for automotive dealers: from test drive to delivery the entire sales process on one screen
Automotive dealer software, program and CRM on one platform: Automotive dealer job tracking software, customer management software and sales automation with WhatsApp.
Every buyer who walks into the showroom, messages you on Instagram, or fills out an ad form is lost on a sales rep's phone; nobody knows exactly who came for a test drive, who received a quote, or who is waiting for delivery. ÖzgürKod brings all channels together in a unified inbox, tracks the sales process in the pipeline from first conversation to delivery, and syncs test drive appointments with Google Calendar; it makes the sales opportunity in service customers visible through the cross-sell report.
Which CRM software should be used for Automotive dealer? ÖzgürKod is a CRM for Automotive dealer businesses: Test drive appointments live in the calendar, the sales process runs in the pipeline from first conversation to delivery, and service customers are linked to sales opportunities through the cross-sell report. Setup takes minutes; try it free for 7 days.
Everyday problems at the dealership
Your ad budget generates leads, but the process that turns leads into sales is scattered across sales reps' phones and memories.
Leads come in and go cold before anyone calls
A buyer who filled out the Meta ad form waits on the list; the sales rep is busy, so the call slips to the next day. A customer visiting three dealerships in one day buys the car from the place that makes the first serious follow-up.
Customer details live on the sales rep's phone
Conversations run through sales reps' personal WhatsApp. When a rep goes on leave or leaves the job, the customer, the promises made and the negotiation history leave with them; management sees none of the conversations.
Test drive appointments get mixed up
The same test car gets booked for two different times; the customer arrives at the showroom and the car is on the road. Paper notebooks and memory create a poor first impression at the brand's door.
A quote was sent, then nothing is clear
How many customers received a quote, how many are thinking it over, how many went to a competitor — at month's end nobody can give firm numbers. When quote follow-up is left to each rep's discretion, even a hot customer quietly drops off the list; the loss is only noticed when a competitor makes the delivery.
“When will it be delivered?” traffic
Customers waiting for delivery call every week to ask about their car; the rep chases logistics information every time. Stock and delivery time questions eat up a large part of the day that should go to selling; when the information arrives late, trust erodes too.
The sales opportunity in service customers stays invisible
A customer who services regularly has an aging car and develops trade-in intent; but service and sales records live in separate worlds. You only find out later that the customer bought a new model from a rival dealer.
What does ÖzgürKod do for automotive dealers?
On top of general CRM tools, workflows tailored to your showroom and sales process.
From lead to delivery: the dealership sales journey
- Connect Meta Lead Forms: a prospect who fills out the ad form becomes a card automatically with its source and campaign, and is assigned to a rep by round-robin
- Track the sales process in a customizable pipeline: First conversation → Test drive → Quote → Delivery → Handover; stalled opportunities appear in a separate view
- Manage test drive appointments with an online booking page and two-way Google Calendar sync; no double-booking the same car
- Answer stock, equipment and delivery time questions with quick-response templates; send your quote as a PDF in TL or foreign currency
- Tag service customers and announce your new model launch to the right audience with a cross-sell report and segment-targeted campaign
- Use the Meta Ads ROI Center to see which campaign brought how many leads and how many sales; shift budget to the ads that deliver results
An ad form, a WhatsApp message, an Instagram message or a showroom visit turns into a card; the source and campaign tag are recorded automatically, and duplicate protection is on.
The lead is assigned to a sales rep through round-robin; each rep sees only their own customers, while management monitors the whole process and rep performance.
Appointments are booked from an online page or from the dashboard and sync both ways with Google Calendar; no vehicle or time-slot clashes.
Equipment, trade-in and price line items are gathered in a PDF quote; the Sent → Approved / Revised status is tracked in the pipeline.
The deposit and payment plan of a customer who reaches the deal stage are entered into payment tracking; receipts stay on the card, and AI detects the receipt.
Delivery preparation progresses as a checklist on the task card; the “your vehicle is ready for delivery” message is sent with a template.
After delivery, the customer is tracked with a service tag; the new model launch is announced with a segment-targeted campaign, and opportunities flow back to sales.
Not from a personal phone, but from the business line
Don't let Customer messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.
In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).
The chatbot answers common questions and collects customer information; a member of your team takes over the conversation whenever you want.
Send an announcement or reminder to the customer group you choose with a Meta-approved template; see how many people it reached and how many read it.
Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.
Don't track everything yourself; let it tell you what matters
It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.
Know who to get back to first
- Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
- Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
- Today's tasks: a short morning summary showing who you need to follow up with that day.
- Ask a question: type questions like “How many new customer came in this month?” and get answers from your data.
AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.
Messages, quote, payment collection and your team — in one account
When a customer writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.
Customer cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.
Team and permissionsAssign records to team members; if you want, each person sees only their own customers.
Track it from ad to customerLeads from Meta ad forms land in the record together with their source.
Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.
The tools you need in one place
Click any one to explore it in detail.
Unified inbox
WhatsApp, Instagram DMs and comments, Messenger, Telegram, TikTok and web chat on one screen.
Appointments and reminders
An online booking page, WhatsApp reminders, and a calendar that updates with “Coming / Cancel / Another time” replies.
Lead Pool and sales process
Track leads by temperature and stage, so you never miss a record whose follow-up date has passed.
Quotes and deals
Prepare an itemized quote in minutes, send it as a PDF, and track its status.
Payments and payment collection
Deposit, partial payment and balance; see who owes how much on their card.
Team task tracking
Assign work to a person, slot it into their free time, and catch overdue work with a notification.
Chatbot
24/7 answers to common questions, information collection and handover to your team.
WhatsApp campaigns
Bulk messages to the group you choose with an approved template; delivered and read tracking.
Metrics and reports
New leads, response times, won and lost records on a single dashboard.
Product and service catalog
Enter your services and prices once; use them in quotes and in chat.
Wherever your Customer write from
Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the customer card.
- WhatsAppCloud API or QR
- InstagramDMs and comments
- MessengerYour Facebook page
- TelegramYour Telegram bot
- TikTokDM
- Web chatThe widget on your site
- Meta ad formsWith the ad source
Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →
What should you look for when choosing a CRM for Automotive dealer?
Before you decide, evaluate your candidates against these 5 criteria.
5 criteria
- A module ready for your industry. Instead of adapting a generic CRM for months Automotive dealer choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
- WhatsApp and Instagram integration. In Turkey customer most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
- Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
- Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
- Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.
Automotive dealer program, software or CRM?
Most business owners search for the solution they need as “Automotive dealer program,” “Automotive dealer software,” “Automotive dealer job tracking software” or “Automotive dealer customer management software.” “CRM” is the international name for this solution, and the need is the same: keep customer information in one place, never miss a request, and bring order to your work.
As a Automotive dealer automation, ÖzgürKod gathers customer messages from WhatsApp, Instagram and the web in one panel and handles quote and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.
Method comparison for Automotive dealer
Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.
| Criteria | Notebook / Excel | General (foreign) CRM | ÖzgürKod |
|---|---|---|---|
| Mesajlar | Scattered across phones | Mostly an extra module or extra fee | WhatsApp, Instagram and web in one inbox |
| Reminders and follow-up | Left to memory | Needs setup and integration | Follow-up date, notification and tasks ready |
| Customer history | Between notebook, phone and email | Yes, with generic fields | On one card: messages, quote, payments, notes |
| Teamwork | It’s unclear who is handling what | Extra cost per user | Assignment, tasks and record-based permissions |
| Language and pricing | — | Usually $ pricing, English support | TL pricing, local support in Turkish |
| Starter | Invisible cost in time | Long setup, exchange rate risk | 7-day free trial |
Starts at 2.500 ₺ / month
7-day free trial · No setup fee · Upgrade your plan any time
Every message answered late is an opportunity handed to a competitor.
If your average sale is ₺4,000: the monthly cost of your subscription is not even a single sale.
Frequently asked questions
Have another question? Write to us and we’ll look at your workflow together.
What does a CRM do for an authorized car dealership?
A dealership's real capital is leads; a CRM keeps that capital from slipping away. Ad forms, WhatsApp, Instagram and showroom visits come together in a single inbox; every prospect becomes a card with its source and is assigned to a sales rep. The sales process moves through the pipeline in stages — conversation, test drive, quote, deal; overdue opportunities stand out on the dashboard. Management sees in reports the answers to who called how many leads, who gave how many quotes and which ads brought sales.
Sales reps keep customers on their own phones; how do I prevent that?
The dealership's WhatsApp line is connected to ÖzgürKod; all conversations run through the company dashboard. Incoming leads are distributed to sales reps by round-robin, and with the “each team member sees only their own customers” rule everyone can access only their own portfolio, while the manager monitors all conversations and the rep performance report. Even if a rep leaves, the customer, the conversation history and the negotiation records stay with the dealership; the portfolio is transferred to another rep with one click.
Does the system automatically notify the customer when the delivery date approaches?
No. The system does not send scheduled messages on its own. The correct flow is this: the delivery preparation of the vehicle under deal progresses on a task card and a deadline notification goes to your team; when the vehicle arrives, the sales rep sends the “your vehicle is ready for delivery” template with one click. You also reply to “when will it arrive?” questions that come in during the process within seconds using ready-made templates. The content and timing of messages are always under your team's control.
Can I see whether our Meta ads actually bring sales?
Yes. With the Meta Lead Forms integration, every prospect who fills out the form lands on a card with the ad and campaign they came from; duplicate protection prevents the same person from being counted as a lead twice. The Meta Ads ROI Center shows the number of leads each campaign brought and where those leads reached in the pipeline. So instead of the feeling of “lots of form fills, no business,” you discuss with data which campaign produced test drives and deals.
How do I generate new sales from service customers?
When service and sales share the same dashboard, the opportunity becomes visible. Customers who come in for service are tagged; the age and history of their vehicle sit on the card. AI classifies messages such as “I'm thinking of selling my car and upgrading to a higher model” as a hot opportunity and brings them to the top. You send the new model or trade-in campaign to the service-tagged segment with a Meta-approved template; the cross-sell report shows which customer group converted to a second product.
Are customer data and conversations safe under KVKK (Turkey's personal data protection law)?
Yes. Customer data, conversations and payment records are stored with KVKK (Turkey's personal data protection law) requirements in mind; role-based permissions mean sales reps see only their own customers, and access is logged. For campaign sends, rate control, duplicate blocking and automatic pausing when the error rate rises are in place; you handle data deletion requests from the panel. All communication that runs through your corporate line stays in the dealer's own record and under dealer control, not on personal phones.
Automotive dealer software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Automotive dealer software", "Automotive dealer software", "Automotive dealer job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.
Solutions for similar businesses
Move leads from the sales rep's phone into the panel
7-day free trial, no credit card required. Connect WhatsApp and Meta Lead Forms on day one; by the end of the week you'll see your pipeline in a report.