CRM
Leads, opportunities and history on the vehicle they are about.
Commerce & retail
From first message to the second car, on one thread.
Most lost deals are not lost on price. They are lost in the gap between a portal inbox, a spreadsheet of test drives and a finance portal nobody in the showroom can see.
Commerce & retail
One customer · five monthsSample data · Commerce & retailSample data
- Mar 12
- Enquiry from a portal · answered in 4 min
- Mar 15
- Test drive · trade-in appraised on arrival
- Mar 18
- Offer with finance · signed remotely
- Mar 22
- Insurance attached · handover confirmed
- Aug 04
- Finance ends in 4 months · changeover offer prepared
Same record throughout. The August conversation opens with the March trade-in already valued.
One customer's record across five months, as this category's modules write to it: a portal enquiry answered the same morning, a test drive with the trade-in appraised on arrival, an offer signed remotely, insurance attached at handover, and a changeover offer prepared while the finance still has four months to run. Sample data, not a customer's record.
- Best fit
- Sales advisors · Sales managers · Principals or CFOs
- Operational job
- Carry every customer from the first enquiry through offer, signature, handover and retention on one shared customer and vehicle record.
- What you get
- An offer, signed deal and handover history linked to the customer and vehicle.
The workflow
One customer thread from first enquiry to repeat business
Five handovers where deals usually leak. Select one to see what enters, what Omnetic does, and what the customer receives.
Every channel lands on the car it is about
Portal, form, chat, call and walk-in are deduplicated against the customer, given an owner and a due time. The advisor opens one thread, not four inboxes.
CRMBRAIN™
- In
- Portal message 09:14, returning customer, trade-in mentioned
- Omnetic
- Matches the customer, scores intent, drafts a reply with two viewing slots
- Out
- Approved and sent in 4 minutes, appointment on the record
The offer already knows the cost and the condition
Purchase price, preparation, market position, trade-in valuation and finance options are on one screen, so a discount conversation is about margin, not guesswork.
New Car SalesUsed Car Sales
- In
- Chosen vehicle, trade-in Fabia 2019, 48-month finance requested
- Omnetic
- Values the trade-in, applies preparation cost, calculates the monthly and the gross margin
- Out
- One offer document, margin visible to the manager before it is sent
Signed where the customer is
Remote signature keeps the contract, the finance agreement and the invoice on the same record, the part that usually falls offline stays inside the system.
Digital DealCRM
- In
- Accepted offer, identity check, finance approval
- Omnetic
- Issues the contract, collects the signature, posts the invoice and the stock movement together
- Out
- Signed 16:42 · workshop sees the preparation the same minute
Attached products, not afterthoughts
Insurance is quoted inside the deal and attached to the vehicle and the customer, so the renewal date is a future conversation rather than a lost one.
Vehicle InsuranceRental
Cover is partner-dependent per market.
- In
- Signed deal, driver details, delivery date
- Omnetic
- Quotes cover from the partner, attaches the policy, books a courtesy car if the handover slips
- Out
- Policy on the record, renewal dated
The next car starts on the last one
Service history, mileage, equity and finance end date sit on the same customer, a changeover call opens with facts instead of a list of names.
CRMBRAIN™
- In
- Finance ends in 4 months, mileage below plan, first service done
- Omnetic
- Values the car at today's market, calculates equity, drafts a changeover offer
- Out
- A concrete offer with the trade-in already priced
Six modules
What is in this category
Each is useful alone. Most dealers start with CRM or Used Car Sales and add the rest as the funnel tightens.
By role
Three people, three different wins
The same modules read very differently depending on whose Monday they change.
Sales advisor
Opens one thread and finds the price, the condition, the trade-in and the finance already there. Spends the morning selling rather than assembling context.
Sales manager
Sees margin before a discount is promised, not after. Approvals happen on the record with the reasoning attached.
Principal or CFO
Gets a funnel that reconciles with the ledger, because both are built from the same events rather than two reports.
Platform connections
What this category leans on
These are not a fourth category to buy. They are the foundation each module on this page already runs on.
Commerce & retail
- DMS CoreThe customer and vehicle objects the whole funnel writes to.
- BRAIN™Drafts replies, scores intent and prepares the changeover argument.
- Open PlatformPortals, telephony and finance partners feeding the same thread.
- Security & TrustWho may discount, who may see margin, and what was approved when.
Bring one week of enquiries
We will walk them through the funnel as it would run on Omnetic, including the ones that would have been missed.
Book a sales demoThe week
One ordinary week of enquiries, including the ones nobody answered.
The channels
Where they arrive from today, and who is supposed to reply.
The handovers
What a reply has to know, and which system holds it now.