What it is
Every customer, every unit, one record
One place for the customer, the units they own and everything you have ever done for them. A dealer sells a unit once and services it for ten years, so the record has to outlive the deal.
What it does for a dealer
In practice
- The customer record carries the units, not the other way round.
- Contact history, quotes, jobs and invoices in one timeline.
- Find the customer who bought the boat in 2019 without opening a filing cabinet.
In practice
What you can do with it
One record per customer, with the machines they own hanging off it rather than the other way around.
- Customers, units, jobs, invoices and communication on one record.
- A customer with six machines is one customer, not six.
- Business and retail customers handled differently where they need to be.
- Notes and attachments held against the customer.
- Communication history, so anybody can see what was last said and by whom.
- Deposits and account balances visible on the record.
- Bulk SMS to the customers on current jobs when something changes.
- Marketing lists built from real customer data rather than a separate spreadsheet.
Dealerships accumulate customers who bought once and service somewhere else. The value of the record is knowing which ones those are.
See it working
Customer management in the product
Recorded in Workshop Software. DealershipSoft is the same platform with unit sales added, so this works the same way.
Give it two weeks. We'll help you get set up.
There's nothing complicated about getting started, and you won't be doing it alone. We'll show you how to set it up around the way your dealership already runs, then stay in touch while you find your feet.