4.98 Google rating

For dealerships, used-car lots and service departments

Automotive CRM for Dealerships and Service

BaseCloud is a car dealer CRM with the phone, texting and WhatsApp built in. Internet leads get a salesperson on the line within minutes, test drives land on the right calendar, and service customers get a reminder when their next visit is due.

Weighing us up against what you run now? Grab the CRM comparison sheet.

Dealership sales and service team working shoppers and service customers in BaseCloud CRM

Internet leads answered in minutes

Example workflowFrom web lead to delivery day

Clients who love our CRM system

Feel free to ask them about us.

  • Galetti
  • Quatro
  • Agriskills
  • Mastercare
  • Aluma
  • TutorsSA
  • Gawie le Roux Institute of Law
  • BNI
  • Vision Works
  • Intello Group

Car shoppers contact three dealers at once. The store that answers first gets the test drive.

Leads come in from your website, third-party listing sites, Facebook ads and the phone. A salesperson is on the lot with a walk-in, the email sits in a shared inbox, and by the time someone calls back the shopper has booked a drive across town. In service, customers due for an oil change or a recall visit only come back if somebody remembers to call them.

What BaseCloud CRM solves

What an automotive CRM should fix

  • Internet leads from every source on one record, with the source and vehicle of interest noted
  • A salesperson calling the shopper back while they are still on the listing
  • Test drives booked on the salesperson's calendar, with a text reminder to the shopper
  • Every vehicle a customer owns kept on file, with mileage and last service date
  • Service and recall reminders sent on schedule instead of from a printed list
  • Knowing which ad, listing site or radio spot made the phone ring

How it works

From internet lead to the next service visit

Four jobs a dealership does every day, sales floor to service lane, and how BaseCloud runs each one.

Internet leads worked while they're hot

A website form, a Facebook lead ad or a listing-site email creates the customer, records the source and hands it to the next salesperson up.

  • Call Connect rings the salesperson and dials the shopper the moment a form arrives
  • Listing-site lead emails become customers through an Inbound Email workflow
  • A Round Robin Select step gives each salesperson a fair share of the up list

What you get

Built for the sales floor and the service lane

The parts of BaseCloud a dealership uses every day, in dealership terms.

  • Speed to lead on every web form

    Call Connect phones the salesperson as an internet lead arrives and connects them to the shopper, even when they are out on the lot.

  • A tracking number per ad and listing site

    Give each listing site, Google ad, billboard or radio spot its own number. Every call is tied to the campaign that produced it.

  • A Vehicles table on every customer

    Year, make, model, VIN, mileage, purchase date and last service. Filter owners by model or age when a recall or trade-in offer goes out.

  • Texting shoppers from the store number

    Two-way and bulk texts from your dealership numbers. BaseCloud handles the US 10DLC brand and campaign registration for you.

  • Every sales call recorded and summarized

    Calls with shoppers and service customers are recorded, transcribed and summarized with action points on the customer record.

  • Leads and calls by source and salesperson

    See leads by source, calls by user and how many shoppers moved to Sold, so you know which spend and which people produce.

The BaseCloud difference

Built in, not bolted on

Calling, texting, WhatsApp, email, quoting, e-signature and automation are part of BaseCloud, not add-ons from other vendors. One login, one client record, and no connectors to keep alive between separate subscriptions.

  • Phone system
  • SMS
  • WhatsApp
  • Gmail / Microsoft 365
  • Workflow automation
  • Quotes & invoices
  • E-signature

Automotive on BaseCloud

One online shopper, from first click to keys

This is an example of how a dealership can set up BaseCloud for internet leads. Every step is a standard workflow you can change.

Example workflow

A used-SUV inquiry from the dealer website on a Saturday morning

A shopper asks about a used SUV through the website form while two salespeople are with walk-ins. Here is what happens next.

  1. 1. Lead in

    The form creates the customer with the stock number in a field and the source recorded. The round robin picks the next salesperson.

  2. 2. Call in seconds

    Call Connect rings the salesperson's BaseCloud Phone app and dials the shopper. The call is recorded and summarized.

  3. 3. Drive booked

    The salesperson books a test drive for that afternoon. It lands on their calendar and the shopper gets a confirmation text.

  4. 4. Reminder sent

    An hour before, the shopper gets a reminder with the store address. If they don't show, the sales manager gets an alert.

  5. 5. Sold

    The buyer's order goes out for e-signature. The vehicle is added to the customer's Vehicles table with the delivery date.

  6. 6. Back for service

    A review request goes out after delivery. A service reminder goes out when the first oil change is due, and every visit after.

Salespeople spend their day with shoppers. Callbacks, reminders and service follow-up run on their own.

We pride ourselves on 5-Star Service

4.98 Google rating

Read our reviews on Google

FAQ

Car dealer CRM questions

Does BaseCloud connect to my dealer management system?
There is no built-in connection to any dealer management system. Sold units and service visits can come in by CSV import, by webhook, or through the public API if your system can send data out. Many stores start with a nightly or weekly import.
Can it take leads from third-party listing sites?
Yes, in most cases. Lead notification emails from listing sites can be turned into customers with an Inbound Email workflow, and any source that can send a webhook creates customers directly. Your own website forms and Facebook lead ads connect natively.
Does BaseCloud manage my vehicle inventory?
No. BaseCloud is not an inventory system. You can record the vehicle a shopper is asking about and the vehicles each customer owns in custom fields and tables, but stock, pricing and photos stay in your inventory tool.
Can we text and WhatsApp customers from the dealership?
Yes. Texts go out from your store numbers, and replies land in a shared inbox you can assign to the right salesperson or service advisor. WhatsApp Business is built in too. For US numbers BaseCloud registers your brand and campaign for 10DLC.
Can we keep our current dealership phone numbers?
Yes. Port your existing numbers in or buy new local ones. You can set up a menu that sends callers to sales, service or parts, ring groups for each department, and ring a manager's cellphone when nobody picks up.
How do service reminders work?
Store the last service date or next due date on the customer or vehicle. A Client Date Trigger sends a text, WhatsApp or email a set number of days before it, and can create a follow-up note for a service advisor to call.

Fewer lost shoppers. More cars in the service bay.

Show us how your store handles leads and service today, and we'll set up internet lead follow-up, test drives and service reminders in BaseCloud.

See it for yourself

Watch the system in action