
CRM for automotive industry: fleet and commercial deals
Track fleet and commercial buyers from the first inquiry to delivery, and know when each account is due to buy again.
From $29 a month for 3 seats.
| Name | Company | Title | Deal stage | Last activity | Owner | |||||
|---|---|---|---|---|---|---|---|---|---|---|
Joe Bellmont | Bellmont Plumbing | Owner | joe.bellmont@bellmontplumbing.com | Fleet needs review | Today | Sara Collins | ||||
Priya Shah | Bellmont Plumbing | Operations manager | priya.shah@bellmontplumbing.com | Fleet needs review | 2 days ago | Sara Collins | ||||
Lila Ferris | Crestview Property Services | Managing partner | lila.ferris@crestviewpropertyservices.com | Order placed | Yesterday | Tom Becker | ||||
Marcus Webb | Crestview Property Services | Finance lead | marcus.webb@crestviewpropertyservices.com | Order placed | 3 days ago | Tom Becker | ||||
Omar Haddad | Harbor City Rentals | Director | omar.haddad@harborcityrentals.com | Quote | 2 days ago | Mia Chen | ||||
Elena Rossi | Harbor City Rentals | Office manager | elena.rossi@harborcityrentals.com | Quote | Last week | Mia Chen | ||||
Wes Tanaka | Ridgeline Landscaping | Head of operations | wes.tanaka@ridgelinelandscaping.com | Inquiry | 3 days ago | Sara Collins | ||||
Tom Alvarez | Ridgeline Landscaping | Partner | tom.alvarez@ridgelinelandscaping.com | Inquiry | Today | Sara Collins | ||||
Carla Mbeki | Summit Home Health | Owner | carla.mbeki@summithomehealth.com | Delivered | Last week | Tom Becker | ||||
Grace Liu | Summit Home Health | Procurement | grace.liu@summithomehealth.com | Delivered | Yesterday | Tom Becker | ||||
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Your contacts, with their company, deal stage and last activity. Example data.
Track fleet and commercial buyers from the first inquiry to delivery, and know when each account is due to buy again. Built around how car dealers actually sell, so you start from your own stages instead of a blank page.
Your pipeline, in your stages
Deals move through the stages car dealers actually use. Drag a deal, and its forecast and reports follow.
Example data.
The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.
01Find
People from one sentence
Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.




| Name | Title | Company | Location | Fit | Status | |||||
|---|---|---|---|---|---|---|---|---|---|---|
Camille Roux | Head of Sales | Northgate Logistics | camille.roux@northgate.io | Lyon, France | High | New | ||||
Jake Morrison | VP Sales | Ironbridge Freight | j.morrison@ironbridge.com | Chicago, USA | High | New | ||||
Sofia Marino | Sales Director | Portline | sofia@portline.eu | Milan, Italy | High | New | ||||
Jonas Weber | Head of Business Development | Kargo Systems | jonas.weber@kargo.de | Hamburg, Germany | High | In CRM | ||||
| Count 4 |
Every feature, and which plan has it
Pro includes everything in Starter.
- Companies and peopleStarterEvery email, meeting, note and file on the record.
- Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
- Tasks and remindersStarterA next step on every record and one list for the day.
- Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
- Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
- Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
- Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
- ImportStarterBring contacts and companies in from Excel or CSV.
- LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
- Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
- EnrichmentProFill in the company, website and LinkedIn page for the people you add.
- SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
- Replies inboxProReplies sorted by intent, so the ones that matter come first.
- AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
- AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
- Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.
And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use
Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links
Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting
Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record
Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business
Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions
Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

| Who | What | When | ||||
|---|---|---|---|---|---|---|
Admin | Changed the Sales rep role | now | ||||
Sara Collins | Exported 120 people | 7m | ||||
Automation | Saved a Gmail draft | 14m | ||||
Tom Becker | Added 5 people to a sequence | 21m | ||||
Sara Collins | Moved Northgate to Proposal | 28m | ||||
Sara Collins | Created a tracker | 35m | ||||
Tom Becker | Merged two companies | 42m | ||||
| Count 7 |
An audit log of everything
Every action by every person and automation, searchable and exportable.
