Categories   >   Automotive CRM Software
Last Reviewed: November 21st, 2024

Best Automotive CRM Software Of 2024

What is Automotive CRM Software?

Automotive CRM Software is a specialized tool designed to streamline customer-related tasks in the automobile industry. Its purpose extends beyond managing customer interactions to increasing vehicle sales, boosting efficiency, and improving customer satisfaction. Addressing issues such as lack of customer data, inefficient marketing, and slow sales process, it emerges as a solution that syncs every aspect of a dealership's business. Key functionalities typically include contact management, sales forecasting, vehicle inventory management, and data integration. Next-gen features like mobile access, AI-powered analytics, and personalization are on the horizon. While it's an invaluable asset to automotive dealerships, integration with pre-existing systems or resistance from staff on adopting new tech could pose challenges. That said, the software's overall impact in driving sales, improving business efficiency, and enhancing customer relationships justifies it as a robust tool in the automotive industry.

What Are The Key Benefits of Automotive CRM Software?

  • Increases vehicle sales
  • Improves customer satisfaction
  • Streamlines marketing efforts
  • Manages contact effectively
  • Boosts overall efficiency
  • Enhances data integration
  • Offers sales forecasting
  • Simplifies inventory management
  • Personalizes customer experience
  • Strengthens customer relationships
Read more

Overall

Based on the latest available data collected by SelectHub for 149 solutions, we determined the following solutions are the best Automotive CRM Software overall:

Pipedrive
Pipedrive
Start Price
$14.90
Annual, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Pipedrive

Pipedrive is a sales and marketing management tool for small and medium businesses. It helps visualize the sales pipeline, track important activities and hold client conversations, with mobile access for greater productivity.

Even with its data exporting difficulties, filter complexity and non-intuitive email integration, the platform overall is easy to use. Integration with third-party software, such as Google Apps, Mailchimp and Zapier, along with a powerful API, increases its usefulness in enhancing business sales processes. Overall, it is a great solution for companies looking to streamline sales processes.

Pros & Cons

  • Sales Pipeline: 80% of reviewers referring to this aspect said the platform is good for keeping a close eye on deals at every stage and tracking individual progress to understand outcomes.
  • User Interface: Of the users mentioning the UI, 60% suggested that it’s functional and easy to use.
  • Mobile Application: 70% of the reviewers mentioning the mobile app stated that it makes Pipedrive easy to use anytime, anywhere.
  • Integrations: The platform helps users work seamlessly, with integrations for customer acquisition, goal achievement, application sync and more, as stated by 40% of reviews about integrations.
  • Data Exporting: Glitches and a lack of control make data querying and extraction slow, according to 50% of those who mentioned the exporting tool.
  • Filters: Filtering is complex, and 40% of users who referenced it stated it could improve in terms of usability and design.
  • Browser Extensions and Email Integration: Email integration, browser extensions and workflow automation are dated and not user-friendly, according to 70% of reviews on these features.
  • Expensive: 60% of users who reviewed pricing suggested that the features are overpriced in comparison to the competition’s products.

Key Features

  • Lead Management: Includes a product catalog, lead import tools and deal probability, in addition to visual pipelines. A color-coded feature called “rotting” uses different colors to represent how hot or cold a lead is, providing visibility into which leads require follow-up or are best to pursue. 
  • Contact Management: Import contacts from a previous CRM or spreadsheets, or sync from Microsoft or Google. Once in the system, contacts are stored as organizations and people, which can be attached to deals. Record and access a history of interactions to clarify where things stand. View contact locations by adding Google Maps integration. 
  • Web Forms: Generate leads via web forms embedded on a company website or shared in emails and on social media channels. Customize fields to capture personal details specific to company needs. Configure where the leads appear (e.g., as a deal or contact). 
  • Leadbooster Chatbot: Collect and qualify leads 24/7. Route leads to a custom destination, such as a stage or sales rep. Calendar syncing lets leads book meetings with sales reps from within the chatbot conversation. 
  • Activity Management: Contains a scheduling tool, reminder notifications and a premade list of activity types, which can be configured based on company needs. 
  • Sales Forecasting: Pursue the best deals and effectively plan strategies for open deals. Access and customize different views: 
    •  Individual views provide in-depth details for sales reps. 
    •  Forecasting views let managers filter deals based on criteria like date started or product. 
  • Integration: Integrates with dozens of other apps, including Asana. Connects with platforms like Zapier and Automate.io, allowing further integration with tools like LinkedIn, Zendesk, Mailchimp, HubSpot, Jira, Salesforce, Dropbox and various G Suite tools like Gmail. 
  • Marketplace: Supports dozens of third-party plugins. Thumbs-up/thumbs-down ratings and user reviews help gauge how an app performed for other users. 
  • User Access Control: Set user permissions and determine how users log in, whether it’s via two-factor authentication or using a single sign-on (SSO) platform. Track the identity and location of anyone who logs in on a dashboard. Receive alerts when an unrecognized device logs in. 
  • Data Security: Features include data encryption, daily backups and GDPR compliance. Also provides a data protection officer and multiple certifications. 
Salesforce Sales Cloud
Salesforce Sales Cloud
Start Price
$25
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Salesforce Sales Cloud

Based on our research and user feedback, Salesforce Sales Cloud turned out to be a powerful and flexible CRM solution, capable of accommodating businesses of any size.

Its AI-powered features, especially Einstein, truly set it apart. This tool provides predictive analytics, lead scoring, opportunity scoring and sentiment analysis to improve sales efficiency.

We found the mobile app to be feature-rich, offering full functionality for sales teams on the move, including forecasting and account management.

Yet, some users reported a learning curve for advanced features. While the basic functionalities are user-friendly, leveraging the full potential of Sales Cloud may require proper training. Additionally, smaller organizations might find the pricing structure challenging, as costs can accumulate quickly with add-ons and advanced features.

Integration capabilities are generally strong, but we observed that some key functionalities, such as event tracking and eCommerce integrations, rely on third-party providers. This could add complexity and cost for businesses requiring these features.

Overall, Salesforce Sales Cloud is well-suited for organizations seeking a reliable, AI-enhanced CRM with extensive customization options and analytical capabilities. It's particularly valuable for businesses expecting growth, as the platform can scale effectively. However, potential users should carefully consider their budget, required features and available resources for implementation and management when assessing this CRM.

Pros & Cons

  • Easy To Use: Many users report that Salesforce has a user-friendly and intuitive interface, making it accessible to both beginners and experienced users.
  • Good Vendor Support: Salesforce offers quality support. Users often mention that the company treats them more like partners than just customers.
  • Highly Customizable: Developers find that the level of customization provided by Sales Cloud helps them extend Salesforce's features effectively.
  • Scalability: Salesforce is suitable for companies of all sizes. It's a long-term solution that can adapt to evolving organizational needs.
  • Learning Curve: While the interface is user-friendly, users need proper training to use Salesforce efficiently, especially for more advanced features.
  • Cost: Several users, particularly from smaller organizations, point out that the overall price can be a concern for businesses with limited budgets.
  • Resource Intensive: While Salesforce can do almost anything, it often requires a dedicated team and skilled resources to manage it effectively.

