The CRM that Drives Sales on Your Lot
Manage business and customers relationships, move your new inventory, and analyze buyer history with a fully automated CRM for Automotive & Dealerships.
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Manage your entire sales process, track customer communication, connect to other workflows, and unlock dozens of features exclusive to monday CRM.
Email Organization
Mass Emailing
Enhance mass emailing using templates tailored for accounts, ensuring optimized outreach and improved engagement.
Workflow Customization
Conditional Statuses
Enforce required fields when changing a status. Require certain conditions to be met in order to move forward.
*Only available for Enterprise level accounts
Dashboard & Item Widgets
More Widgets
Unlock exclusive widgets to improve the way visualize your data: Funnels, Goals, Leaderboards, and more!
Email Tracking
Email & Activities
Implement two-way email monitoring with Emails & Activities widget and integrated tools for enhanced insight.
Mobile Experience
View on the go
Easily manage your sales pipeline on the go with a seamless mobile app experience.
Sign Up
Ground up Solutions
Start changing statuses to WON on the worlds most powerful Work OS!
Workspace Features
Sales Pipeline
Manage every corner of your dealership with a fully customizable sales pipeline that turns new prospective buyers into loyal customers.
- Top-down pipeline overview
- Automated reminders and tailored outreach
- Process solo and multi-vehicle deals
Business Accounts
Provider a deeper level of service to your business accounts and increase fleet sales with a process tailored for multi-vehicle deals.
- Facilitate multi-vehicle sales
- Manage fleet service contracts
- Increase customer satisfaction
Customer Database
Use CarbonCRM to enrich your customer relationships, curate personalized messaging, and track VIP customer journeys.
- Segment customers & personalization
- Native data enrichment capabilities
- Customizable service notifications
Metrics, KPI’s & More
Track your sales pipeline with fully customizable dashboards, measure your essential KPIs, create reports, and analyze dealership performance.
- High-level pipeline overview
- Highly customizable KPIs
- CLTV, Upsell/Cross-sells, churn rates
Dealership Forms
Create forms across your dealership for kicking off processes, detailing requests, lead forms, and anything else you can think of!
- Custom-tailored for your dealership
- Customizable & embeddable forms
- Streamline information intake
Vehicles & Inventory
Pricing Catalog
Track and manage inventory pricing with ease in this fully customize inventory pricing catalog. Whether it be for cars, trucks, boats, RVs, power-sports, heavy machinery and more, you can tailor it to fit your exact needs.
Plus, with additional customizations you can build out processes to track and monitor the lifetime of every engine, motor, or powertrain that comes through your lot.
Add-on Services
Take your CRM to the next level with add-on packaged services to accelerate your monday.com start. Here’s what we recommend:
Migrate to monday.com
For transferring data to monday.com
Transfer data from HubSpot, Salesforce and any .csv to monday.com with one of our data migration packages.
PandaDoc App Setup
For crafting quotes and proposals
Integrate PandaDoc with your CRM for all things proposals, quotes, and contract management.
PhoneBurner App Setup
For 1-1 power dialing your databases
Set up and start power dialing an infinitely scalable number of contacts from your CRM databases.
Pre-built Solutions
Accelerate your workflow with CarbonSuites – the ultimate end-to-end solutions designed for maximum productivity on monday.com. Inspired by industry leaders and expertly crafted by our team, these battle-tested solutions are ready to be tailored to your exact needs.
Use this template in your monday CRM Onboarding!
Save time and get more out of your monday CRM onboarding with this industry tailored CRM workspace template.
Get started with the CarbonCRM for Dealerships
Say goodbye to the busy work and hello to automation, effective customer management, and more products sold!
Frequently asked questions
CarbonCRM is a custom-tailored customer relationship management system built on the world’s strongest sandbox for business – monday.com and powered by the monday CRM.
The CRM for Auto Dealerships can be acquired at no additional cost by upgrading or purchasing enterprise monday CRM, or through a monday product onboarding which includes training and tailoring. If you’re interested in purchasing the template directly, we recommend booking a demo with us first!
Yes. The costs associated with add-ons include the cost of the app inside monday.com and any off platform subscription. If CarbonWeb is integrating the add-on for you, that does come with additional costs.
Need More Assistance?
Our service teams are fully equipted to help, no matter the task. Get in contact with your account manager today.