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CRM

Every lead. Every customer. Every touchpoint.

From first inquiry to repeat service — Autroid CRM tracks every interaction, scores every lead, and gives your team complete visibility into the pipeline.

Lead ManagementAI Lead ScoringPipelineCustomer 360Communication Hub
CRM Pipeline — Live View
Kumar Auto Works
Discovery · Maruti Suzuki Swift
Hot
Singh Motors Pvt Ltd
Proposal Sent · Fleet of 8
Warm
Verma Auto Service
Appointment Set · Premium detailing
New
Sharma Fleet Ops
Negotiation · Annual contract
High Value
Lead-to-appointment conversion
40%
Faster sales cycle
0
Manual data entry required
100%
Customer interaction visibility
Lead Management

Capture every inquiry. Miss none.

Every inbound call, WhatsApp message, web form submission, and walk-in is automatically captured as a lead. No manual entry. No dropped inquiries. Leads are auto-assigned to the right advisor based on availability and specialization.

Explore Leads →
Omnichannel lead capture
Phone, WhatsApp, email, walk-in, website — all funnel into one queue automatically.
AI-powered lead scoring
Scores 0–100 based on vehicle age, service history, inquiry type, and past spend. Focus on what matters.
Smart advisor assignment
Round-robin or workload-based assignment ensures no advisor is overloaded and no lead waits.
Response SLA tracking
Alerts when a lead hasn't been contacted within your set response window. Never miss the golden hour.
Lead Queue
Rajesh Kumar
Called · BMW 3 Series service
Score: 94
Priya Sharma
WhatsApp · Denting & painting query
Score: 71
Fleet Operator
Web form · 12-vehicle fleet
Score: 88
Pipeline Management

Close deals. Not spreadsheets.

Drag-and-drop pipeline with custom stages. Every stage transition is logged with timestamp, responsible advisor, and notes. Get real-time pipeline value, win rate by stage, and bottleneck visibility across branches.

Explore Pipeline →
Custom pipeline stages
Inquiry → Qualified → Estimate Sent → Appointment → Closed. Rename stages to match your sales process.
Pipeline analytics
Win rate, average deal value, cycle time, and conversion by stage — updated in real time.
Multi-branch pipeline
Branch managers see their pipeline. Owners see everything consolidated. Role-based visibility built in.
Follow-up automation
Auto-schedule follow-ups when a lead stalls in a stage for more than N days. Never let a hot lead go cold.
Pipeline Stages
Q2 Pipeline Value
₹18.4L across 47 opportunities
On Track
Win Rate
This month vs last month
68% ↑
Avg. Close Time
Days from inquiry to appointment
3.2 days
AI CRM

Intelligence built into every stage.

Autroid AI analyzes every lead signal, service history, and interaction pattern to help your team act on the right opportunities at exactly the right moment.

Predictive Lead Scoring

Scores every incoming lead 0–100 based on vehicle age, last service date, inquiry keywords, and historical conversion patterns. Your best leads are highlighted automatically.

Churn Risk Detection

Flags customers who haven't visited in 60+ days, had a complaint, or showed declining visit frequency — before they switch to a competitor.

Next-Best-Action Suggestions

After each customer interaction, AI suggests the ideal next step: send estimate, schedule follow-up, offer loyalty reward, or escalate to branch manager.

Capabilities

Everything your sales team needs.

CRM built for the realities of running a service business — not adapted from a generic B2B sales tool.

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Customer 360 View

Complete history: vehicles owned, all past services, invoices, loyalty points, open complaints, and communication logs — in one screen.

Communication Hub

Make calls, send WhatsApp messages, and draft emails directly from the customer record. Every interaction logged automatically.

Vehicle & Service History

Every job card, part replaced, technician note, and invoice tied to the customer profile. Instant context for any advisor.

Bulk Actions

Filter by segment, select all, and trigger campaigns, follow-ups, or status changes across hundreds of leads at once.

Custom Fields & Tags

Tag leads by vehicle type, fleet size, referral source, or any custom dimension. Build segments that match how you sell.

Activity Timeline

Chronological log of every call, message, note, stage change, and system event. Never lose context when advisors change.

Use Cases

Built for service businesses.

Auto Workshop

Convert walk-ins to regulars

Capture every walk-in inquiry, follow up on estimates that weren't accepted, and automatically re-engage customers after 90 days of inactivity.

Car Dealership

Manage multi-stage sales cycles

Track test drive requests, finance applications, and accessory upsells in separate pipeline stages. Get full visibility from inquiry to delivery.

Fleet Operator

Handle high-volume B2B accounts

Manage 50-vehicle fleet contracts with SLA tracking, dedicated advisor assignment, and consolidated reporting for the fleet manager.

FAQ

Frequently asked questions

How does AI lead scoring work in Autroid CRM?

Autroid scores every incoming lead from 0 to 100 based on multiple signals: vehicle age and model (older premium vehicles score higher), days since last service (90+ days increases urgency score), inquiry keyword intent ('engine problem' > 'general check'), historical conversion rate for similar leads, and past spend. The score updates in real time as more information is collected. Advisors see the score on the lead card and can filter their queue by score range.

Can I customize the pipeline stages for my workflow?

Yes. You can rename, reorder, add, and remove pipeline stages to match your exact sales process. Common setups include: Inquiry → Estimate Sent → Approval Pending → Appointment Booked → Completed. Each stage can have its own automation rules — e.g., auto-send a WhatsApp quote when a lead enters the 'Estimate Sent' stage.

Does Autroid CRM work across multiple branches?

Yes. Each branch has its own pipeline view with local leads and customers. Branch managers see their branch data. Owners and regional managers get consolidated cross-branch reporting. Leads from a customer known at Branch A are visible to Branch B if that customer visits. Customer data is shared across branches; pipeline and team data is scoped by role.

How does Autroid CRM integrate with Operations and Finance?

Autroid CRM is part of the same platform as Operations and Finance. When a lead converts to an appointment, it automatically creates a Booking in Operations. When the service is completed and invoiced, the invoice and payment appear in the customer's CRM profile. There is no sync, no API, no delay — it is one database. The Customer 360 view shows live job card status, invoice history, and payment records alongside CRM data.

Stop losing leads to slow follow-ups.

Book a demo and see how Autroid CRM gives your team complete pipeline visibility and AI-assisted lead conversion.