Key Features

  • Sales Forecasting: You can build accurate sales projections and custom forecast types based on various data points, measures and dates to get a clear picture of your future sales performance.
  • Lead Management: With Sales Cloud, it’s easy to capture leads, manage campaigns and convert opportunities into sales. You can create forms on your website, use LinkedIn ads or have AI chatbots talk to potential customers.
    • AI-based Lead Conversion: The Einstein Lead Scoring tool analyzes past conversion patterns to predict which current leads are most likely to convert, helping you prioritize the most promising prospects.
  • Integration Capabilities: Connect Salesforce with your favorite tools and platforms. A wide range of plugins is available, enabling you to create a smooth workflow across all your applications.
  • Reporting and Analytics: While the reporting system is user-friendly, quick and can generate real-time reports, it also offers flexibility for more advanced users who want to customize their reports. You can also create reports for territories and collaborative forecasts.
  • Mobile App: Salesforce’s mobile app lets you create, edit and view records for accounts, campaigns, cases, contacts, forecasts and leads. Additionally, you can use Salesforce Chatter to see feeds, groups and people. What data you can access depends on your organization's settings.

Pricing

License/Subscription Cost
  • Based on a recurring subscription-based model: per user, per month (billed annually)
  • All products require an annual contract
  • Cost varies depending on the package selected — Lightning Essentials, Lightning Professional, Lightning Enterprise or Lightning Unlimited (refer to the pricing section for details)
Maintenance Cost
  • Included in the subscription cost
  • Users aren’t required to pay server fees or annual maintenance charges
  • Provides technical support and Help Center to resolve issues.
  • Streamlines the implementation process through videos, training and certification, a customer community, documentation, interactive tutorials, and webinars
Installation/Implementation Cost
  • The cost is over and above the subscription cost
  • Salesforce implementation can cost anywhere between $2,000 and $20,000, delivered within 2-3 weeks or 2 months
  • Salesforce implementation partners/contractors handle implementation, charging anywhere from $16/hour to over $190/hour
Customization Cost
  • Cost varies depending on the selected plan and any functional requirements added to the basic business requirements
  • Add-on charges include $50/user/month for knowledge base access and $250/GB/month for additional data storage capacity
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount of CRM data to be migrated, such as opportunities, cases, activities, contracts, orders, invoices, data duplication, data archiving and restoration
Recurring/Renewal Costs
  • Renewal cost is included in the subscription fee
  • Users may incur additional costs for premium support services, application administration, data archiving and restoration services chosen, if any
Zoho CRM
Zoho CRM
Start Price
$14
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Zoho CRM

Zoho CRM is a cloud-based CRM solution that serves businesses of all sizes and across various industries. It provides users with real-time data analysis, AI-powered sales performance optimization and extensive automation and customization. You can streamline workflows and improve sales efficiency with lead nurturing, deal management, and third-party integrations.

During our test run of their free trial, we loved working with standout features like the customizable dashboard, automated lead creation via the email parser and drop-down linking for account, product, lead and quote creation.

However, users report a learning curve associated with full feature utilization and customization. Additionally, some advanced features and functionalities require upgrades to higher tiers making it expensive for smaller teams. Overall, Zoho CRM offers an interoperable solution for businesses looking for a customizable, affordable CRM platform.

Pros & Cons

  • Work Offline: Users who mention this feature say the platform functions well even when used in offline mode.
  • Business Management: The system monitors business performance, populates the website with suitable visitors and keeps a tab on productivity and output, eliminating unmatched customers and removing hassle according to users who mention this aspect.
  • Affordable: Users said the software is budget-friendly as compared to other CRM systems and has considerably more adaptive features for the price.
  • Integrations: Reviewers appreciated Zoho’s integration with in-house tools that support unified workflows, flexibility and email functionality.
  • Learning Curve: Users mentioned some features and customization requires additional time and learning to implement.
  • Customer Support: Zoho’s customer support and inquiry resolution isn’t very responsive, according to users who refer to support. However, the chat support is comparatively better.
  • Lags and Delays: Reviewers noted there is sometimes a lag in notifications for email tracking and updates.

Key Features

  • Sales Force Automation: Automate tedious sales tasks such as lead generation and routing, data entry, email notifications, field updates and more. Optimize lead management, deal management, account management, contact management, and manage workflow and assignment rules.
  • Process Management: Enable your sales team to follow a standardized sales strategy. Use the blueprint feature to log offline processes such as order management or deal closure, ensuring consistent execution. Create automated approvals for common activities such as vacation time requests, capital expense reports and pricing discount requests. Additionally, you can set rules for assigning leads, escalating cases and validating CRM data.
  • Opportunity Management: Keep everyone’s antennas tuned to the same channel with Zoho’s activity tracking for all customer interactions like emails, calls, tasks and notes. Create deals and associate them with campaigns with drop-down fields and generate multiple pipelines using the standard template or your own personalized fields You can create a custom Kanban view using dropdown options and fields.
  • Multichannel Support: Connect with your email platform to send emails directly from the CRM. Connect your brand’s social media channel to respond in real-time, follow relevant conversations and automate lead generation. Use the Phonebridge integration to enable sales reps to easily log and track information from calls. You can also embed live chat and lead capture forms on your website to facilitate sales, marketing and customer service efforts.
  • Sales Enablement: Aid sales reps in their daily jobs using features like quotes and purchase orders (via integration with Zoho’s Finance Suite), a documents library, integration with Zoho’s presentation and document creation applications, and external-facing portals for partners and vendors. It also offers a calendar, a feature called SalesInbox for prioritizing the most lucrative emails, a web meeting platform through the Zoho Meeting integration, real-time notifications, collaboration feeds and more.
  • Performance Management: Gauge how a product, team or region is performing with forecasting tools. Group customers based on shared attributes (region, product, etc.) with territory management and gamify elements to encourage friendly competition that boosts performance among sales reps. Zia can also help improve performance by helping you target leads that are most likely to generate revenue. Your sales reps can engage with website visitors via chatbots for web and mobile, so every query receives attention even if they’re away from their desks.
  • Marketing Automation: Streamline marketing efforts by segmenting customers using a range of criteria, automating lead nurturing follow-ups, creating code-free web forms to gather customer information, scanning and uploading business cards, and analyzing campaign spending. Use capabilities like end-to-end event management, email campaign capabilities, surveys, and marketing details like budgets and performance metrics. A hierarchy feature lets you hook sub-campaigns to related main campaigns.
  • Team Collaboration: Use Feeds as a central location for collaborating, sharing announcements and offering advice. You can integrate chat functionality to facilitate everyday tasks and automatically send real-time sales updates. Users can leave notes on records or activities and tag other team members. Other features include groups for collaborating around specific events or for specific purposes, as well as project management tools via integration with Zoho Projects.
  • Third-Party Integrations: Connect with more than 50 third-party apps for collaboration, document management, live chat, telephony, messaging, events and meetings, quote management, document signing, lead management, marketing automation, social media, storage and more. Integrations include G Suite, Office 365, Slack, Shopify, Mailchimp, Facebook Ads, QuickBooks, GoToWebinar, DocuSign, Dropbox and Zapier.
  • Security: Store critical business data in secure vaults, choose where you want your data stored (U.S. and EU data centers) and encrypt data fields. Use audit logs to track activity, enable two-factor authentication and designate which IP addresses users can use to log in. Real-time backups on multiple servers ensure you won’t lose data due to a system-based or natural disaster.
Dynamics 365 CRM
Dynamics 365 CRM
Start Price
$65
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Dynamics 365 CRM

A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

Pros & Cons

  • Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
  • Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
  • Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
  • Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
  • Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
  • Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
  • Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
  • Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
  • Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.

