CRM consulting for automotive sales & dealerships
From test drive to delivery—every touchpoint tracked.
Challenges we hear
- •Walk-ins, digital leads, and OEM campaigns in separate systems
- •Test drives and follow-ups miss SLA targets
- •Finance, insurance, and delivery milestones not visible in CRM
Outcomes with CloudXD
- Unified lead pipeline with source and model interest
- Automated reminders for test drives, callbacks, and bookings
- Delivery checklist tied to finance, accessories, and handover
Workflows we implement
Step 1
Lead & test drive
Step 2
Booking & finance
Step 3
Delivery & service