Sales CRM
Turn Every Enquiry Into a Sales Opportunity.
Subheadline
DeaDealerSetu Sales CRM gives your sales team complete visibility into every customer journey—from the first enquiry to vehicle delivery—so no lead is forgotten, no follow-up is missed, and every opportunity is tracked.
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Watch Sales Workflow
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Large dashboard
Customer Journey
Website
Walk-in
Phone
OEM Leads
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Lead Creation
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Sales Executive
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Follow-up
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Test Drive
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Quotation
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Booking
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Finance
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Delivery
The Problem
Your Sales Team Isn't Losing Customers.
They’re Losing Visibility.
Most dealerships still rely on spreadsheets, WhatsApp messages, notebooks, and memory to manage enquiries.
As enquiries increase, follow-ups become inconsistent, ownership becomes unclear, and promising customers quietly disappear.
Without a structured sales process, managers spend more time asking for updates than helping their teams close deals.
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Lost Leads
Missed Follow-ups
Duplicate Customers
Delayed Quotations
Poor Visibility
No Accountability
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Messy desk
Phone
Excel
One CRM
Complete Customer Journey
Every customer interaction is connected.
No duplicate data.
No manual coordination.
One complete timeline.
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Enquiry
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Lead Qualification
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Customer Profile
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Test Drive
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Quotation
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Booking
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Finance
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Insurance
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Vehicle Allocation
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Delivery
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Future Follow-up
Capture Every Enquiry Automatically
Whether customers walk into your showroom, call your dealership, enquire online, or come through OEM campaigns, DealerSetu captures every lead in one centralized system.
Your team instantly knows:
- Where the enquiry came from
- Who owns it
- What stage it’s in
- When the next follow-up is due
- Which vehicle the customer wants
Features
Lead Creation
Lead Source Tracking
Customer Profiling
Duplicate Detection
Assignment Rules
Priority Leads
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Lead Inbox Dashboard
Never Miss Another Follow-up
Successful dealerships don’t rely on memory.
They rely on process.
DealerSetu automatically reminds sales teams about pending follow-ups, upcoming callbacks, test drives, and customer commitments.
Managers can instantly see:
Who followed up
Who didn’t
Which leads are becoming inactive
Which customers need immediate attention
Features
Automatic Follow-up Reminders
Task Assignment
Call History
WhatsApp Notes
Meeting Notes
Reminder Notifications
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Calendar
Notifications
Timeline
Generate Professional Quotations In Minutes
Create accurate quotations with pricing, taxes, finance options, accessories, insurance, and dealership branding—without repeatedly entering the same information.
Benefits
✓ Faster quotations
✓ Fewer pricing mistakes
✓ Standardized offers
✓ Better customer confidence
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Quotation Preview
Convert More Bookings
Once a customer confirms, DealerSetu automatically connects every department.
Sales
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Accounts
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Finance
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EDP
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Insurance
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RTO
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Delivery
No duplicate data entry.
No repeated phone calls.
No manual coordination.
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Workflow animation
Complete Visibility For Sales Managers
Monitor your entire team’s performance from one dashboard.
Cards
New Enquiries
Pending Follow-ups
Today’s Test Drives
Bookings
Lost Leads
Conversion %
Revenue
Top Performers
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Sales Dashboard
Every Sales Executive Knows Exactly What To Do
Instead of searching through WhatsApp chats and Excel files, every executive starts the day with a clear task list.
Today’s Follow-ups
Pending Quotations
Scheduled Test Drives
Booking Approvals
Customer Documents
Upcoming Deliveries
This creates consistency across every salesperson and branch.
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Daily Planner
Designed For Every Sales Role
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Sales Executive
Manage leads, follow-ups, quotations, and bookings.
Sales Manager
Track team performance and conversions.
General Manager
Monitor branch performance and bottlenecks.
Dealer Principal
View dealership-wide sales trends and profitability.
Why Sales Teams Choose DealerSetu
Instead of software features.
Show outcomes.
Never Lose A Lead
Every enquiry stays visible until closed.
Increase Conversion Rates
Structured follow-ups improve booking performance.
Improve Customer Experience
Customers receive faster responses and professional communication.
Reduce Manual Work
No duplicate entries or disconnected spreadsheets.
Complete Sales Visibility
Know exactly where every customer stands.
Standardized Process
Every salesperson follows the same proven workflow.
These benefits align with DealerSetu’s goal of improving operational visibility, reducing manual effort, standardizing workflows, and increasing accountability across dealership teams.
Integrated With Your Entire Dealership
Unlike standalone CRM software, DealerSetu Sales CRM connects directly with every operational department.
Sales CRM
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Stock Management
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Finance
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Accounts
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Insurance
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RTO
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Delivery
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Management Dashboard
One customer.
One record.
One operational platform.
Business Impact
Large KPI cards
Increase Lead Conversion
Improve Sales Productivity
Reduce Follow-up Delays
Faster Booking Process
Higher Customer Satisfaction
Complete Sales Accountability
Frequently Asked Questions
Can I import leads from Excel or my existing CRM?
Yes. DealerSetu supports importing existing customer and lead data to simplify migration.
Can leads be assigned automatically?
Yes. Leads can be distributed based on your dealership’s assignment rules and ownership model.
Does the CRM support multiple branches?
Yes. Multi-location dealerships can manage enquiries, teams, and reporting from one platform.
Can managers track every salesperson’s performance?
Yes. Real-time dashboards provide visibility into follow-ups, conversions, bookings, and pipeline health.
Can Sales CRM work with other DealerSetu modules?
Yes. Sales CRM is tightly integrated with inventory, finance, accounts, insurance, RTO, delivery, and executive dashboards, ensuring every department works from the same customer record.
Stop Managing Leads.
Start Managing Sales Performance.
Give your sales team the tools they need to follow up faster, convert more customers, and deliver a consistent buying experience across every showroom.
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