Used-car dealerships — stock & the /sell wizard

The two funnels

Listing your stock

A dealership dashboard speaks your language: your sidebar reads Cars (the stock), Car Orders (bookings and payments), Test Drives (test-drive requests) and Car Leads (people selling you a car).

The /sell wizard

Share yoursite.com/sell anywhere a seller might see it — your board, an OLX reply, a WhatsApp status. It walks them through the details you would otherwise extract over three phone calls, and verifies their number with an OTP before submitting.

Working the lead pipeline

Car Leads is the seller side: every /sell request with a verified phone number, in its own pipeline — New → Contacted → Inspection scheduled → Inspected → Offer made → Offer accepted → Car bought → Listed for buyers → Sold (or Not proceeding). Filter chips at the top show how many sit at each stage. The seller sees the same status on your /sell page when they sign in with their number, so you spend less time answering “any update?”.

On the lead, Car & listing opens the panel where you add your own photos, your selling price and the inspection report, then tap Make available for buyers. After that the same panel offers Update listing, Mark as sold, Take off sale and View listing— and the seller's timeline follows each one.

What actually sells a used car online

Your dealer office in the CRM

The website sells the car; the CRM runs everything after the booking. Pick the Vehicle Dealer / Auto Mall business type in CRM → Business type & features and you get a desk for each department — Finance (loans), Insurance, RTO and Workshop — plus Vehicles and Banks, agents & partners.

Each desk lists its files with the status, the days pending and a Medium · High · Critical switch, so the files stuck longest are one tap away. Files you enter late get their real Started on date, so their days tell the truth, and each desk's Auto-assign & priority sets who gets new files — and the follow-ups when a file waits too long. A vehicle is kept once in Vehicles — its registration, insurance, PUC and fitness dates, and every file it is on — and each file points at it. On a file, the Vehicle section shows the vehicle record and, only when they differ, what was typed on this file. A file on the wrong vehicle is moved with Change vehicle— only that file moves; a vehicle's own registration number is changed only on the Vehicles page. Banks, NBFCs, financers, agents, referral partners and RTO file types are picked from one list, and a name that looks like one you already have asks before it is added again. The RTO file type (RC transfer, new registration, NOC, hypothecation…) decides the file's documents and status words. A loan file opened by the workflow from a vehicle deal starts without a vehicle — add the vehicle on the loan file, and the RTO and insurance files carry it along.

Once a loan is approved or disbursed, the loan file shows Open the RTO file— the new file takes the customer, the vehicle, the people and the lender as its hypothecation bank. The details — documents per person, the loan's seller papers, the hypothecation bank on an RTO file, the priority bands and automatic follow-ups — are in CRM operations. Your website's cars also show inside the CRM: Vehicles → Website stock.

Follow-ups & tasksgroups your follow-ups by desk — Finance, Insurance, RTO, Workshop, Sales, Accounts — and a dealer's book makes them by itself: a nudge when a file has sat 7 days in one step (3 days in Documents pending), a service call 6 months after a vehicle's last service, and calls to renew 30 and 7 days before its insurance expires, and one reminder 15 days before road tax, fitness, PUC or a permit runs out (7, 30 or 45 days under Rules → Vehicle papers; insurance keeps its 15); a call-back due N hours after every new enquiry (made the moment the enquiry arrives, reminding at the due time) is your new-enquiry automation, shown as one more rule. The first morning also covers files that crossed the line in the last two weeks. Change any of them under Rules on that page.

Common questions