Test-drive bookings
Link bookings to deals and manage to close by stage.
Key features
Closing pipeline
Move deals from lead to close on a board.
Vehicle fields
Record model, purchase date, and insurer as custom fields.
Post-delivery follow-up
Alert service, insurance maturity, and replacement as tasks.
Test-drive booking link
Customers schedule test-drives and consultations themselves through a public link.
Quote & contract e-signature
Track quote opens and acceptances, then close PDF contracts with e-signatures.
How it works
- 1
Step 1 · Turn test-drive customers into deals
Gather showroom visits, online inquiries, and test-drive requests via lead forms and import, and turn them into deals. Promote high-interest customers onto the kanban board and manage to quote and close by stage, so who's where is visible at a glance.
- 2
Step 2 · Record vehicle info
Record model, purchase date, insurer, and finance terms as custom fields. As this builds up, the system computes post-delivery service timing, insurance maturity, and replacement cycles to surface timely follow-up.
- 3
Step 3 · Handle post-delivery without misses
Set follow-up tasks for service, insurance maturity, and replacement and they rise into today's tasks on the day. The relationship stays on record across years, so you become the dealer who calls first at replacement and wins re-purchases and referrals.
In auto sales, delivery isn't the end
It's easy to think it's over once the car is handed over, but the real revenue comes after. Service reminders, insurance maturity calls, replacement timing — the dealer who handles this follow-up wins re-purchases and referrals. The problem: that timing differs per customer and can't be tracked in your head.
Cards and notes lose customers
When test-drive visitors, consult-only customers, and signed buyers are scattered across cards and phone notes, you can't see who's where. After sending a quote contact goes quiet, and long after delivery you suddenly recall 'their insurance was due.'
How to run auto sales with BOTN
Turn test-drive and consult bookings into deals and manage them by stage to close, while the system handles post-delivery timing. Track each customer's vehicle info with custom fields so you never miss a replacement cycle or insurance maturity.
- Link test-drive/consult bookings to deals, manage to close
- Record model, purchase date, insurer as custom fields
- Set follow-up tasks for service, insurance, and replacement to surface on time
- Send quotes and auto-track views and acceptance
The real selling is after delivery
Record purchase date and vehicle info and set follow-up tasks for service, insurance maturity, and replacement, and they surface in today's tasks on the day. The relationship stays on record across years, so you become the dealer who calls first at replacement time.
Capture every new customer too
Showroom visits, online inquiries, and test-drive requests gather in one place via lead forms and import. Promote high-interest customers into deals for quotes and follow-up, and revive cooled consults by re-contacting non-responders with email sequences.
From test-drive booking to e-signed contracts
Customers book test-drives and consultations themselves through a public scheduling link, and you track when quotes sent from a deal are opened and accepted. Close contracts with attached PDFs and e-signatures, and capture on-site consultations with voice notes that are recorded and transcribed.
- Take test-drive and consultation bookings via a public link so customers pick their own slot.
- Build and send quotes from a deal, then track opens and acceptances.
- Attach a PDF to the contract and close it with an e-signature, with a signature hash to prevent tampering.
- Record and transcribe on-site consultations as voice notes for your records.
How people use it
New and used car dealers turn test-drive customers into deals and manage quotes and contracts in one flow. After delivery, they auto-handle service, insurance, and replacement notices by vehicle info, drawing re-purchases and referrals from customers they already sold to.
Who uses it
Turn test-drive customers into deals and manage quotes and contracts in one flow. After delivery, auto-handle service and insurance maturity notices by vehicle info, and reach out first at the 3-5 year replacement point so they buy their next car from the same dealer.
Gather inquiries from many channels in one place, split by interest, and contact clients matching a listing first. After a contract, build trust with warranty and inspection notices, and turn satisfied customers' referrals into new deals to speed inventory turnover.
What you get
- Manage from test-drive to close in one flow.
- Set tasks for service, insurance, and replacement to alert on time.
- Draw re-purchases and referrals with post-delivery follow-up.
- Re-connect non-responders with sequences.
FAQ
How do I track replacement and insurance timing for delivered customers?
Record purchase date and vehicle info as custom fields and set follow-up tasks for service, insurance maturity, and replacement, and they surface in today's tasks on the day. No need to keep each customer's timing in your head — just follow the list.
Are test-drive and consult bookings managed too?
Yes. Link them to deals and manage to close by stage, viewing the booking schedule and follow-ups together in today's tasks. Visit-only customers can be re-contacted with non-responder sequences.
Can multiple dealers use it together?
Yes. Share the same customers and deals as a team and standardize stages. Activity history keeps customer context intact when owners change.
Can I move my existing customer list over?
Yes. Import customers at once from Excel, phone contacts, or cards, with duplicates cleaned up. Fill in vehicle info as custom fields after moving and it connects straight to post-delivery follow-up.
Won't customers mix when several reps use it?
Assign owners so each manages their own customers and deals, while managers see the whole pipeline and expected revenue. Activity history keeps customer context intact when owners change.
Turn one-time buyers into lifelong customers
Start free and organize test-drive customers first.
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