3x
Increased productivity in the automotive sector
Kanban CRM for Dealerships eliminates repetitive manual tasks and allows your team to focus on selling vehicles efficiently.
Kanban CRM for Dealerships: From Test Drive to Signature, No Need to Ask for Status
Between Saturday's test drive and delivery, there are five stages and three areas. The funnel keeps all three aligned on the same business status.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é CRM Kanban para Concessionárias
The Kanban CRM for Dealerships from Nexloo organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored to the specific needs of dealerships and resellers. With a solution developed for the automotive sector, your team automates lead management for test drives and proposals and focuses on what really matters: selling vehicles.
Companies in the automotive segment face unique communication and customer relationship challenges. The complete service platform Nexloo addresses these challenges with accessible technology, quick setup, and proven results from hundreds of dealerships and resellers across Brazil.
Results
Benefícios do CRM Kanban para Concessionárias
What changes in the salon when each interested party has a vehicle, stage, and next date.
80%
Reduced response time
Serve dealerships and resellers instantly at any time, leaving no message unanswered.
24/7
Full availability for dealerships and resellers
Clients in the automotive sector receive immediate responses even outside business hours.
45%
Increased customer satisfaction
Resolve inquiries and demands from dealerships and resellers quickly, enhancing the customer experience.
Features
Funcionalidades do CRM Kanban para Concessionárias
Recursos projetados para transformar o atendimento no segmento de concessionárias.
Visual drag-and-drop pipeline
Move negotiations between stages of the funnel with intuitive drag-and-drop and see progress instantly.
Automation of funnel stages
Automatic rules move leads between columns based on actions, elapsed time, or scoring.
Enriched cards with history
Each card displays contact information, conversation history, and pending next actions.
Multiple customizable pipelines
Create separate funnels for different products, teams, or processes with customized stages.
Visual pipeline with drag-and-drop
Move deals between funnel stages with drag-and-drop and visualize the total value at each stage.
Automatic activity logging
All interactions via chat, email, and phone are automatically logged in the contact's history.
Funnel that arises from the conversation
The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.
Drag to change stage
Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.
Multiple funnels, one for each process
New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.
Custom fields by business
Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.
Task with a date on each card
Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.
Responsible for the card, not the queue
Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.
Reason for loss is mandatory
A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.
Automation by stage change
Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.
Forecast for closing by stage.
Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.
Comece a usar CRM Kanban para Concessionárias
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para Concessionárias
The vehicle resale formats that benefit the most from a kanban funnel.
concessionárias e revendas de pequeno porte
Equipes de 2-10 pessoas
Lack of organization in managing leads for test drives and proposals leads to missed opportunities and daily rework.
concessionárias e revendas em crescimento
Equipes de 10-50 pessoas
Growing demand volume exceeds the team's capacity to sell vehicles with quality.
concessionárias e revendas com múltiplas unidades
Operações com 3+ locais
Standardizing service across branches and maintaining uniform quality is challenging without centralization.
Consultative sales with a long cycle
Starting from 3 users
They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.
High volume lead operations
Starting from 3 users
They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.
Post-sales, renewal, and expansion
Starting from 3 users
They need a funnel separate from new sales, with its own stages and renewal timelines.
Professional services with a proposal
Starting from 3 users
They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.
Health and aesthetics with treatment plan
Starting from 3 users
They present budgets that are rarely approved on the spot and need to resume the conversation days later.
Real estate, vehicles, and high-value goods
Starting from 3 users
They work on few high-value opportunities, where losing track of one is costly.
Education and enrollments
Starting from 3 users
They have a concentrated season and need to know how many enrollments are at each stage before the window closes.
Billing and debt recovery
Starting from 3 users
Leads agreements with stages and deadlines that need to be monitored by time, not by memory.
Recruitment and selection processes
Starting from 3 users
They move candidates through stages of a process and need to see where each position got stuck.
What sets us apart
Por que escolher Nexloo para Concessionárias
What's included in the plan for dealerships.
Natively integrated WhatsApp CRM
Unlike generic CRMs, Nexloo's Kanban was built for messaging conversations from the ground up.
