Development of an Automotive Leasing CRM Platform for Enhanced Reseller Management and Client Engagement

The hypothetical client faces complexities in managing data across multiple resellers, inefficient manual processes for price calculations based on leasing terms, and a lack of integrated digital tools to support quick online bookings and offers. Additionally, their existing administrative systems do not support the dynamic creation of reseller websites or seamless data transfer, hindering scalability and customer engagement.

A mid-sized automotive dealership network seeking to streamline leasing operations, manage reseller data, and facilitate online car leasing for customers.

• Create a comprehensive CRM platform to facilitate online leasing of new cars, allowing buyers to compare offers and place orders efficiently.
• Implement an admin panel to manage reseller data including vehicle details, options, and pricing models based on leasing financial forms and types.
• Develop features to support dynamic reseller website creation through an integrated builder within the admin interface.
• Rebuild and optimize the existing API to enable reliable data transfer between the CRM and reseller systems, including order processing.
• Enhance system connectivity to support multiple resellers and achieve scalable order management.

• Admin panel for managing vehicle inventories, resellers, offers, and pricing data synchronized with external financial forms.
• Leasing price calculator module supporting various leasing types and financial parameters.
• Website builder tool integrated into the admin panel for creating and customizing reseller websites.
• API layer to facilitate data transfer between CRM and external reseller/order systems, ensuring real-time synchronization.
• Secure user authentication and role-based access controls for system integrity.
• Email integration for order notifications and customer communication.

• APIs for transferring CRM data to reseller systems
• Financial form data import/export modules
• Email service integrations for notifications

• System should support at least 10 connected resellers simultaneously with scalable architecture.
• API response time should be under 200 milliseconds for core operations.
• The platform must ensure data security and comply with data protection standards.
• The system should support at least 500 daily car leasing transactions during peak times.

The new CRM system is expected to facilitate over 400 individual car orders within the first year, with an average of 37 orders daily for key brands. It aims to increase reseller connectivity to at least 10 partners, improve operational efficiency, reduce manual data management, and enhance customer experience through faster online leasing processes.