Business Solutions For Dealers & Distributors


Close More Deals
Lead Tracking
Never lose a lead again!. Track your leads from start to finish, with continuous monitoring of salesperson performance and identifying blockers in closing a deal. Get a complete view of your team’s deals stages by staying connected to the people and information you need
Mobile
Empower the sales team to manage their day by using a single App to view pending tasks, active leads and prospect information. Provide them tools to communicate and upload the required documents, all available on the go
Outbound Calling
Transform your salesperson a virtual contact centre agent. With ability to make automated outbound calls to follow up prospects and record lead progress, thus eliminating the need for a separate and dedicated outbound calling solution.
Key Account Management
Have a 360- degree view of your customers, including activity history, key contacts, customer communications, and internal account information. Keep track of future needs and existing plans so that you are always ready to predict and meet the customer expectations
Campaigns
Create and track personalized campaigns across multiple channels and track effectiveness across each media

Digital Showroom
Tablet and Kiosk
Showcase your product information on touch- friendly devices and capture leads and customer interests. Let prospect visualize product variation and colour combinations using AR/VR capabilities
Paperless Interaction
Perform all customer interaction on your mobile device, right from order capturing to product delivery. Process documents digitally and provide receipts and invoices over email
AI Vision
Capture prospect activities using video capture devices and generate leads and customer sentiments
Appointment
Use the customer portal to book time slots for prospect visit. Use the capacity planning to ensure you provide unique buying experience

- Tablet and Kiosk
- Paperless interaction
- AI Vision
- Appointment

Close Order Faster
Track Sale Order
Monitor each stage of sale order with fulfilment progress and payment tracking. Validate statutory documentation requirements and validations, either using physical documents or electronically
Finance Approvals
Online Integration with financial institutes to provide real-time status of loan applications and approval progress. Offer multiple finance institutes to customers and let them decide on best suitable option. Receive online approvals and payments from finance institutes to speed up the delivery process
Insurance Integration
Provide customer multiple insurance providers with capability to generate online quotes as per their specific requirements. Generate insurance policies online and maintain easy payment reconciliation
Ecommerce Integration
Seamless integration with ecommerce facilitates a smooth flow of order and payment information, letting you focus more on order processing and less on reconciliation

- Track Sale Order
- Finance Approvals
Online Integration with financial institutes to provide teal-time status of loan applications and approval progress. Offer multiple finance institutes to customers and let them decide on best suitable option. Receive online approvals and payments from finance institutes to speed up the delivery process
- Insurance Integration
- Ecommerce Integration

Used Asset Trade In
Price Smartly
Use the market data and trend and merge it with your sales history to maximise profits
Ecommerce Integration
List your used assets in the integrated ecommerce solution for fixed price or auctions
Service Contracts
Create smart service contracts and provide customers comfort while buying used assets. Use the integrated service solution to track and execute service contracts

Bulk Order
POS Interface
When you are taking order for a 100+ items, the last thing you want is the system slowing you down. Our point of sale interface is optimized for keyboard operation and bulk order capture
Repeat Orders
Use our order helper tools to quickly capture order based on historical data and predictive capabilities

Efficient Delivery
Appointments
Use capacity planning to expose time slots for customers to visit and take delivery or for you to deliver at customer doorstep
Checklist
Follow the system- driven checklist to ensure that you don’t miss a step and are always working efficiently
Delivery Docket
Use a central repository to generate all deliverable documentation and certifications
Statutory Integration
Online integration with statutory authorities ensures all activities are completed before the customer comes in

Customer Satisfaction
Feedback
Facilitate customer feedback using multiple channels like SMS, email, a web form or using a kiosk at the dealership
Non-Intrusive Feedback
Use the recorded video and audio to do a sentiment analytics and rank a salesperson interactions or delivery experience
Delayed Feedback
Use the contact centre facility or a survey to understand the customer experience of the buying journey
- Feedback
- Non-Intrusive Feedback
- Delayed Feedback


Financial Accounting
Accounts Receivable
Manage account receivable with automatic posting from sales and service. Whether you receive payments online, bank transfer or collect at dealership, seamlessly tag it with invoices
Accounts Payable
With bills posted automatically from procurement to accounts payable you will always be on top of your cashflow
Banking
Download transactions from the bank and define custom rules to create transactions automatically. Enable transaction posting with banks of your choice to sync your payments back
Company Financials
Generate overview and detailed financial statements with prebuilt reports and insights. Generate financial statements as per regulatory requirements that can be directly uploaded
Tax
Keep track of your tax payments with detailed tax statements and payment liability created from transactions from sales and service. Integration to tax authorities ensures you spend more time focusing on your business and less on procedural activities

Engage
Incentive & Commission
Set targets and Incentivise you sales team to generate commission for the referrer based on custom rules
Gamification
Develop a healthy competition among your sales team by creating leader board and highlighting individual and team achievements

Retailer/ Franchise Network
Mobile First
Let sales team take order and audit Visual Merchandising using app with offline support
GPS Integration
Track the salesperson location and support a guided delivery with optimized route planning
Sales Force Automation
Share leads, opportunities and cases with partners. Integrate third-party systems to centralise pricing, inventory, order management and more. Define lead distribution to avoid conflicts and optimize sales efforts
Territory Management
Model your sales territories into a logical and flexible structure and map your sales and service team as desired. Territory roles can help assigned users identify colleagues, collaborators, and other key resources to help close deals
Channel Inventory Management
Get a Realtime visibility of Inventory across your partner network. Run custom AI forecasting model along with stock suggestion models to plan stock replenishment at the right time
Talk To Experts
At DealerMatix, we are incredibly responsive to your requests and value your business. Be assured you will not be put on hold endlessly and your email will not disappear into some Inbox abyss. We genuinely love hearing from you and are excited to provide top-notch service!