What Rodok does for car dealers
A clear line between what is in the product and what is not, so you can decide in a minute.
Covered
- Fleet and commercial accounts in one pipeline
- Repurchase and lease-end dates as dated tasks
- Email and calendar next to the record
- Quote and order reports
Not what Rodok is for
- Vehicle inventory
- Finance and insurance
- Service scheduling and parts
Pricing
Seats are included, and credits cover signals, lead lists and AI.
3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.
Start with Starter3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.
Start with ProA CRM for automotive industry use can mean two different things. Dealership management systems run the store: inventory, deal structuring, finance, service and parts. Rodok does none of that. What it does is track the sales pipeline for the buyers that deserve a relationship, which for most dealers means fleet and commercial accounts, businesses that buy several vehicles and buy again. This page is for a CRM for car dealers and dealerships that sell to companies as well as to people who walk in.
Where a general CRM fits at a dealership
Most dealership sales are consumer sales, and they run through the dealer's own management system and its lead tools. Those systems know the stock, the trade-in and the financing options. Rodok is not a replacement, and it does not connect to them, so a consumer walk-in is best kept where it already lives.
The part that does fit is business selling. A contractor adds three trucks, a rental company renews its fleet, a property services firm buys vans. The buyer is a business owner, a fleet manager or an operations lead, and the cycle is a series of conversations over weeks. It benefits from a record of the people, the vehicles they run and the date they might replace them.
A pipeline for fleet and commercial deals:
| Stage | What it means | Next step to log |
|---|---|---|
| Inquiry | A company asked or you reached out | Book a visit or a call |
| Fleet needs review | You know what they run and what they need | Prepare a quote |
| Quote | Pricing and options are with the buyer | Follow up in 2 to 3 days |
| Order placed | They committed | Confirm build or delivery dates |
| Delivered | The vehicles are with the customer | Set a check-in and the next replacement date |
The last stage matters. The best next sale is to a fleet customer who was happy with the last one. See what a sales pipeline is.
What to look for in a CRM
- Companies with several contacts. The owner, the office manager who orders and the driver who complains are different people at one company.
- A note of what they drive. The make, the count and the age of their vehicles tell you when to call.
- Dated tasks for replacement. "Their vans are four years old in June" is a reason to call in April.
- Email on the record. Quotes go out by email. If the thread attaches to the deal, the next salesperson sees it.
Signals worth watching
Public events that often come before a business adds or replaces vehicles. Each tracker is a sentence you type into Rodok Pro, which reads LinkedIn posts, job changes, hiring and company news.
- A business hires drivers or technicians. Tracker: "companies hiring drivers, delivery drivers or field technicians in (your region)". More people on the road often means more vehicles. See hiring surge.
- A new branch or location. Tracker: "companies announcing a new location or service area in (your region)". See new office or market.
- A new fleet or operations manager. Tracker: "fleet managers, operations managers and COOs who started a new role in the last 90 days at companies with 20 to 500 employees". New managers review how they buy. See new executive.
- A big contract win. Tracker: "companies in (your region) announcing a large new customer or contract". See big customer win.
- A funding round. Tracker: "companies in (your region) announcing a funding round". See funding round.
A first message example
An example, with made-up names:
Subject: Vans for the new Tacoma branch Hi Joe, I saw Bellmont Plumbing is opening a second location in Tacoma. If you are adding service vans, I would like to show you our fleet pricing and a delivery schedule that matches your hiring. A 15-minute call is enough, or I can send options by email.
See the meeting request email template.
Where Rodok fits and where it does not
Rodok Starter ($29 a month for 3 seats) is a sales CRM: companies, people, deals, tasks, notes, files, Gmail and Outlook on every record, a calendar, booking links, reports and team chat. