Go from test drives to testimonials

Delight customers with every interaction. Use data to learn about customers' preferences, requirements, and concerns. Proactively address issues, cater to their preferences, and create a memorable car buying experience for each customer.

Drive more walk-ins to your showroom

Tailor impressive outreach campaigns to generate interest in your brand. Track and improve cost-per-lead for Google Ads. Invite leads to auto expos and events. Monitor social channels and engage instantly when brand names are mentioned.

Use process automation and free up agents for selling

Automate redundant tasks like responding to web enquiries, booking test drives, sending follow-ups, and generating invoices. Assign high-priority leads to sales agents and help them focus on closing the deal.

Turn casual inquiries into car buyers

Use AI-driven insights to match drivers and their households with the right cars. Sell more cars with tailored quotes crafted around buyers' budgets. Create customer engagement models and nurture leads to conversion.

Rev up revenue with targeted cross and up-selling

Upsell a higher-end model or a limited edition series, based on the driver's preferences. Sell extended warranties, insurance, or additional car accessories tailored to each buyer's needs based on Zia recommendations.

Use a single platform for finance and insurance management

Track the entire buying process on a single platform, from loan application processing to approval and payment. Get complete visibility into the buyer's lease and loan accounts. Advocate for insurance packages that are in line with the driver's history and affordability.

Orchestrate seamless car servicing

Drivers dread garages and auto shops. Make yours an exception. Help drivers seamlessly book appointments, assign cars to the right technicians, track jobs to completion, follow up on payments, and keep customers in the loop throughout the service journey.

Track key performance indicators with AI-led insights

Track deals, deal size, sales cycle time, and up-selling and cross-selling revenue against targets for each region and sales agent. Use KPIs to identify star performers; bridge skill gaps to boost overall sales figures.

Onboard and improve 1-on-1 dealer relationships

Recruit dealers with rich client profiles and goals across geographies. Handle contract signing and licensing, and train them on your products, pricing structures, marketing, and incentive programs—all coordinated from within the app.

Grow revenue through inclusive dealer management

Track dealer performance by monitoring customer satisfaction, sales, productivity, and service quality. Reward high-performing dealers and provide tailored support and training to nurture dealer relationships.

Create custom organization accounts for dealers, OEMs, garages, and auto repair shops

OEMs and manufacturers can view, update, and get notified of changes in customers orders. Corporate heads can track vehicle history and keep dealers in check to ensure a consistent brand experience pre- and post-sales.

Dealer management system

Streamline and digitize the
end-to-end vehicle service process

Zoho CRM for automotive sales and service

Simplify and automate service appointments

Accept service appointments through webforms, calls, chat bots, or walk-ins. Reduce scheduling conflicts with a real-time view of available slots and optimize bay area utilization. Let customers choose slots based on preferred dates, times, and even technicians.

Elevate customer interactions with omnichannel communications

Proactively remind customers when vehicles are due for maintenance. Alert customers about upcoming service appointments via SMS, WhatsApp, or email. Send periodic notifications and updates about service progress.

Schedule vehicle pick-up and loaner vehicles

Verify the availability of drivers and schedule vehicle pick-up from customers' locations. Get a comprehensive view of the availability of loaner cars on a timeline view and assign them to customers as needed.

Automate service operations

Streamline every action from entry to exit. Set up integrated workflows to create job cards and assign technicians, insurance approvers, and post-service inspectors. Automate communication to customers at critical service milestones. Instill trust in your services.

Get instant approvals for estimates

Generate instant estimates for maintenance and service packages with an itemized breakdown of parts replaced and services rendered. Ensure a smooth approval process for service advisors and customers using digital signatures.

Diagnose issues faster

Integrate with on-board diagnostics application and vehicle telematics to get information on vehicle health, system alerts, and fault codes. Diagnose issues faster with custom inspection checklists and vehicle usage patterns.

Ensure seamless hand-off and payments

Integrate with fintech and payment apps to accept payments via any mode seamlessly. Raise insurance claims from within the application. Track status updates and notify insurance agencies and customers in real time.

Keep customers coming back

Create loyalty programs and rewards to increase customer lifetime value. Identify customer pain points and areas for improvement using customer surveys. Implement effective changes to improve service quality.

Give technicians custom portals to access jobs

Use portals to empower technicians to pick up, view, access, or update jobs assigned to them on kiosks located in workshops. Drive efficiency and improve technicians' productivity with seamless job management.

Spend less time looking for parts

Help staff buy, sell, and issue parts, and handle returns seamlessly from within the CRM. Get notified when stocks run low and send out purchase orders in just a few clicks. Help staff find the right parts quickly with effective inventory management.

Proactively plan service capacity

Forecast demand for services based on historical service bookings, seasonal trends, vehicle telematics, and customer maintenance schedules. Anticipate peak service demand and plan technician, parts, and workshop availability.

Get AI-led insights to improve service quality

Auto-generate reports and dashboards to view service cycle time, cars serviced, and revenue generated and compare them against targets. Discover popular services and come up with new solution offerings to cater to customer demands.

Disclaimer: Zoho CRM is not an out-of-the-box vertical CRM solution. It is an industry-agnostic CRM platform that can be customized to suit various industries. The capabilities and solutions showcased above are a result of such customization.