Dealership software01
Capture the enquiry
Receive enquiries from your website and supported sources, or create a lead in the DMS.
Leads Management
Keep the enquiry, conversation and sale connected
Capture customer enquiries, organise your sales pipeline and plan the next follow-up. Work with the customer, vehicle, quote and finance application from the same lead.
Autostock DMS lead workflowEXAMPLE
LEADS MANAGEMENTEvery enquiry has a clear next stepAction visible
MT
Mia ThompsonMazda CX-5 enquiry
01Enquiry capturedWebsite · supported sources
02Assigned to salesThe right owner is notified
03Email & SMS togetherSend · reply · follow up
04Sale approvedLinked lead marked Won
Every conversation in one timelineEmail, SMS, customer replies and follow-ups stay with the lead.
Email sentSMS reply
From enquiry to sale
One connected workflow for your sales team
Use the lead record throughout the deal, with the customer and vehicle details close at hand.
02
Organise the pipeline
Assign an owner and use list or Kanban view to see leads by stage, source and dealership.
03
Plan the follow-up
Send email or SMS, keep replies in the timeline and record the next action for your team.
04
Create the connected sale
Keep test drives, quotes and finance applications linked, then create the sale from the lead.
How you would use it
A clearer view of the work ahead
Find the leads that need attention
Filter for overdue follow-ups, actions due today and leads with no follow-up planned.
Pick up the conversation
See email, SMS and customer replies together, with notes, documents and tasks available on the lead.
Work from the same records
The customer and selected vehicle stay linked as you organise a test drive, prepare a quote or handle finance.
Included tools
The tools your sales team can use today
Availability can depend on your plan and setup.
Website and supported-source lead capture
Dealership defaults and manual owner assignment
List and Kanban views with lead-stage filters
Source, owner and dealership filtering
Email, SMS and replies in one conversation timeline
Overdue, due-today and no-follow-up queues
Linked test drives, quotes and finance applications
Retail and wholesale lead-to-sale workflows
Owner and manager follow-up escalation
Needs-alternative queue when the selected vehicle is sold
Your sales pipeline
See where each lead stands.
Know what needs attention.
Switch between list and Kanban views to review your leads. Filter by dealership, source, owner or status, and use the action queues to find the follow-ups your team needs to handle.
See lead stages and assigned ownersFind overdue, due-today and missing follow-upsKeep quotes, test drives and finance linkedRecord won sales and reasons for lost deals
See the pipeline in actionOPEN LEADS20UNASSIGNED4WORKING DEALS3WON THIS MONTH2
Swipe to see every stage MT
Mia ThompsonMazda CX-5 enquiry
Outcome recordedUnassigned4
Assigned8
Contacted5
Working deal3
Won / Lost3
LEADS BY STATUSExample stage counts
Lead dashboard
See how your sales activity is taking shape
Use the dashboard to review the pipeline, activity and outcomes recorded in the DMS.
Enquiries and activity
- Lead counts by source
- Activity mix across your leads
- Engagement counts for test drives, finance applications and sales
Pipeline and outcomes
- Lead counts by status
- Expected revenue across the pipeline
- Recorded reasons for lost deals
Follow-ups and ownership
- Pending follow-ups with customer and assignee details
- Unattended-lead alerts and configured manager escalation
- A needs-alternative queue for leads linked to sold vehicles
- Lead-handling records with first-response evidence
Book a demonstration
See Autostock DMS in action.
Book a demonstration of stock management, sales, reporting and the other tools your dealership needs.
Book a DemoNo pressure. Have a chat with our New Zealand team.