Key Features

  • Campaign Builder: Set up and execute campaigns via a visual building tool, and design customer journeys by arranging templates using the drag-and-drop interface. It’s also possible to set triggers based on a range of rules, choose segmented groups, assign emails, include events or surveys, and more. 
  • Dashboards: Access a host of metrics related to leads, revenue and other data sources from dashboards and customize them to show the most important KPIs. Dashboard types include: 
    • User Dashboards: Visible to and controlled by individual users. 
    • System Dashboards: Visible to everyone, with the option to reduce visibility to certain roles. Customized and controlled by system admins. 
  • Lead Nurturing: Account-based marketing features provide capabilities such as customer segmentation, personalized email content and performance metrics. Build buyer journeys and set rules that define a lead’s score based on the individual lead record, the related contact or the related account. 
  • Integrations: Apart from the Dynamics 365 toolset and other MS applications, the platform integrates with partner systems. Integration with Zapier offers access to more than 1,500 apps, ensuring greater extendability. 
  • Event Management: Control all aspects of events, from registrations and speakers to sessions and venue logistics from an event portal. It integrates with ON24 and other providers to support running webinars. 
  • Customer Service Insights: Powered by AI, machine learning and BI tools, this feature helps track KPIs visually for at-a-glance insights. Monitor: 
    • Customer satisfaction levels
    • A range of case metrics
    • Backlog trends
    • Incoming support topics
    • Engagement patterns
    • Support agent performance
  • Customer Insights: This add-on feature uses AI to support marketing efforts. 
    • Use Microsoft Graph to input audience intelligence.
    • Build triggered workflows with Microsoft Flow.
    • Customize reports and dashboards with the Power BI connection.
    • Microsoft PowerApps enables custom app creation.
    • Governance tools and security features ensure GDPR compliance and data privacy.
Streak CRM
Streak CRM
Start Price
$0
Free, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Streak CRM

Built into Gmail, Streak ensures efficient email marketing, as users can check if an email is opened or read, deliver mass emails, send follow-ups, schedule emails and more. Additional strengths include data organization and greater productivity via G Suite integration. However, the free version has restrictions on how many emails can be tracked and doesn’t offer detailed tracking data. Reviewers also noted that the user interface needs improvement and that there are technical issues to address. Overall, it’s a decent software with a number of useful features.

Pros & Cons

  • Email Marketing: Robust features include open and read rates, bulk emails, scheduling and more, according to more than 82% of users who mention email marketing.
  • G Suite Integration: The software ensures efficient process by connecting with G Suite, as noted by almost 90% of reviewers who mention this aspect.
  • Free Plan: Every user who references the free plan indicated it’s very useful and caters to almost every requirement.
  • Centralized Data: The software aids efficient data management, as noted by every reviewer who mentions this feature.
  • Reminders: Every user who refers to this feature liked the ability to frequently follow up
  • Ease of Use: More than 62% of reviewers who reference this feature noted the platform is easy to navigate.
  • Customer Communication: Streak aids effective customer engagement according to all users who mention this feature.
  • Customer Support: According to almost 60% of users who mention this element, the customer service needs improvement, with slow responses and irregular quality cited as a couple issues.
  • Lack of Free Features: While the free plan is useful, 80% of reviewers felt it would be helpful to have more features.
  • Location: Every user who mentions this feature observed that the software doesn’t reflect senders’ geographical location.

Key Features

  • Pipelines: Streak CRM lets you create an unlimited number of pipelines, and with a Professional or Enterprise plan, you can also create unlimited rows (called items) within each pipeline. Filters, groups, sorting and search features let you configure pipelines based on the view you need and then save that view to share with team members. You can also link related pipeline items for quick navigation between the two. 
  • Boxes: Each box represents a contact, lead or whatever else you want to track. They act as the building blocks of your pipeline and are what you move through the stages. Boxes can contain information like emails, contacts, comments, notes, tasks, file attachments, data fields and more. 
  • Customizable Workflows: The software allows you to configure your workflow to fit your processes. You can add, delete or move pipeline stages, as well as color-code them for easy tracking. 
  • Alerts: The view tracking feature sends a notification when a recipient reads your message. You can sort emails in your Sent folder based on whether they’ve been viewed or not, so it’s clear which contacts require follow-up. 
  • Mail Merge: If you need to send mass emails that include personalization, this feature has the necessary capabilities. You can pull data from your pipeline to personalize elements like company info or recipient name. The preview mode lets you proof emails before sending. 
  • Send Later: You can schedule emails to send at a predetermined time and edit or cancel them from the draft view. 
  • Snippets: With this feature, which acts as a template, you can create a library of most-used emails to reuse whenever needed. Shortcuts allow you to insert the content quickly. The templates are shareable among team members. 
  • Reporting: Available with the Professional and Enterprise plans, this feature lets you generate reports based on the data in your pipelines. The system offers built-in sales and pipeline reports that can be customized, downloaded and shared via email. Sales reports let you track information like the total value currently in your pipeline, the value per stage, close rate, projected close value and more. Pipeline reports include total interactions, stage flow, the number of boxes assigned to each user and the number of boxes in any given stage. 
  • Permissions: With a Professional or Enterprise plan, you can control who views and edits information in the system. Owners act as the administrators, with the ability to edit teams, roles, pipelines and other settings. Members are limited to viewing pipelines and contacts, and can’t change user roles or team members. 
Insightly
Insightly
Start Price
$29
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Insightly

Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

Pros & Cons

  • Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
  • Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
  • Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
  • Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
  • Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
  • Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
  • Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
  • Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.

Key Features

  • Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality. 
  • Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts. 
  • Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality. 
  • Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards. 
  • Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation. 
  • Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows. 
HubSpot CRM
HubSpot CRM
Start Price
$1,080
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked HubSpot CRM

HubSpot CRM is a free platform that supports the marketing and sales efforts of small to mid-sized businesses with features such as lead intake, deal management, ticket issues and more. It’s easy to use, unified and offers robust workflow management automation. A couple downsides reviewers observed include the limited functionality of the mobile app and the integrations mainly geared toward e-commerce. All in all, businesses looking for marketing and customer management at no cost will find HubSpot CRM is a solid option.

