Visual pipeline
Drag-and-drop board: New Enquiry, Appointment, Test Drive, Deal Done, Delivery, Delivered, plus Lost. Touch-friendly.
Sales CRM for Australian dealer groups
The CRM that runs your sales floor.
Every dealership CRM is a database your reps resent. This one encodes how the floor actually works — including the parts nobody else automates.
Two reps just claimed the same customer. Watch the board sort it out. →
Jane Mercer is already on Riley's board. The duplicate locked itself at the top of the pipeline and told Riley — before two reps turned up to the same desk.
Two reps work the same customer. Follow-ups slip. Deals reach the business manager half-baked.
None of that is a data problem. It's a floor problem — and it's the part a CRM built by people who've never run an up system always misses.
01 / lead protection
Lead protection with fair-play rules.
When two reps claim the same customer, the board arbitrates — the way a good sales manager would, every time, without being in the room.
The fight your managers have every week, settled by the system.
- Your boardSame customer already on your own board — you're warned before you add them.
- Other deptA rep in another department can add them, and the original rep is alerted.
- Same deptA rep in the same department needs manager or original-rep approval — the duplicate stays locked at New Enquiry until it's resolved.
- Named rightEvery duplicate alert names the customer the way you have them, not the way the other rep does.
02 / price-drop alerts
A reason to call back, made for you.
When the price of a car drops, every lead who enquired about it is flagged — automatically, the moment it happens. Not found three weeks later in a spreadsheet nobody opened.
03 / the deal-done gate
A deal can't close until it's complete.
Moving a lead to Deal Done opens a gate: deal number, finance details, aftermarket details and a signed contract, captured before it closes. The moment it's done, the business manager and aftermarket team get the details and the contract by email.
Process, enforced at the point it matters — not chased up afterwards.
04 / contracts
Contracts signed in the system.
Upload a PDF, place the fields, and the customer signs online. You get a signed PDF with a full audit trail — name, signature, timestamp, device. Track each contract from draft to sent to opened to signed, with a notification the moment it's opened or signed.
The rest of the floor
Everything a sales desk needs, without the padding.
Nothing saved wrong
No save button. Every edit persists the moment you make it.
Follow-ups that don't slip
Overdue follow-ups turn red. Appointment reminders the day before and an hour before; delivery reminders too.
Car details that don't disappear
Vehicle info comes from live inventory and tracked history, so it stays on the card after the car sells and leaves the website.
SMS with templates
Reusable templates with placeholders — first name, car, stock number, link. One-tap Google review requests, tracked.
Trade-in capture
Make, model, year, rego, odometer, valuation, payout and notes, held against the lead.
Delivery checklist
Customisable per user, with a live progress badge on the card.
Oversight without interference
Managers see their department's board, view a rep's card read-only, message the rep about a customer inline, and log manager contact distinctly.
Approval-gated Lost
A rep marking a lead Lost sends it to Lost-Pending for a manager or the original rep to approve or deny, with a note.
Contact log
A timestamped history of every interaction, with last-contacted tracking.
Runs on a phone
Mobile-first web app, installable to the home screen, with real push notifications. Reminders fire on your dealership's local time.
Roles that match the org
Salesperson, department manager, group-wide superuser. Multi-department membership, and a brand filter for principals.
The qualifier
Built for groups, not single stores.
DealerAutoI assumes more than one rooftop and more than one franchise. Reps belong to departments; departments map to your brands. Lead collisions are caught across departments, not just within one. A principal ticks which departments' boards to see and gets oversight of all of them.
If you run a single store, it's more than you need. If you run a group, it's built for exactly your problem.
See it on your own board
Book a demo.
We'll show you the lead-protection rules running on a board that looks like yours, with your departments and your brands. No slides — the product, doing the thing your managers argue about.