Industries · Automotive
Dealership Workflow Automation
Australian dealerships run on systems that don't talk: the DMS, the CRM, the manufacturer portals, the finance spreadsheets. We automate the manual steps between them so your sales and service teams spend their time with customers, not keyboards.
Where dealership hours actually go
The pattern is consistent across every dealership we speak with. A lead comes in from a listing site and someone re-types it into the CRM. A customer books a service and someone confirms it by phone, then again by SMS, then updates the workshop board. Month end arrives and the manufacturer portal wants numbers that live in the DMS: exported, reformatted, uploaded by hand.
Individually these are minutes. Across a sales team, a service desk and an admin office, they’re entire roles, and they’re the roles hardest to fill and keep. Automating the handling doesn’t change how you sell or service cars; it removes the typing between the systems you already run.
Dealerships share this shape with our healthcare clients: high transaction volume, several disconnected systems, and recurring reporting obligations. The same platform and method apply. Read our approach and story or start with a discovery call.
What we automate for dealerships
Lead capture & follow-up
Enquiries from every channel landing in the CRM correctly, with follow-up sequences triggered automatically and handovers tracked.
Service booking admin
Booking confirmations, reminders and status updates triggered by workshop events instead of worked through a call sheet.
DMS to CRM data flow
Customer and vehicle data kept consistent across the DMS, CRM and marketing tools without re-keying.
Manufacturer & portal reporting
Recurring submissions to manufacturer portals assembled from your systems automatically.
Finance & aftermarket handoffs
Deal packs and customer details flowing to finance and aftermarket teams the moment a deal progresses.
Management reporting
Daily and monthly performance reporting compiled from live system data, not Friday-afternoon exports.
How it works
A clear path from first call to running automation
- Step 1
Discovery
A free 15-minute call to understand your most significant pain points and goals.
- Step 2
Audit & strategy
We map your workflows and build a custom automation roadmap with a clear return on investment.
- Step 3
Implementation
We build, test and deploy your solution with minimal disruption to daily operations.
- Step 4
Optimise & scale
Ongoing optimisation and support as your organisation and its workflows evolve.
Dealership automation FAQs
Can you integrate with our DMS?
Will automation replace our sales staff?
Is customer data handled securely?
Can we start with one department?
Get your team off the keyboard and onto the floor
Book a free 15-minute discovery call. Tell us where the double-handling happens in your dealership, and we'll tell you what's automatable.
Prefer to talk directly?
+61 485 881 787
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[email protected]