Pros & Cons

  • User-Friendly: 86% of users mentioning this aspect observed that HubSpot CRM is easy to use and install without much hassle.
  • Workflow Management: Well-constructed workflows enable timely follow-ups, according to 76% of users mentioning this feature.
  • Report Generation: It's easy to upload and export reports, as indicated by 53% of reviews referring to reporting.
  • Automation: This feature makes it easy and faster to conduct daily professionals tasks, as noted by 60% of users referencing it.
  • Affordable: 55% of reviews mentioning price suggested the application is inexpensive for the features offered.
  • Unified Solution: A simple, unified dashboard makes it easy to carry out multiple activities, according to 66% of reviews that mentioned this aspect.
  • Mobile Application: 50% of reviews about the app suggested it’s inefficient and limited to monitoring the status of customer requests.
  • Integration: The platform lacks basic third-party integrations, with 63% of reviews on the subject saying the integrations are primarily beneficial for e-commerce businesses.

Key Features

  • Pipeline Tracking: Auto-populates data from new deals and eliminates manual entries in forms. Add, edit and delete stages and properties from entered deals without help from IT. 
  • Lead Management: Helps sort and filter a prospect’s information based on geography, company size and number of visits. Custom views aid tracking prospects for optimum outreach. 
  • Monitoring: Monitors and gives insight on a prospect’s website activity, and identifies new prospects that visit the company’s website. 
  • Email Tracking and Notifications: Tracks sent emails, activities and aligns timed follow-ups for optimum sales growth. 
  • Email Templates: Promotes effective outreach and communication by making it quick and easy to draft emails. 
  • Scheduling: Syncs Google and Outlook meetings, making it easy to pick available time slots. Also helps schedule team meetings with prospects to maintain relationships and increase sales. 
  • Reporting: Generates customizable reports and dashboards that enable sharing metrics with team members, which help stimulate business growth. 
  • Live Chat: Enhances customer experiences and reduces the chances of a prospect slipping through the cracks by enabling support agents and sales reps to solve the queries of existing and interested customers in real time. 
Infusionsoft
Infusionsoft
Start Price
$159
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Infusionsoft

Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

Pros & Cons

  • Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
  • Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
  • Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
  • Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
  • Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
  • Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
  • Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
  • Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.

Key Features

  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 

Pricing

License/Subscription Cost
  • Recurring subscription-based model: per user, per month, plus maintenance, implementation and backup support
  • All plans are billed monthly according to the annual contract
  • All plans come with a mandatory one-time setup fee called Kickstart package for new customers
  • Costs vary depending on the plan selected, based on the level of consulting and implementation help businesses require
Maintenance Cost
  • Included in the subscription cost
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Varies depending on the functional requirements added in the product module, such as sales force automation, marketing automation and eCommerce capabilities. This is based on the organization’s business requirements
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount and type of data to be migrated from the legacy system, availability of migration tools, data profiling, data cleansing and audit trail of the migration process
Training Cost
  • Cost is over and above the subscription cost and varies depending on the type of plan chosen
  • Provides an initial training program for first-time users. Users need to enroll and pay for the training course
  • Provides embedded links, including walkthrough features and video tutorials, after initial training is completed
Recurring/Renewal Costs
  • Cost is included in the subscription fee, based on the number of users, additional add-ons and the plan purchased
Freshsales
Freshsales
Start Price
$9
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Freshsales

Suitable for SMBs, Freshsales provides easy-to-use tools for sales management, customer engagement and lead management. Its hassle-free configurations and intuitive interface are some standout features noted by reviews. Users also appreciate its ability to manage customer information efficiently and its broad lead management capabilities. However, the free plan doesn’t include useful features, adding advanced features gets costly and there are some technical issues that hinder usability. While integrations with other Freshworks products and Zapier are helpful, important third-party integrations such as LinkedIn and Hubspot are missing. Overall, it has a lot to offer and can be a good choice for smaller operations.

Pros & Cons

  • Ease of Use: 97% of reviews talking about usability noted the system is user-friendly.
  • Interface: The user interface is simple, fast and can be navigated easily, as observed by 96% of reviewers who mention this feature.
  • Lead Management: According to 90% of users who talk about this feature, it helps generate, track, upload, convert, research and organize leads effectively.
  • Contact Management: The system helps store client information efficiently and find data quickly, as reported by 94% of users who reference this feature.
  • Configuration: 80% of reviewers who mention configuration asserted the system is easy and quick to set up.
  • Price: Although a free plan is available, it doesn’t include a lot of options, and adding advanced features gets expensive, according to 65% of reviews referencing cost.
  • Technical Glitches: Every user who talks about this aspect observed there are quite a few technical issues with APIs, migration and more.

Key Features

  • Smartforms: Automatically create new leads after visitors sign up on a web form, providing data from social media profiles, photos and activities on the website. 
  • 360-Degree Customer View: Access customers’ social profiles, products bought, website, interactions and appointments from a single screen. 
  • Velocity Reports: View the time required to convert qualified leads into customers and understand the stages in which sales reps are stuck. 
  • Revenue Analytics: Identify star performers, successful campaigns and leading territories using detailed revenue metrics.  
  • Push Notifications: Push notifications are sent whenever a new lead, task or deal is assigned to users and also offer reminders of upcoming meetings. 
  • Custom Reports: Track sales managers’ performance and sales figures using custom reports with tables and charts. Schedule reports to be delivered on a given date. 
  • Auto Profile Enrichment: Automatically enriches leads, contacts and accounts with their social and publicly listed information such as photos, company details and social profiles.  
  • Email Tracking: Real-time notifications on email opens and clicks facilitate prompt responses and optimize marketing efforts. 
  • Deal Status: Understand deal status in a better way by tracking deal value and the number of deals under review. 
  • Visual Sales Pipeline: Locate deals across stages and get a better view of the pipeline by sorting and filtering. 
  • Third-Party Integrations: The Marketplace provides third-party apps that can be integrated with Freshsales. Connect with Google Sheets, MailChimp and more via Zapier. 
  • Mobile App: With Android and iOS apps, record voice notes, move leads through pipeline stages, check in to meetings, view calendar, log calls and receive notifications. 
Spiro
Spiro
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Spiro

Spiro enables SMBs to simplify their sales and communications with a user-friendly platform that’s built on AI. Given the central role AI plays, it stands out as a feature many users find to be helpful, particularly when paired with BI to improve sales efficiency. The built-in calling and messaging feature helps users stay connected to prospects, increasing the chances of conversion. Reviews also report that customer support is timely and helpful. Some limitations include slow functionality while reporting and inaccurate automatic data capturing. Overall, those looking for a solution to handle many sales activities without using a traditional CRM product may find it to be a good choice.

