Development of a Automated CRM and Lead Management System for Automotive Resellers

The client currently employs an open-source CRM system that underperforms, slowing down business operations and hindering sales efficiency. The legacy system causes delays due to slow response times and lacks automation in critical sales processes, which impacts transaction volume and client engagement levels. Manual tasks such as lead standardization, client contact, negotiation, and contract signing are time-consuming, reducing overall productivity.

A mid to large-sized automotive reselling company seeking to enhance their sales workflow, lead processing, and partner integrations through custom CRM development.

• Significantly improve system performance by updating core infrastructure and refactoring problematic code segments.
• Automate key steps in the sales process, including lead intake, client communications, negotiations, and contracts.
• Enable standardization of lead data from various third-party sources to ensure consistency across all clients and partners.
• Implement an affiliate or partner dashboard to track commissions, generate personalized links, and manage performance-based incentives.
• Integrate real-time car price estimation tools linked with multiple databases for instant valuation feedback.
• Achieve measurable improvements in workflow efficiency, aiming for up to a 50% increase in operational speed.
• Ensure system supports at least 98% uptime and handles up to 50,000 transactions annually, supporting growth.

• Affiliate Partner Dashboard: Generate individual affiliate links; calculate and adjust commissions based on usage timing and client source.
• Lead Intake Automation: Capture and standardize lead data from multiple third-party websites into a centralized database.
• Automated Communication System: Enable automatic generation of emails, texts, and voicemails for client outreach and follow-up.
• Sales Workflow Automation: Support negotiation, deal closing, and electronic contract signing within the system.
• Car Price Estimation Tool: Integrate with multiple car valuation databases to provide instant, customizable vehicle pricing estimates based on user-defined parameters.
• Reporting and Analytics Dashboard: Track transactions, commissions, system performance, and sales metrics.

• Multiple car valuation databases (e.g., Kelley Blue Book, Manheim)
• Lead generation websites via API or form integration
• Email, SMS, and voicemail platforms for automated communication
• Contract signing services or digital signature platforms

• System performance optimized to reduce lead processing time from minutes to 1-2 seconds
• System scalability to support over 50,000 transactions annually
• High system availability aiming for 98% uptime
• Secure data handling complying with relevant data protection standards
• Responsive and user-friendly interface for internal staff and partners

The new automated CRM system is expected to enhance operational efficiency by up to 50%, support a yearly transaction volume exceeding 50,000, and enable the client to streamline the entire sales process. This will facilitate increased revenue growth, improve partner engagement with a flexible commission system, and reduce operational costs associated with manual tasks. Overall, these enhancements will contribute to supporting a business revenue target of approximately $1.5 billion annually, with faster deal closures and increased customer satisfaction.