Leads & CRM
Every enquiry, every channel, one pipeline
Capture leads from WhatsApp, walk-ins and the marketplace, then move them through a visual pipeline until they're won — with follow-ups and test drives that never slip.
The old way
- Enquiries scatter across WhatsApp, Instagram DMs, Mudah chat and sticky notes.
- No follow-up system — hot buyers go cold because nobody circled back.
- You can't tell which source or which salesman actually closes.
- Test drives and deposits live in someone's head, not a system.
With ShiftOS
- One inbox: WhatsApp, walk-in, referral and marketplace enquiries auto-captured as leads.
- A drag-and-drop pipeline from new → contacted → test drive → negotiation → won.
- Every lead tagged by source and salesman, so conversion is finally measurable.
- Test-drive bookings, deposits and loan status tracked right on the lead.
What it does
Visual pipeline board
Drag a lead between stages; win it and the deal fans out to sold car, customer and handover automatically.
Auto lead capture
WhatsApp and marketplace enquiries land as leads with buyer name, phone and the exact car they asked about.
Test drives & appointments
Book a test drive against a car and a rep; every appointment stays in one calendar view.
Deposit & loan tracking
Deposit taken, bank, loan amount and approval status carried on the lead — no separate notebook.
Source & rep attribution
Walk-in, WhatsApp, referral or marketplace — see which channel and which salesman actually convert.
Won = done, automatically
Closing a lead marks the car sold, creates the customer record and seeds the handover checklist in one move.
How a lead moves
One pipeline from first message to closed deal.
- New — Enquiry captured from WhatsApp, walk-in or the marketplace.
- Contacted — First reply logged; the follow-up clock starts.
- Test drive — Booked against the car and the assigned salesman.
- Negotiation — Price, trade-in and financing worked through.
- Deposit — Deposit taken and recorded on the lead.
- Won — Car flips to sold, customer created, handover seeded.