Weo Dialer
Weo Dialer is a CRM for car dealers whose sales consultants close on the phone after the customer leaves the showroom. Walk-ins, website enquiries, lead files shared by the brand and calls to the showroom number all become leads with a source tag. Consultants record the model, variant, colour, budget, exchange car and finance need in custom fields, by voice when the floor is busy. A test drive becomes a follow-up that rings an hour before the slot and again the same evening for feedback, with the test drive remark on screen. The on-road price sheet and brochure go out on WhatsApp from saved templates. A booking turns the lead into a paid client, the car becomes a sale with the booking amount received and the balance due, and repeating follow-ups after delivery keep service calls on schedule. The sales manager sees every consultant’s calls and the enquiries that were never reached. Weo Dialer is the calling CRM app from Weomate.
CRM for car dealers workflow
| Moment | What the showroom team does | What Weo Dialer does |
|---|---|---|
| Walk-in or online enquiry | Notes the customer’s interest | Creates a lead tagged Walk-in, Website or the brand’s file |
| First call | Asks model, variant, budget, exchange and finance | Saves each answer in a custom field |
| Test drive fixed | Agrees a slot | Sets a follow-up that rings before the slot |
| After the test drive | Calls the same evening | Shows the test drive remark while the phone rings |
| Price discussion | Shares the on-road price | Sends the price sheet from a WhatsApp template |
| Booking | Collects the booking amount | Turns the buyer into a paid client with received and due amounts |
| Delivered | Hands over the car | Starts a repeating follow-up for service calls |
| Buyer goes quiet | Moves to fresh walk-ins | Keeps unreached numbers in the lost leads list |
CRM for car dealers setup
- Add models as products, one per model or variant you sell, so every enquiry names the car.
- Create custom fields consultants always fill: variant, colour, budget, exchange car, finance needed, expected purchase month.
- Build the sales pipeline: Enquiry, Test drive fixed, Test drive done, Price shared, Booked, Delivered, Lost.
- Save WhatsApp templates for the brochure, the on-road price sheet, the showroom location and the booking checklist.
- Assign leads to consultants, so each one has a private queue and transfers keep their history.
- Set the service follow-up at delivery, for example every 180 days, and a yearly package if the dealership sells insurance.
CRM for car dealers test drive follow-up
A test drive is the warmest moment in the sale, and the call after it decides most bookings. Buyers often drive two or three brands in a weekend; the consultant who calls that evening with a clear price usually gets the next visit.
In Weo Dialer the test drive is set as a follow-up on the after-call sheet, so the consultant’s phone rings before the slot to confirm and again in the evening. During the drive, the consultant adds a short voice remark, such as “liked the automatic, wife wants a lighter colour, exchange is a 2017 hatchback”. That remark is on screen when the evening call starts. Buyers who need a few days get a follow-up on the day they named, and the morning session through today’s follow-ups, a power dialer run, puts each of those calls in order. The reminder details are on the follow-up reminder app page.
CRM for car dealers example
An illustration with round numbers, not a customer result.
A car dealership in Vijayawada has six sales consultants. It sees about 20 walk-ins a day and receives around 40 online enquiries a day as files from the brand and its own website.
Online enquiries are imported each morning and split among the consultants, while walk-ins are saved on the spot with the Walk-in tag. Every consultant starts with a calling session through new enquiries and books test drives as follow-ups. Evening feedback calls follow the remarks taken during the drive. A customer who books pays a booking amount, and the sale shows the balance until delivery.
Each Monday the sales manager opens the team call log to see who called whom, filters leads at Test drive done with no price shared, and checks the lost leads list. Delivered customers already carry their first service follow-up.
CRM for car dealers limits
Use Weo Dialer beside, not instead of, the dealership’s main software when you need:
- A dealer management system. There is no vehicle stock, allocation or invoicing.
- Workshop management. Job cards, parts and technician scheduling are not covered.
- A direct link to the manufacturer’s lead or reporting platform. Brand leads come in as files or sheets you import.
- Car loan processing. Finance cases are handled with the lender; Weo Dialer records the need and the follow-up.
- Registration and accessory billing. Sales record received and due amounts only.
Try Weo Dialer
Message us on WhatsApp. We share the app and help you set it up.
Get the app on WhatsAppWhatsApp +91 95940 94140
CRM for car dealers FAQ
Which CRM for car dealers suits used car showrooms?
The best CRM for car dealers who sell pre-owned cars is one that remembers each buyer's budget and preferred model so they can be called when a matching car comes in, and Weo Dialer does that with custom fields, filters and follow-ups. It keeps no vehicle stock list, so stock stays in your own register or software.
Is Weo Dialer a CRM for car dealers or a dealer management system?
Weo Dialer is a CRM for car dealers' sales calls and follow-ups, not a dealer management system. Vehicle stock, workshop job cards, invoicing and manufacturer reporting stay in the DMS or software the dealership already uses.
Can it remind customers about car service?
It reminds your team. A repeating follow-up, for example every 180 days from delivery, rings for the service advisor and can send the customer a WhatsApp message when it fires. It does not read service schedules from any other system.
Can it track the booking amount and the balance?
Yes. A booking turns the buyer into a paid client, and the car is recorded as a sale with the booking amount received and the balance shown as due until delivery.
Can it handle insurance renewals for cars we sold?
Yes, if the dealership arranges motor insurance. Record the policy as a yearly package on the customer, and it appears in the expiring-soon filter and reminds the team before the end date.