The lot cannot find the buyer
A customer is on the line. If the file is a folder in the office, the conversation waits.
Customers
Keep Buyers, Co-Buyers and Account History on One Record
The person who bought the car, the co-buyer on the contract and the account collections will call should be the same file. NetDealer keeps that file where sales and the office can both find it.
Look up a customer, see related vehicles and deals, and keep notes on the record — not in a side list.
app.netdealerdms.com/customers
Demo customer records. Names, phones and on-screen totals are fictional — not live store volume.
When the customer is a pile of paper
If sales and collections keep different buyer files, nobody has the history.
Independent lots waste calls and lose context when the deal worksheet, a phone contact and the BHPH account are three versions of the same person.
Co-buyers vanish after the deal
The contract had two names. Collections later has one, and the notes are in someone’s texts.
Account history is somewhere else
BHPH stores need the customer and the account together. A CRM card without the balance is not the dealership file.
Customer files in NetDealer
One record for the people on the deal and the account.
This is dealership customer management — not email marketing, and not a consumer profile site.
Buyer and co-buyer on the same file
Keep the people on the contract connected so the next person opening the record is not starting over.
Vehicles, deals and notes together
What they bought, what they signed and what the store already discussed should sit on the customer record.
Account history for BHPH customers
When you finance the buyer, the customer file and the account collections uses should be the same story.
Lookup from web or mobile
Find the customer from the office browser or from the phone when you are on the lot.
Connected records
Customers sit between the deal and the account.
Office and lot
Find the customer without walking back to a cabinet.
The web app is the full customer file. The mobile app is for looking up the person in front of you.
Next step
See the customer file sales and collections both open.
A demo can walk buyer records, related deals and BHPH accounts. Get Started begins a subscription when the store is ready.
Prefer to talk now? Call (682) 206-3656.
Why dealers keep customers in the DMS
Because the next conversation needs yesterday’s notes.
A customer record that is only a name on a deal will not help collections, payoffs or a return visit.
One file for the store
Sales and the office should not keep private copies of the same buyer.
History travels with BHPH
If you finance the customer, the account needs the same people the deal used.
Reachable on the phone
Lot questions happen next to the car, not next to the filing cabinet.
Related
Keep reading
Closely related NetDealer pages — not a dump of every URL on the site.
Questions about Customers
It is the part of a DMS that keeps buyer, co-buyer, vehicle, deal and account history on one record so the lot and the office are not hunting folders.
Keep the buyer on one record the whole store can find.
Notes, vehicles, deals and account history should not live in three places.
Questions? (682) 206-3656 · contactus@netdealerdms.com