What is Dealer CRM & Test-Drive Scheduling?

Dealer CRM & Test-Drive Scheduling is the daily workspace for dealership sales teams.
All leads from websites, marketplaces, phone calls, and walk-ins land in one inbox, are enriched with customer and vehicle data, and move through clear sales pipelines. Integrated test-drive tools make it easy to find available slots and cars, send confirmations, and record feedback after each drive.

It is designed for single-rooftop dealers, multi-branch groups, and OEM networks. It works seamlessly alongside Used & New Car Marketplace and Dealer Inventory & Listing Manager as the customer-facing and stock-facing layers of the same ecosystem.

Core modules

• Lead Inbox & Contact Profiles
  Capture every inquiry with a 360° view of customer details, interests, communication history, and consent preferences.

• Sales Pipelines
  Customizable stages for enquiries, showroom visits, offers, negotiations, and closed deals with drag-and-drop Kanban boards.

• Test-Drive Scheduler
  Shared calendar with time slots, locations, and vehicles, preventing double bookings and highlighting peak hours.

• Vehicle Assignment & Availability
  Links to live inventory so only eligible, available vehicles are offered for drives.

• Check-In / Check-Out & Forms
  Digital forms for license capture, waivers, damage checks, and basic insurance confirmations.

• Tasks & Reminders
  Follow-up tasks, callbacks, and post-drive check-ins tied to each lead and opportunity.

• Branch & Team Views
  Filter by showroom, brand, or team and quickly see who is handling which leads and drives.

AI capabilities

• Lead Scoring & Next Best Action
  Ranks leads by intent and suggests whether to call, message, or invite for a test drive first.

• Smart Response Assistant
  Drafts personalized replies for email, SMS, or messaging apps that salespeople can review and send.

• Optimal Slot Suggestions
  Proposes test-drive times based on customer preference, vehicle availability, and staff workload.

• No-Show Risk Alerts
  Flags bookings likely to be missed and recommends extra reminders or confirmation steps.

• Conversation & Visit Summaries
  Turns notes and messages into short summaries and clear next steps after each interaction.

Analytics & reporting

• Sales & Pipeline Dashboards
  Track leads, opportunities, and won deals by team, branch, model, and source.

• Test-Drive Conversion Metrics
  See ratios from inquiry to test drive and from test drive to sale, plus average time to first contact.

• Channel & Campaign Performance
  Identify which portals, ads, and campaigns generate the most qualified test-drive bookings.

• Workload & Productivity
  Monitor calls, messages, appointments, and closure performance per salesperson or team.

• Exports & APIs
  Generate scheduled reports and expose key metrics to BI tools and management dashboards.

Integrations & standards

• Dealer Inventory & Listing Manager
  Pulls real-time stock and status so booked vehicles are always available and correctly configured.

• Used & New Car Marketplace
  Converts online enquiries directly into CRM leads with full source tracking.

• Communication Tools
  Email, telephony, SMS, and messaging integrations so all conversations are logged automatically.

• Calendar Systems
  Sync test-drive and appointment schedules with popular calendar tools for sales teams.

• DMS & Finance Systems
  Optional integration for deal, finance, and delivery data to keep records consistent.

Security, privacy & compliance

• Secure Access
  Encrypted connections, strong authentication, and device-aware session management.

• Role-Based Permissions
  Separate views and rights for salespeople, team leaders, managers, and call-center staff.

• Data Protection
  Structured backups, audit logs for sensitive actions (discounts, status changes), and configurable retention policies.

• Consent & Privacy Controls
  Capture and manage customer consent for marketing and contact, aligned with local regulations.

Accessibility & localization

• FA/EN & RTL Support
  Interfaces optimized for Persian (RTL) and English, with the option to add more languages.

• Local Dealer Practices
  Supports local number plates, currencies, and customary sales workflows for your market.

• Mobile-Ready UX
  Designed for sales teams on the showroom floor, forecourt, or on the move.

Architecture & scalability

• Cloud-Native Platform
  Microservices-based and containerized, built to handle growing teams and lead volumes.

• High-Availability Design
  Resilient infrastructure to keep CRM and scheduling online during peak campaigns and weekends.

• Multi-Branch & Multi-Brand
  Configure separate branches, brands, and teams while keeping group-level visibility.

Implementation & support

• Guided Onboarding
  Templates for pipelines, test-drive flows, roles, and permissions tailored for dealers.

• Data Migration
  Import existing leads, customers, and appointment histories from spreadsheets or legacy CRMs.

• Training & Playbooks
  Role-based training sessions and documentation for sales, managers, and call-center agents.

• Support Options
  Standard and premium support tiers, with optional dedicated success manager for larger networks.

Pricing & licensing (flexible)

• Per-User or Per-Store Plans
  Flexible pricing for small showrooms and larger groups.

• Network & OEM Programs
  Volume-based licensing for dealer groups and manufacturer-backed networks.

• Optional Add-Ons
  Advanced AI features, deeper integrations, and custom reporting modules.

Who uses Dealer CRM & Test-Drive Scheduling?

• Independent dealerships and used-car supermarkets.

• Multi-branch dealer groups and importers.

• OEM networks coordinating many dealerships.

• Online-first automotive retailers with physical delivery hubs.

• Call centers booking test drives on behalf of dealer partners.

Why Dealer CRM & Test-Drive Scheduling?

• Ensures no serious lead or test-drive opportunity is lost in chats and spreadsheets.

• Connects lead management, scheduling, vehicles, and communication in a single workflow.

• Uses AI to prioritize work and improve response speed.

• Fits naturally with other ZPlatform automotive modules like Marketplace and Inventory Manager.

• Scales with your dealership from one rooftop to a nationwide network.