The challenge
An authorised car dealership with several showrooms worked out every quotation by hand: ex-showroom price, insurance, accessories, state road tax by vehicle slab and TCS.
Discounts were agreed informally, follow-ups depended on individual sales staff, and booking payments were entered separately in the accounts. Management had no single view of enquiries, bookings and deliveries across showrooms.
What we built
- Quotations apply the road tax slabs for Maharashtra from a configurable master, and TCS at 1% on vehicles above ₹10 lakh, so every quote is priced the same way.
- Four types of discount are capped at a combined 5% and routed to the sales manager for approval before a quote can go out.
- Booking amounts are calculated automatically, and booking payments are routed to the accounts as they come in.
- Missed follow-ups escalate automatically through a defined chain.
- Management sees one view of the funnel, from enquiry to quotation, booking and delivery, by showroom and salesperson.
The result
Tools and platforms
Client details are withheld at the client's request.