Customer context, not scattered notes.
Maintain customer records, enquiry sources, vehicle preferences and sales ownership. Transfer enquiries when responsibility changes.
CUSTOMERS & CRMBUILT FOR THE DEALERSHIP FLOOR
Your dealership.
In the driver's seat.
From the first enquiry to the final handover. Bring your sales, stock and operations together in one connected workspace.
Browser-based workspace Role-specific workflows
THE BIG PICTURE, WITHOUT THE GUESSWORK
One journey. Connected teams.Enquiry → Booking → Delivery
Actual application screen. Fictional data for illustration.
ONE WORKSPACE.
THE WHOLE SALES JOURNEY.
THE WHOLE SALES JOURNEY.
Sales & CRM
Stock & allocation
Finance & insurance
Delivery & reporting
LESS BACK-AND-FORTH. MORE FORWARD.
A great customer journey
starts behind the scenes.
Customer details shouldn't get lost between desks. Keep the enquiry, vehicle and next action connected as the sale moves forward.
- 01
Start the conversation
Record customers, capture enquiry sources and assign the right sales officer.
- 02
Keep it moving
Log follow-ups, plan the next contact and arrange a showroom or home test drive.
- 03
Make the booking
Prepare quotations, record booking payments and manage offers and approvals.
- 04
Get delivery-ready
Allocate stock and coordinate the finance, insurance and delivery schedule.
- 05
Hand over. Look ahead.
Track deliveries, keep handover records and review showroom performance.
NOT JUST A FEATURE LIST. THE ACTUAL PRODUCT.
See your dealership
from a better angle.
Take a closer look at the screens your team works with.
Real application. Fictional records. Practical, everyday workflows.
01 / MANAGEMENT OVERVIEW
The big picture. All in view.
Compare showroom activity without piecing together separate updates. See enquiries, test drives, bookings and deliveries alongside sales and stock charts.
- Showroom-wise comparisons
- Monthly activity totals
- Sales & stock visibility
02 / CUSTOMER & ENQUIRY MANAGEMENT
Every enquiry has a next step.
Keep the customer's preferred vehicle, source, status and next follow-up together. Filter by customer, model, salesperson or date to find the conversation that needs attention.
- Customer & source tracking
- Vehicle preferences & status
- Salesperson & date filters
03 / FOLLOW-UPS & SALES OWNERSHIP
Pick up where you left off.
A useful follow-up starts with context. See the last discussion, the next contact date and the responsible sales officer, with history available against the enquiry.
- Discussion notes & history
- Next follow-up dates
- Pending follow-up views
04 / TEST-DRIVE COORDINATION
Put the experience in motion.
Connect appointments to the enquiry and demo vehicle. Coordinate showroom and home test drives, track timings and kilometre readings, and keep approvals and feedback within reach.
- Showroom & home appointments
- Demo-car coordination
- Gate passes & feedback records
05 / VEHICLE STOCK & ALLOCATION
Know the vehicle. Know its status.
Look beyond a model-level stock count. View individual vehicles by variant, colour, VIN, location and allocation, with stock ageing visible to the relevant management roles.
- VIN-level vehicle records
- Location & allocation visibility
- Stock-age views & CSV exports
06 / BOOKING TO HANDOVER
Keep the promise connected.
Move from a confirmed booking towards delivery with quotation, cost-sheet and scheduling actions against the same customer. Track stock allocation and coordinate the teams involved.
- Quotations & cost sheets
- Stock allocation status
- Delivery schedules & commitments
Actual application screens with fictional data. Identifying details are blurred in the images, including full-resolution previews. Available screens and actions depend on the user's role.
THE DETAILS MAKE THE DIFFERENCE.
Built around the work
between the milestones.
The conversations, approvals and paperwork matter just as much as the booking. Give them a place in the process.
A clearer commercial conversation.
Prepare quotations and cost sheets with vehicle prices, add-ons and monthly offers. Record booking amounts, payment modes and transactions.
QUOTATIONS & PAYMENTSFinance and insurance, in the loop.
Track loan proposals, lenders, documents and final finance details. Maintain insurance proposals, policy information and renewal records.
FINANCE & INSURANCEThe right checks, at the right stage.
Support role-based reviews for extra discounts, cost sheets, self-arranged finance or insurance, and lost-enquiry requests.
REVIEWS & APPROVALSA handover with the details attached.
Coordinate delivery schedules, billing records, customer dockets and printable documents. Keep delivery status and delivery photographs on record.
DELIVERY & DOCUMENTATIONLook beyond the month's total.
Review targets, sales performance, enquiry sources, test drives and deliveries. Use corporate, exchange and discount-analysis reports for a closer view.
TARGETS & REPORTINGDIFFERENT ROLES. ONE CONNECTED OPERATION.
Everyone has a role.
Nothing needs to
live in a silo.
Reception, sales, management and delivery support work from connected records, with screens and actions shaped around their responsibilities.
One showroom or a wider group.
Showroom assignments, company-level views and assigned-team visibility support the way your organisation is structured.
THE RIGHT CONTEXT, FOR THE RIGHT TEAM
01
Reception & customer relations
Customer details, enquiries and test-drive coordination.
02
Sales officers & team leaders
Follow-ups, booking progress and assigned-team activity.
03
Managers & administrators
Approvals, monthly targets and showroom performance.
04
Stock, billing, finance & insurance
Allocation, payments, documents and delivery preparation.
Access and visibility follow configured roles and assignments.
A LITTLE MORE CLARITY.
Good questions.
Straight answers.
Want to see how your dealership's process fits?
Talk to our teamWhat part of dealership operations does it cover?
The current system covers the sales and operations journey: customer enquiries, follow-ups, test drives, quotations, bookings, stock allocation, finance and insurance coordination, billing records, delivery and management reporting.
Can we manage more than one showroom?
Yes. The application includes company and showroom records, showroom-based visibility, managers assigned to multiple showrooms, and comparative dashboard views. The information a user can see depends on their role and assignments.
Do different teams get different access?
Yes. There are dedicated roles for reception, customer relations, sales officers, team leaders, managers, administrators, stock receiving, billing, auto loans and insurance, among others. Screens, actions and record visibility vary by role.
Does it include finance and insurance workflows?
Yes. Teams can record loan proposals and final finance details, track supporting documents and approvals, and maintain insurance proposals, policy details and renewals. Finance and insurance teams work with the same booking context, subject to their assigned access.
Are these screenshots from the actual software?
Yes. They show the current application running locally, populated with fictional customers, staff, vehicles and figures. No real customer data is used. Names, contact details and identifying record or vehicle numbers are blurred in the image files, including enlarged previews. Select any screenshot to view it at a larger size.
How do we explore it for our dealership?
Contact Momentum Software to arrange a conversation about your showroom setup, team roles and sales process. We can walk through the relevant workflows and discuss fit, scope and deployment with you.
YOUR NEXT CHAPTER STARTS WITH A CONVERSATION.
Give your dealership
a little more momentum.
Let's walk through your sales, stock and delivery workflow
and see what a connected operation could look like.