Automotive blueprint

From test drive to service bay, one customer record.

Dealerships, detailing studios, wrap and signage shops and vehicle service centres running sales and servicing together. The Automotive blueprint covers both halves of the customer.

Sound familiar?

01

Service history cut off from sales

The customer who bought the car is a stranger when they book a service.

02

Repair pipelines on a whiteboard

Vehicles in the workshop tracked in marker pen, and status calls interrupt the floor.

03

No rebooking loop

Nobody invites last year’s service customers back, so the revenue leaks to the chain stores.

The Automotive blueprint

What installs when you pick Automotive.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Vehicle Sales Pipeline

  1. 1New Enquiry
  2. 2Vehicle Matched/Presented
  3. 3Test Drive Scheduled
  4. 4Test Drive Completed
  5. 5Quote/Offer Issued
  6. 6Trade-In Assessed
  7. 7Finance Application Submitted
  8. 8Finance Approved
  9. 9Contracts Signed
  10. 10Delivery Scheduled
  11. 11Delivered
  12. 12Post-Sale Follow-up

Custom fields on top of the standard ones

FieldType
Vehicle Interesttext
New or Useddropdown
Trade-In Odometer (km)number
Sale Typedropdown
Gross Profitcurrency
Delivery Datedate

Starter catalog one click seeds these as real products and services

  • Cast Vinyl Film (per m²)
  • Gloss Laminate (per m²)
  • Paint Protection Film (per m²)
  • Full Vehicle Wrap — Sedan / Hatch
  • Full Vehicle Wrap — SUV / Ute / Van
  • Partial Wrap
  • Wrap Removal
  • Paint Protection Film — Front End
  • and 6 more

Built for how automotive actually works.

  • Vehicles, trade-ins, test drives and finance applications as linked records
  • Wrap and signage jobs run their own pipeline from design to invoiced
  • SMS updates keep owners informed without phone tag
  • Service-due sequences rebook customers on their own

Blueprints stack. Run Automotive alongside any other blueprint in the same workspace, and switch later without losing records.

Your automotive workspace, live in about two minutes.

Pick the Automotive blueprint during signup and start the 21-day free trial. No card needed to look around.