Dealer Garage stores each customer with contact details, a stage (Prospect, Active, Customer or Lost) and links to their leads, deals and paperwork. It is in the free plan, stays on your computer, and is the list you email from when you run a campaign.
What is in a record
- Name, phone, email and address.
- Stage: Prospect, Active, Customer or Lost.
- The leads they came through and the vehicles they looked at.
- Deals and the paperwork generated for them.
- Notes.
Why it pays
Past customers are the cheapest leads you have. A clean list lets you send a service reminder or a new-arrivals email without exporting anything. See email campaigns.
Privacy
Customer information is stored locally on the dealership's computer. Handle it under the privacy laws that apply to you, such as PIPEDA in Canada.
Using the stages
| Stage | Meaning |
|---|---|
| Prospect | Has asked or visited, no deal yet |
| Active | In conversation or in a deal |
| Customer | Has bought |
| Lost | No longer in the market with you |
Keeping the list clean
- Merge duplicate records by editing one and removing the other.
- Record consent for marketing at the time of sale.
- Review Lost customers once a year for anyone worth a message.
Questions people ask
Can I import customers?
You can add customers by hand and through leads and deals.
Try Dealer Garage
Dealer Garage is installable dealer management software for independent used-car dealers in the US and Canada: inventory, leads, deals, dealer paperwork, Facebook Marketplace posting and email campaigns, with records stored on the dealership's own computer..