Pros & Cons

  • Ease of Use: The software is easy to use and customize to meet business processes and sales requirements, according to 83% of users referencing this aspect.
  • Artificial Intelligence: All reviews on this feature say the combination of AI and BI helps the sales team to work more fluidly and more efficiently.
  • Customer Service: The turnaround time and product understanding offered by the support team is very helpful, suggest 100% of reviews citing customer support.
  • Data Capturing: Automated data entry lacks precision and isn't streamlined enough for immediate business use, note 66% of users mentioning this feature.
  • Analytics and Reporting: The lack of proper filtering and functions slow processes down even with automation in place, in the experience of 66% of users reviewing this element.

Key Features

  • CRM Capabilities: While not a traditional CRM, it executes data collection, automatically gleaning information from emails, text messages and calls to measure engagement levels. 
  • Pipelines: Provides a clear view of each deal and has the option to create multiple pipelines to fit internal processes. Offers different views, such as by sales or stage priority. 
  • Analytics and Reports: Understand prospects, customers, opportunities and forecasts better through objective analysis of customer engagements at every stage. Report types include chart, pivot, summary and tabular. 
  • Mobile Apps: Apps for iOS and Android devices allow access to pipelines, reports, contacts, leads and customer records on the go. 
  • Integrations: Connect with many other types of business platforms, including CRM, ERP and customer support, along with tools like Slack, Office 365, Gmail and Outlook. 
  • Email: Supports emailing up to 500 contacts at once along with the option to schedule the emails in advance. Includes reusable templates for common types of messages. Integrate with a marketing automation solution to receive full email marketing capabilities. 
  • VoIP: Available on desktop or via mobile app. Includes one-click dialing, text message support, call recording, interactive

COMPARE THE BEST Automotive CRM Software

Select up to 2 Products from the list below to compare

 
Product
Score
i
SelectHub’s Analyst Rating is based on data from our 400+ point analysis of Automotive CRM Software, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
Deployment
Platform
Logo
Pipedrive
$14.90
Annual, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Pipedrive
Salesforce Sales Cloud
$25
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Salesforce Sales Cloud
Zoho CRM
$14
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Zoho CRM
Dynamics 365 CRM
$65
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Dynamics 365 CRM
Streak CRM
$0
Free, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Streak CRM
Insightly
$29
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Insightly
HubSpot CRM
$1,080
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
HubSpot CRM
Infusionsoft
$159
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Infusionsoft
Freshsales
$9
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Freshsales
Spiro
Still gathering data
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Spiro

All Automotive CRM Software (149 found)

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DealCloud

by Integration Appliance
DealCloud
Designed for leading investment banks, operating companies and investment firms, DealCloud is a flexible, data-driven platform with vertical-specific functionalities. It helps handle fundraising, regulatory compliance and financial deals, enabling dealmakers to execute deals optimally. It comes with modules for managing data, pipelines, relationships, business procedures, conflicts and marketing processes. The API allows integrations with FACTSET, PrivCo, PitchBook and more.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Demo Pricing

Referral Maker

by Buffini & Company
Referral Maker
Referral Maker is a cloud-based solution that helps businesses manage leads, client feedback, databases, performance tracking and more from a central location. With features like a Dashboard and Priority Action Center, it boosts productivity and lead-to-close ratio. Suited for businesses of all sizes, it maximizes sales efficiency and expands operations through relational marketing.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Kizen

by Kizen Technologies
Kizen
Kizen is a cloud-based solution that manages marketing, sales and experience for enhanced productivity and profitable growth by leveraging technologies like automation, artificial intelligence (AI), big data and digital assistants. Its digital business assistant, Zoe, offers an integrated growth module for small to mid-sized businesses across industries. It has modules for contact and lead management, form automation, email syncing, surveys, social media marketing, eCommerce apps, business intelligence and insights, and more. It helps businesses acquire customers and increase customer lifetime value while saving time and delivering personalized experiences to drive growth.
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Dolibarr

by Dolibarr
Dolibarr
Dolibarr is a suite of open-source tools for foundations, freelancers and organizations of all sizes. It has a few thousand developers, translators, users and testers who work on the project. Since it is open source, it has a large user base that consistently provides feedback to help improve the product as a whole. It can be used as a standalone local application or online on a dedicated or virtual machine that can be accessed from anywhere at any time. Its features include product and stock management, human relationship, billing and finance, marketing and more. It is available in multiple variations and supports operating systems like Mac, Linux, Windows and auto-installer packages.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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360 View

by inBusiness Services
360 View
360 View empowers financial institutions to meet their customer needs digitally with features that take care of personalized relations, enhance technology, scalable communications, data analytics and supports sales efforts. It takes care of various factors such as relationship management, targeted market, financial know-about for business solutions. The software can be customized for the needs of businesses outside the financial industry, providing greater flexibility and capability options. Pros Unified customer data Personalized interactions Better insights Improved decision-making Enhanced customer experience Cons Data accuracy challenges Privacy concerns Implementation complexity Training requirements Potential for information overload
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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VolunteerHub

by Carr Engineering
VolunteerHub
VolunteerHub is an online solution for volunteer management and donation gathering. It simplifies effective volunteer management and engagement and helps users organize, schedule and recruit volunteers for events. It offers rewards and recognition, gamification and point assignment for optimal event engagement. Users can automate social media scheduling, single sign-on, texts, custom forms and emails. Additionally, it extends a friendly support team that guides volunteers through navigating its interface for ease of use.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Demo Pricing

Chime CRM

by Chime Technologies, Inc.
Chime CRM
Chime CRM is an all-in-one suite designed to serve small, mid-sized and large real estate companies. It offers a wide range of capabilities, including lead generation, relationship cultivation, lead closure, process automation, reporting, improved organization and more.It helps engage and satisfy customers with optimized marketing, responsive CRM and an IDX website. Different customizable packages are available to choose from — Breakthrough, Essential and Domination.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Treasure Data

by ARM
Treasure Data
Treasure Data provides advanced data management capabilities to consolidate customer data and provide personalized customer experiences across different touchpoints. It helps derive useful consumer insights, maximize the ROI on digital marketing campaigns and boost customer lifetime value. It empowers digital marketers to create robust customer profiles, map customer journeys, improve campaign performance and develop targeted audience segments.
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Workbooks

by Workbooks
Workbooks
Workbooks is a cloud-based solution that helps simplify organizational tasks. It provides end-to-end marketing, sales, order processing and customer support. Equipped with an NPS score, it helps companies identify loyal customers for optimum business growth. It also assists in understanding and catering to business metrics. The product offers a wide range of benefits like improved revenue generation, enhanced customer experience, dynamic configuration and mobility. It also helps eliminate manual tasks and provides valuable insights so users can make informed decisions. It’s suitable for small to medium-sized industries. Key capabilities include marketing, order processing, customer service, email and workflows, and social media management. The overall sentiment about the product is positive. Users find it easy to use, but there’s a learning curve involved. They also speak highly of its customizability, support team and training. Some drawbacks include a clunky interface and limited scalability. The product has three pricing editions. The cost ranges from $34 to $165 per user/month, with support included.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Raiser's Edge NXT

