Dashboard
Start with total accounts, untouched accounts, due follow-ups, A-tier targets, email coverage, and route health.
Walk through a dealership CRM workflow with fake data only.
The public demo shows how a dealership team can move from static reports to daily account action. It is sample-data-only and does not connect to a real dealership database.
A 10-minute path for Parts Managers, Fixed Ops Directors, GMs, and Dealer Principals.
Filter work
Narrow the list by owner, route, priority, source, account type, email availability, or account status.
Take action
Call, email, open maps, visit websites, mark called, log voicemail, and add quick notes.
Add accounts
Create a sample prospect and see duplicate warnings before saving demo-only records.
Route focus
Show outside sales and delivery-route opportunities without using any private route names.
DMS import story
Explain how dealership-approved exports become cleaned working lists.
Show role restrictions during the demo.
Switch between Admin, Manager, Sales, and Viewer to make permissions obvious without logging into a real dealership account.
Admin
Full system control across users, roles, settings, imports, dropdowns, exports, account data, notes, and reports.
Manage usersManage rolesImport dataChange settings
Manager
Manages workflow, assignments, team activity, reports, follow-ups, and approved workflow settings.
Assign ownersView reportsBulk updateEdit accounts
Sales
Works assigned accounts, adds notes, updates statuses, creates accounts when allowed, and sets follow-ups.
My AccountsQuick notesFollow-upsStatus updates
Viewer
Read-only visibility for leadership, support users, or anyone who should see reports without changing records.
View accountsView reportsRead-only
Use this demo to show the gap between DMS history and daily follow-up.
Start with untouched accounts, filter to A-tier collision or fleet targets, assign an owner, add a note, set a follow-up, then show manager visibility.
Open the CRM Demo