A small-dealer CRM connected to the website that created the lead.
For a small lot, the most important CRM job is often simple: preserve the shopper’s request, show the vehicle and source, assign the next action, and make follow-up visible before the buyer moves on.
Website forms become leads
Availability, trade-in, finance-interest, appointment, chat, and general requests retain their source.
Keep the next action visible
Use notes, status, assignment, appointments, tasks, and customer history for daily follow-up.
Connect source to outcome
Review lead sources, response activity, appointments, sold outcomes, and tracked website events.
The minimum useful CRM workflow
| Stage | Required context | Dealer action |
|---|---|---|
| New request | Customer, vehicle, form, page, and source | Acknowledge and assign |
| Contacted | Messages, calls, notes, and consent | Answer the question and set the next step |
| Appointment | Time, vehicle, owner, and status | Confirm and prepare |
| Outcome | Sold, lost, duplicate, or follow-up state | Record the result and reason |
Where ProAutoSites stops
The CRM is intended for website-led follow-up and operational visibility. It is not represented as a replacement for every dealership DMS, desking, accounting, title, payroll, or lender workflow.
Dealers should map required systems and exports before switching. A focused CRM can reduce complexity, but only when its boundaries match the dealership’s actual process.
Evaluation checklist
- Can staff see the exact vehicle and page that produced a request?
- Does the system preserve email and text consent separately?
- Can leads be assigned without losing a safe fallback?
- Can the dealer export customers and leads?
- Are response, appointment, source, and sold outcomes reportable?
- Will staff realistically use the workflow every day?
See the shopper experience — or assess the website you already have.
Explore a working sample dealer website, or receive a private seven-part scorecard before deciding whether to speak with ProAutoSites.