by Blackbaud
Raiser
Designed for nonprofit organizations, Raiser’s Edge NXT from Blackbaud is a cloud-based donor management and fundraising system. Apart from managing fundraising programs, users can accomplish targets, improve customer relationships, organize events and webinars, find prospects, monitor performance, and manage funds including grants and contributions.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$1,000 or more
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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RallyBound

by Neon One
RallyBound
Neon Fundraise (formerly Rallybound) is a flexible digital solution for gathering funds and donations any time, anywhere. It offers user-friendly personal and team pages, quick setup, mobile responsive designs, scalability and social media management. It hosts various events such as peer-to-peer fundraising, annual fundraising, online giving, repetitive giving and more. Additionally, it also supports giving days, events of any size and complete campaign management. It extends an intuitive dashboard, experiential giving and seamless donations.It was acquired by Neon One in 2018.
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Propertybase

by Propertybase
Propertybase
Propertybase is a sophisticated Real Estate CRM and marketing platform designed to streamline operations for real estate professionals. It is particularly well-suited for real estate agencies, brokers, and agents who require a comprehensive tool to manage client relationships, automate marketing efforts, and oversee transactions. The platform offers unique benefits such as seamless integration with MLS data, robust lead management, and customizable workflows. Users appreciate its intuitive interface and powerful features like automated follow-ups and detailed reporting capabilities. Compared to similar products, Propertybase stands out for its scalability and adaptability to various business sizes. Pricing details are not publicly disclosed, so potential users are encouraged to contact SelectHub for a personalized quote. Overall, Propertybase is praised for enhancing productivity and providing a centralized solution for real estate operations.
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

ConvergeHub

by Converge Enterprise
ConvergeHub
ConvergeHub is a cloud-based solution that helps businesses manage sales, marketing, internal coordination and service processes from a single location to grow leads, nurture prospects, close sales and provide support to customers. It supports the end-to-end customer lifecycle by generating leads, managing campaigns, prospects, and sales, handling support tickets, creating contracts, storing digitized documents and more. Suitable to businesses of all sizes, it can be configured to match individual business requirements, automate processes, and boost productivity and revenue.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 or less
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Demo Pricing

PlanPlus Online

by Complete XRM
PlanPlus Online
PlanPlus Online is a cloud-based solution to increase productivity and achievement across organizations. It helps individuals and organizations seamlessly increase productivity with contact management, task management, calendar set-up, daily notes and an online planner. It also enables collaboration, sales, marketing and project management with critical productivity metrics for businesses. It combines with multiple devices and technologies, including iOS, Android, Gmail, Google Calendar, Microsoft Outlook and more, to synchronize workflows across multiple stages. Developers can rely on SOAP and RESTful API endpoints to work virtually with any third-party technology.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Salsa CRM

by Salsa Labs
Salsa CRM
Salsa CRM offers a platform designed to assist non-profit organizations, providing a seamless experience with operational activities such as fundraising, donation management, online advocacy and much more. Users can leverage it to deepen donor relations, track and nurture staff efficiency, and accelerate fundraising efforts. Users can align offline and online inputs to work in sync with ongoing and upcoming campaigns.It takes care of digital needs by maintaining an online presence for users and also integrates marketing automation and event registration. It also offers policy, development and communication for internal teams.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Survicate

by Survicate
Survicate
Survicate is a web and app-based tool built to streamline and optimize customer feedback management. It provides a single hub to store and manage feedback from multiple sources. Users can access insights throughout the customer journey to improve engagement and retention.It offers collected data via customizable email, link, web and mobile surveys. Track, filter and analyze responses and view automated reports. Its native integration with various CRM platforms allows users to export survey results.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Salonist

by Shrivra
Salonist
Salonist is a cloud-based digital solution that simplifies appointment scheduling, queue administration, invoice generation and data management for salon and spa businesses. Its unified dashboard covers online booking, slot allocation, offline booking, package booking, membership management and more. It assists in improving customer experience and aligns business operations. Users can simplify and automate time-sensitive and daily tasks, send payment invoices and maintain customer relationships. Additionally, it also offers payroll and employee profile management.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Demo Pricing

AddressTwo

by Carter and Company
AddressTwo
AddressTwo is a cloud-based, business-centric solution that focuses on customers and building and nurturing intentional relationships and artisanal customer experiences with them. It manages leads, organizes contacts, and sends notifications for important tasks and activities. It automates repetitive administrative and operation tasks, making more time for team productivity and customer satisfaction. Offers a simplified and customizable dashboard for ease of use and more accessible user adoption. It offers lead generation, built-in follow-up, email marketing, direct mail marketing, consulting and more.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Virtuous CRM

by Virtuous Software
Virtuous CRM
Virtuous CRM is a cloud-based tool that helps non-profit organizations build better relationships with existing and potential donors at scale. It automates contact management, marketing and outreach with personalized messages, prompting users for donation at optimal times. It leverages data and predictive analysis to ensure smooth donor management, manages complex fundraising requirements, handles backend payment processing and helps organizations grow their donor base.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

OnContact

by workwise software
OnContact
OnContact is a sophisticated CRM solution designed to streamline customer relationship management and enhance business operations. It is particularly well-suited for industries such as manufacturing, financial services, and retail, where managing customer interactions and data is crucial. The software offers a comprehensive suite of features, including contact management, sales automation, and marketing tools, which empower businesses to optimize their customer engagement strategies. Users appreciate its intuitive interface and robust functionality, which facilitate seamless integration into existing workflows. One of its standout benefits is the ability to customize the platform to meet specific business needs, providing flexibility and scalability. While pricing details are not explicitly available, potential users are encouraged to contact SelectHub for a tailored quote. Compared to similar products, OnContact is praised for its user-friendly design and comprehensive feature set, making it a valuable asset for businesses seeking to enhance their CRM capabilities.
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
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Buyer's Guide

CRM Automotive Software Is All About Offering Seamless Car Buying and Selling Experiences

By Manogna Matta, Technical Writer at SelectHub

CRM Automotive Software BG Intro

You know that feeling of independence when you learn to drive a car? The joy of a road trip with loved ones? Or unwinding with music in your car on your way home after work? Cars are an irreplaceable commodity in our lives. No wonder customers are so particular and expect nothing short of perfect from their car dealers. Car dealerships need to be on top of their game, and CRM automotive software helps with that. It’s an ideal vehicle for great customer-buying journeys.

CRM automotive software helps make contact management, inventory management and process automation easier. Its cutting-edge capabilities allow your sales reps to focus on leads most likely to convert. With a dynamic range of tools, car dealer CRM can prove to be an asset to your business.

Looking for ways to improve your car dealership service and provide top-notch customer experiences? A CRM automotive platform might be the right solution for you. In this buyer’s guide, we’ll look at what CRM automotive software is, how it can help your business and how to pick the best solution.

