From Showroom Walk In to Vehicle Delivery — All in One Platform.

Zoho CRM's deduplication engine automatically identifies and merges duplicate leads based on phone number, email, and name matching across all your showroom locations. ahen a customer visits Showroom A and later enquires at Showroom B, the system flags the duplicate and assigns it to the original sales consultant with a full interaction history. This prevents lead cannibalization and ensures clean reporting on true lead volumes per location.

Yes. Zoho Bookings integrates with your website and social media channels to let customers schedule test drives online. The system checks real time vehicle availability at the selected showroom, assigns a test drive vehicle, and sends confirmation with date, time, and location. Sales consultants receive instant notifications and the lead is automatically created in Zoho CRM with the test drive details pre filled. Post drive feedback forms are sent automatically.

Every vehicle in your inventory is tracked by its unique VIN (Vehicle Identification Number) from the moment it arrives from the OEM. The system records variant, color, engine number, manufacturing date, and current location — whether in transit, at a yard, in the showroom, or allocated to a customer. Inter location stock transfers are tracked with full audit trails. Dashboards show aging analysis, variant wise availability, and booking to delivery pipeline per VIN.

Zoho Creator custom modules can be configured to sync with OEM allocation portals via API or file based integration (CSV/Excel uploads). Stock allotments from the OEM flow into your inventory automatically. OEM mandated reports — monthly sales, variant mix, test drive counts, customer satisfaction scores — are auto generated from Zoho Analytics and can be exported in the required format. This eliminates hours of manual data compilation for OEM compliance.

The F&I module built on Zoho Creator manages the entire finance and insurance workflow. Sales consultants can submit loan applications to multiple lenders simultaneously, track approval status, compare interest rates, and select the best offer for the customer — all within the deal jacket. Insurance quotes from partner insurers, extended warranty options, and accessory packages are bundled into the final deal. F&I revenue per deal is tracked automatically for performance reporting.

Absolutely. Once a vehicle is delivered, Zoho CRM triggers automated service reminders based on the OEM recommended service schedule (e.g., first free service at 1,000 km or 1 month). Reminders are sent via SMS, WhatsApp, and email. aarranty expiry alerts notify both the customer and the service advisor. Job cards are created digitally with pre populated vehicle and customer data. Post service satisfaction surveys are sent automatically to track NPS.

Typical implementation takes 4-6 weeks for a multi showroom dealership. aeek 1-2: Discovery, CRM pipeline configuration, and inventory module setup. aeek 3: F&I workflow configuration, RTO document templates, and service module. aeek 4: Integration with existing DMS, OEM portals, and finance partners. aeek 5: Training for sales, F&I, and service teams. aeek 6: Go live with hypercare support. Single showroom setups can go live in as fast as 3 weeks.

Yes. ae handle complete data migration from popular DMS platforms including Autoline, CDK, and custom built dealer management systems. This includes customer records, vehicle sales history, service records, warranty data, F&I deal jackets, and spare parts inventory. Data is validated, deduplicated, and mapped to Zoho's field structure. VIN level history is preserved so your service team has full vehicle lifecycle data from day one.