Automotive, dealerships and workshops
Coordinate vehicle inquiries, test drives and service requests. Prepare quotations and connect sales documents to the account.
How Makinari helps Automotive, dealerships and workshops
Dealerships and workshops can record the requested vehicle or service, customer preferences and follow-up tasks in CRM. Connected channels retain context; Commerce helps present products and services and prepare quotations. Revenue Operations links commercial documents and available inventory to the account.
Vehicle catalogs, parts, workshop calendars and dealership management system data require compatible integration or validated imports. The team must confirm availability, parts compatibility, prices and times before committing a test drive or service. Mechanical diagnosis, automatic repair planning and financing approval are not included; technical and commercial decisions remain with human specialists.
Key Workflows
- Record the requested vehicle or service and assign the inquiry to an advisor or workshop owner.
- Coordinate a test drive or visit request with a connected calendar and confirm availability with the team.
- Prepare a vehicle, parts or service quotation and review compatibility, prices and sales documents.
Potential operational benefits
Better traceability of inquiries and quotations, with shared context and team validation before committing vehicles, parts or services.
Results depend on your process, data quality and configuration.
Recommended modules
CRM
Contacts, accounts and opportunities with a shared history.
Channels
WhatsApp and email conversations in a shared inbox.
Commerce
Catalog, online store and orders for products and services.
Revenue Operations
Orders, reservations, inventory, invoices and financial records.
Reporting
Sales, costs, campaigns and agent activity.
Reports for your business
Based on the data you record and connect; these are operational reports, not industry benchmarks.
Meetings Scheduled
Review test drives and visits recorded as meetings to adjust sales coverage, not workshop capacity.
Sales Breakdown by Category
Compare recorded vehicle, parts and service revenue to review sales focus.
Leads in Conversation
Prioritize open conversations that need confirmation from an advisor or specialist.
Use cases by business type
Explore concrete cases in this industry. Each business type has its own workflows, company sizes and commercial models.
Vehicle repair workshops
Record driver inquiries, reviewed estimates and workshop payments. Keep the customer’s acceptance alongside the commercial documents for later review.
B2CAutomotive spare-parts wholesalers
Handle spare-parts orders from workshops and professional stores. Retain references and account terms while keeping compatibility subject to technical review.
B2BWholesalers with channel-specific price lists
Configure product price lists for POS, the online store and marketplace. Keep quotations and orders tied to prices reviewed by the sales team.
B2BWholesale distributor receivables
Review outstanding balances from business buyers of food, industrial supplies or spare parts. Separate due dates, currencies and recorded receipts before contacting the customer.
B2BRelated use cases
Mid-market businesses (50–249 people)
Align sales and operations teams in businesses of 50–249 people with connected CRM, store and documents. The range guides use cases, not plan limits.
Business-to-business (B2B)
Connect accounts, conversations, orders and documents in your B2B sales process, with defined owners and review of pricing, inventory and terms.
Food suppliers and wholesale distributors
Organize restaurant and distributor accounts, repeat orders and commercial documents. Keep wholesale sales separate from consumer ordering.