Executive Summary

  • CRM automotive software helps car dealerships with their sales, marketing and customer service.
  • Key features include contact management, inventory management, process automation, email integration and dealer management systems (DMS) integration.
  • Make sure to prepare a list of requirements and ask vendors specific questions before committing to a purchase.
What This Guide Covers:

What Is CRM Automotive Software?

CRM automotive software is a sales, marketing and customer service platform primarily intended for car dealerships. It automates and organizes business processes, enabling you to focus on creating worthwhile customer journeys and, ultimately, sell more cars.

You can manage and track interactions with prospective clients and existing customers via various touch points, including – emails, phone calls, social media and search engines. Many automotive CRMs can integrate with your existing DMS. This eliminates the tedious task of data duplication and improves your operational efficiency.

You can seamlessly track your teams through a multitude of reporting tools. CRM automotive software makes complex data easy to view and analyze through a single-view centralized platform. The latest solutions come with AI and voice and text management capabilities along with traditional features. Considering all the advantages, it’s a great deal for car dealers indeed.

Importance

Every aspect of the automobile industry has changed in the past decade, be it inventory management, contact management, sales, marketing or service. Customers have also changed how they go about a purchase. With millions of bits of information available at their fingertips in seconds, you need to stand out and catch their attention.

And that’s even harder to do if your business processes don’t keep up with the times. You must use CRM automotive software to survive in the highly competitive dealership industry.

Even if you have a robust DMS, you can still benefit from car dealer CRM. Automobile CRM manages and follows up with leads, while DMS is involved with managing inventory, licensing, financing, warranty and insurance. DMS with CRM capabilities may seem like a good fix, but a standalone CRM automotive solution is far more beneficial.

The global CRM applications market is growing exponentially and is expected to reach $58.8 billion by 2026. Business leaders across all industries are adopting CRM software. Its cutting-edge technology transforms it from a mere contact database to a dynamic tool for all your business needs. CRM automotive software can be the rocket fuel that takes your sales to the next level, without which you might risk your customers outgrowing you.

Primary Benefits

CRM automotive solutions come with various tools designed to boost the quality and quantity of your car sales. Let’s take a look at how car dealer CRM benefits you below:

CRM Automotive Software Benefits

Maximize the Quality of Communication

Efficient communication between all your teams is critical to your success. With CRM automotive software, you can find all your information in a centralized platform, enabling your teams to be on the same page.

Along with internal communication, you can optimize external communication with leads through automated replies, follow-ups and scheduled communication. This way, no leads are overlooked while you’re busy with other tasks.

Car dealer CRM comes with call, text and email management features. The platform documents every interaction with your lead and saves it in a secure database. In other words, it streamlines your communication and gives access to clients’ data anytime at your fingertips.

Automotive CRM Software Categories

Automobile CRM also comes with survey tools to help you understand the wider trends of your target market. You get real-time feedback on your services, something especially useful in strategizing ways to boost customer loyalty.

Optimize Your Marketing Budget

Do you know which are your most effective marketing channels? In a business where every company fiercely competes for customers’ attention, you need to make every penny count.

CRM automotive software gives insight into your highest and lowest-performing marketing channels. It helps optimize your marketing and advertising spending to the fullest and gets you bang for your buck.

With the help of auto dealer CRM, you can:

  • Identify missed deals with real-time lead tracking.
  • Pinpoint problem areas and where exactly people drop out in the funnel.
  • Allow potential customers to browse vehicle models on your site before visiting your store.
  • Assist leads via online communication before the actual purchase.
  • Provide quick and personalized customer service.
  • Manage automobile delivery process.

The list goes on and on.

Maintain TCPA Compliance

Keeping your communication with customers TCPA compliant is necessary. Failing to do so may end up costing you a lot. The Telephone Communication Protection Act (TCPA) of 1991 prohibits companies from engaging in unsolicited communication with people via telephone technology.

This act regulates telemarketing calls, pre-recorded calls, text messages and emails. You need your customers’ consent to continue communicating via these mediums. You also need to honor if your customers cease contact and opt-out. Using automotive CRM ensures your communication is TCPA compliant and avoids penalties.

Key Features & Functionality

Contact Management

Dealerships get leads through various sources — social media, websites, third-party lead providers, online and offline ads, and good old walk-ins. You can capture this information and store it in a centralized database, along with all relevant documents.

This feature helps track leads and analyzes which channels get you the best leads. You can also document all interactions with leads and get real-time access to this data to make informed decisions.
Reporting and Analytics

You can track your sales team’s performance and productivity. Capture data and monitor various KPIs, including the number of cars you’ve sold, the most popular model in a given region and more.

Create custom sales and inventory reports. The reporting tools also come in handy for forecasting and tracking commissions.
Mobile App

You need a CRM that you can access anywhere — on Mac, PC, smartphone or tablet. This is especially important if your team is on the go or works remotely.

CRM automotive software serves as your sales team’s organizer and address book. You can save data on all devices and update it in real time, helping your sales team be on the same page.
DMS Integration

You can seamlessly and safely transfer your lead and customer information. This feature eliminates the need for duplicating data entries.
Inventory Management

If your business is in multiple locations, it’s critical to have a CRM with inventory management tools. With this feature, you can manage a large fleet of vehicles and keep track of your stocks with ease.
Process Automation

Automate and streamline various workflows to boost your overall productivity:

  • Tasks and activities
  • Replies to customer queries
  • Distribution of leads among sales reps
  • Updating customer profiles when a contact changes their information
  • Scheduled communication, follow-ups and reminders
Email Integration

You can optimize your email campaigns and email marketing. Import all email contacts and archives and streamline communication channels.

You can also set up automated email replies and confirmation emails, allowing your team to respond quickly — a critical factor for converting quality leads.

Software Comparison Strategy

While many CRM automotive solutions have similar features, it can get overwhelming to narrow down your choices, let alone pick the best one for your business.

Start by considering your business needs. How does your current method of car dealership system pan out for you? Where does it lack? Which parts of the process are the most time-consuming for your team? What are some common problems you encounter? Take note of those problem areas and make a list of your requirements.

You can ask your team for recommendations, especially your sales team. See what capabilities would benefit them the most. Read online reviews and industry guides to help with this process.

What’s your budget? You need to be honest about how much you can afford to spend. Consider how many people would use the software, as prices may change based on the number of users. See if your top choices offer free trials and test drive them before purchase.

Take a deeper look at how your team collaborates and communicates. If you have a remote/hybrid team or sales reps on the road, it’s beneficial to pick a solution that offers cloud services and mobile versions. This way, your team can be on the same page and access real-time information anywhere, on any device, even during spotty connectivity.

If you’re a car dealership with multiple lead sources, prioritize a CRM automotive solution specializing in market analytics. It should let you compare various marketing channels, analyze the quality of leads they produce, view your monthly and yearly sales trends, and monitor your sales team’s performance.

Cars are a huge investment. They involve credit checks, lease terms and financing plans. Good CRM automotive software offers tools for managing trade-ins, upgrades and other finances that may come up.

