Dealership
Vehicle sales, trade-ins and financing — built on the Automotive core template and adapted to how your dealership actually operates. Run your store with stock, sales and the team working from one workspace built for how automotive operates.
Dealership workspace preview
One workspace, your way
About Dealership
A vehicle dealership operates across three completely different profit centres simultaneously — new vehicle sales, used vehicle trading, and the aftersales workshop — each with its own rhythm, margins and team. Managing all three coherently, while keeping leads warm and compliance documents in order, is a challenge that outgrows spreadsheets fast.
The operational reality
Sales consultants maintain their own lead lists in personal notebooks or phone contacts while the manager has no real-time visibility into the pipeline. Test drives get booked verbally. Trade-in valuations sit in an email thread. The finance office chases signatures separately. When a deal falls through, nobody knows until the keys are handed back.
Where growth bottlenecks
- Lead pipeline split across individuals — no single view of where every prospect stands
- Finance and compliance paperwork managed via email attachments and manual filing
- Workshop bookings for aftersales disconnected from the sales team's handover process
- Inventory of stock vehicles updated manually, causing mismatches between what's listed and what's on the lot
How ConfigBiz helps a dealership
Starts from the Automotive core — shared capabilities, terminology and workflows — then configures for dealership: specific fields, approval steps and reports. You describe your actual operation and LearnBiz AI proposes the precise setup, so the system mirrors how you already work and grows as you evolve.
What dealership needs to manage
These are the capabilities configured for this template. Start with them, then adjust to your process — nothing invented, only what a dealership actually uses.
People
Keep the team organized and shifts covered.
Recruitment
Hire the people you need without losing track of candidates.
Contacts & CRM
Contacts & CRM keeps the operational detail in one place.
Products/Services
Products/Services keeps the operational detail in one place.
Inventory
Inventory keeps the operational detail in one place.
Sales
Keep orders and revenue moving through the business.
How ConfigBiz fits dealership
Start from the Automotive core (shared capabilities, terminology, workflows) then configure for dealership: fields, approvals and reports specific to your operation. ConfigBiz gives you full control to create the exact workflows and reports you need in your dealership business and the way your team prefers since.