Automation without complexity
Visual automation rules that anyone can set up, without complex flows or coding.
Instant pipeline visualization
See in seconds where each negotiation stands, which need action, and which are stalled.
Centralized data in each card
All lead information, history, and next steps in one accessible place.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
Took the test drive and disappeared over the weekend.
The interested party came, drove, liked it, and left to think. Without a step with a date and responsible person, this client is remembered on Monday by chance — if at all.
In practice
How the test drive works arrives at the signature
Between the Saturday test drive and the vehicle delivery, there are five steps and three areas. The funnel keeps all three focused on the same status.
The lead comes with the vehicle
Model, version, and source ad become fields on the card.
The evaluation of the used is a stage
Offered price and acceptance are recorded — and stop being renegotiated from memory.
The credit has a deadline
Sent to the bank, under review, and approved are states with an expected return date.
The delivery completes the cycle.
Documentation and delivery scheduling remain as tasks with an assigned person.
FAQ
Before following up your salon.
The most common questions about portfolio by salesperson, evaluation of the used, and credit stages.
How does the Kanban CRM for Dealerships work in practice?
The Kanban CRM for Dealerships from Nexloo was specifically developed to meet the needs of the automotive sector. The solution organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored for dealerships and resellers. In practice, dealerships and resellers can set up the tool in minutes, connecting their service channels and customizing flows for managing leads for test drives and proposals. The system learns from interactions and becomes more efficient over time, allowing your team to focus on selling vehicles instead of repetitive operational tasks.
Does the Kanban CRM for Dealerships have a free plan for dealerships and resellers?
Yes, Nexloo offers a 7-day free trial with full access to the Kanban CRM for Dealerships for dealerships and resellers. Automotive professionals can set up the system, connect preferred channels, and test with real lead management demands for test drives and proposals without financial commitment. No payment information is required to get started. After trying it out, flexible plans cater to everything from individual offices to networks with multiple units, scaling as needed. Our team supports dealerships and resellers throughout the evaluation, ensuring full utilization of the available resources for the sector.
How do I connect the Kanban CRM for Dealerships to the systems I already use?
Connecting the Kanban CRM for Dealerships with tools used by dealerships and resellers is done without the need for programming. Nexloo offers ready-made connectors via Zapier and webhooks for the most popular systems in the automotive sector, as well as a RESTful API for specific integrations. Automotive management, scheduling, finance, and marketing software can be directly integrated. For dealerships and resellers with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.
How long does it take to set up the Kanban CRM for Dealerships?
The initial setup of the Kanban CRM for Dealerships for dealerships and resellers takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the automotive sector. Advanced features such as complex automations and integrations with specific systems for dealerships and resellers may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the automotive sector that significantly speed up the initial setup and reduce the learning curve.
Is the Kanban CRM for Dealerships safe for automotive customer data?
Absolutely. The Kanban CRM for Dealerships meets specific security requirements for dealerships and resellers, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive customer data in the automotive sector. Features like automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications ensure additional protection for information handled by dealerships and resellers.
What is the difference between the Kanban CRM for Dealerships and traditional CRMs?
Traditional CRMs cater to email and phone cycles with complex interfaces. The Kanban CRM for Dealerships was built for messaging in the automotive sector, featuring a visual pipeline where dealerships and resellers organize negotiations by dragging cards. Direct integration with WhatsApp and channels used in the automotive sector eliminates manual typing, and each card already includes conversation history regarding lead management for test drives and proposals with follow-up automations to sell vehicles.
How soon will I see results using the Kanban CRM for Dealerships?
Initial results with the Kanban CRM for Dealerships are visible within the first 48 hours, especially in response speed and organization of service for dealerships and resellers. Productivity metrics and reduction of manual tasks appear in the first week of active use. Impact on revenue and customer retention in the automotive sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with a regular volume of interactions.
Last step
Where is your test drive does not turn into a sale
A short conversation to gauge how many test drives from your salon have no next action recorded.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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