What apps do you use on a daily basis? Look for a car dealer CRM that offers integrations with them. Do you currently have a DMS system in place? Your ideal solutions should integrate with your DMS to seamlessly transfer your information and avoid manual data entry.

However, not all top-rated car dealer CRMs have this feature. But it’s not the end of the world, especially if you’re an SME business. The range of dynamic features automotive CRM provides far outweighs the occasional chore of data duplication and transfer. Some DMS systems provide CRM capabilities as well. But you would be better off using standalone CRM automotive software as it specializes in the car dealership business.

How customizable is the software? Does it provide scalability options? It’s a good idea to pick a scalable solution so your business doesn’t risk outgrowing its software capabilities. Take a closer look at the software’s interface. It should be intuitive and user-friendly enough for even first-time users of your team.

Another aspect to consider is vendor support. Does your vendor have a 24/7 live chat? How quickly do they respond to queries? Do they provide comprehensive onboarding and training materials? How do they ensure data safety?

Finally, look for the latest trends in the market, like artificial intelligence (AI) and voice and text management. Evaluate the CRM automotive solution on whether it can:

  • Track, record and store calls made through the platform
  • Keep the dealership TCPA compliant
  • Direct incoming calls to the sales rep handling the deal
  • Send automated replies
  • Create templates for common queries

Cost & Pricing Considerations

CRM automotive solutions come in all shapes and sizes, and there’s a solution for all businesses, big and small. You’ll be billed either on a monthly or yearly basis or according to the number of users. Some vendors charge a one-time subscription fee, while others may reveal their prices only on request.

The cost of the software depends on the number of users, customizations, advanced features and scalability options you want. Many CRM automotive vendors offer free demos and free trials for a limited period of time. Some even provide less advanced versions of their software free of cost. You may need to upgrade for any specific advanced features and integrations you want, which could cost higher.

The Most Popular CRM Automotive Software

Now that you know what CRM automotive software can do for your business, how do you decide on the right solution? Let’s take a look at our top recommendations to guide your search:

Pipedrive

Pipedrive CRM automates manual tasks, nurtures leads throughout the sales cycle and provides a seamless car sales experience. It streamlines customer communication via live chat, emails or inbound calls and stores data in a secure, centralized platform.

You can track AHT (average handling time) and monitor your sales team’s calls to optimize your sales efforts. Pipedrive CRM integrates with apps like Slack, Kixie and Domo and helps you provide the ultimate car dealership service to maximize your revenue.

Pipedrive

Pipedrive CRM Dashboard. Source

Salesforce Sales Cloud

A pioneer of modern CRM, Salesforce Sales Cloud offers cloud-based, AI-driven CRM capabilities and gives rich insights into your leads. You can customize your dashboard according to your needs and keep track of your team’s performance through reporting tools.

Salesforce has unique features like AI-powered sales cloud Einstein that predicts how likely a lead would buy a car and prioritizes those opportunities. Your sales reps can also contact a client directly from the browser. Endowed with an automatic lead scoring and routing system, it’s a great fit for both B2B and B2C domains.

Salesforce Sales Cloud

Sales Rep’s Dashboard in Salesforce Sales Cloud. Source

Zoho CRM

One of the biggest names in the market, Zoho CRM ensures proper engagement and follow-up with leads throughout the sales funnel. It’s well known for robust lead nurturing features, real-time reports and AI-powered sales assistant Zia. This power-packed software helps you make smarter business decisions and improves the rate of your lead conversions.

Zoho CRM sends smart alerts about the best time to engage with your leads based on past successful interactions. It seamlessly integrates with over 500 apps, has a mobile version and provides hands-on vendor support.

Zoho CRM

Zoho CRM’s Data Migration Tab. Source

 

 

Questions To Ask

To get started, it’s vital to understand your business requirements and what features would be the most useful to you. Use the following questions as a starting point.

Here’s a list of questions to guide internal conversations:

  • How does your team collaborate and communicate?
  • How many employees will use the software?
  • What are the main problem areas your current system has? How can CRM automotive software help with that?
  • What apps do you use on a daily basis?
  • Is your team remote/hybrid? Does it have sales reps on the road?

CRM Automotive Software Key Questions

Here’s a list of questions to ask vendors to help you learn more about the software and vendor:

  • Does your software integrate with an existing DMS?
  • Do you assist in the onboarding and implementation process?
  • What industry-specific features do you offer to benefit car dealerships?
  • What customizations and scalability options do you provide?
  • How does the software ensure TCPA compliance?

Next Steps

While car dealerships are like any other business, cars as a commodity are special. Cars are both a utility and a status symbol. When buying a car, customers consider every nitty-gritty before making a huge decision. It’s a big long-term investment and something you will use for years or even decades to come. Customers expect the best service from car dealerships.

With CRM automotive software, you can strive to provide meaningful customer experiences, make more sales, improve the quality of lead conversions and optimize your resources. Car dealer CRM can be a valuable tool for your team and one of the best business decisions you will ever make.

Ready to get started? Check out our free comparison report for more information on top-rated CRM automotive vendors in the market. Good luck!

Product Comparisons

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Manogna Chandrika
By Manogna Chandrika Matta
Technical Content Writer
Manogna Matta was a Technical Content Writer at SelectHub who delivered content for CRM, mental health, marketing and fundraising. An alum of the University of Hyderabad, Manogna did Communication and Psychology courses in her B.A. and M.A. She's also an avid coin collector and a fashion enthusiast. When not typing away on the keyboard, Manogna plays mother hen to her tiny birds, watches sitcoms and makes bad-quality dad jokes.
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Joan
Technical Research By Joan Akash
Senior Analyst
Joan Akash, a Senior Research Analyst at SelectHub, holds a Post-Graduate Diploma in Management with a specialization in Marketing. Her expertise as a researcher and reviewer spans diverse software categories, including Project Management, Customer Relationship Management, Live Chat, and Help Desk. Beyond her professional pursuits, Joan is spiritually driven, with a passion for teaching children and a penchant for reading biblical blogs and crafting poetry.
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Manan
Technical Review By Manan Roy
Principal Analyst
Manan is a native of Tezpur, Assam (India), who currently lives in Kolkata, West Bengal (India). At SelectHub, he works on categories like CRM, HR, PPM, BI, and EHR. He has a Bachelor of Technology in CSE from The Gandhi Institute of Engineering and Technology, a Master of Technology from The Institute of Engineering and Management IT, and an MBA in Finance from St. Xavier's College. He's published two research papers, one in a conference and the other in a journal, during his Master of Technology.
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Pooja
Edited By Pooja Verma
Content Editor
Pooja Verma is a Content Editor and Senior Market Analyst at SelectHub, who writes and edits content for endpoint security, legal, CRM, fundraising software, eCommerce, and mental health software. She earned a literature degree from Miranda House, DU and also holds Master’s in Journalism from Symbiosis Institute of Media and Communication in India. In her free time, you can spot her reading a book or binge-watching the latest web series and movies.
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