CRM & Follow-Ups

Most lost sales were never lost. They were forgotten.

A buyer who enquires and hears nothing back doesn’t complain — they buy elsewhere. The Dealersip CRM keeps every lead in one place with a follow-up date and a next action, so silence never costs you a deal.

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Today’s follow-ups
Call back
Buyers waiting on an answer about a specific vehicle.
Send quote
Deals that stall without a number in writing.
Book test drive
The step that turns interest into a sale.
Ask Bella
“Which leads need attention today?”

Capabilities

What the CRM includes

Every lead in one place

Website enquiries arrive automatically with the vehicle attached; walk-ins and phone calls are added in seconds. No lead lives only in someone’s notebook or inbox.

Follow-up reminders that don’t let go

Every lead carries a follow-up date. When it comes due, it surfaces — so a busy Saturday doesn’t erase Monday’s promises.

A clear next action on every lead

Call back, send the quote, book the test drive — each lead states what happens next, so anyone on the team can pick it up and move it forward.

Leads linked to real vehicles

A lead isn’t just a name — it is connected to the actual unit in your inventory, with its price, photos and status one click away during the conversation.

Sales activity you can inspect

See how leads are progressing and where they stall. When something looks off, ask Bella — her answer comes from the same records.

Closed deals post their own accounting

When a lead becomes a sale, the transaction flows into the built-in accounting — the deal, any trade-in, and the receivable if the buyer pays over time.

Bella on your leads

“Which leads need attention today?”

Bella reads the same lead records your team works from. Ask her where follow-ups stand, and she answers with your live pipeline — then takes you to the leads that matter. Meet Bella.

Bella
Bella
Sample conversation
Which leads need attention today?
You have follow-ups due today, and a few that went past their date last week — those are the riskiest. Two of them enquired about vehicles that are still in stock. Want me to open the overdue list?
Open it.

Questions

Frequently asked questions

Enquiries from your dealership website flow in automatically with the vehicle attached, and your team can add walk-in and phone leads in seconds. Everything lives in one list instead of notebooks, inboxes and memory.

Every lead carries a follow-up date and a clear next action, such as call back, send quote or book a test drive. Reminders surface what is due, so the day starts with a worklist instead of a guess.

Yes. Because the CRM shares the platform’s data, you can ask Bella which leads need attention or how follow-ups are going, and she answers from your live records.

No. The CRM is part of the same platform as inventory, website, marketing and accounting. A lead is linked to a real vehicle record, and when the deal closes, the sale posts its own accounting.

Stop losing the deals you already earned

See the follow-up worklist in action in a demo.

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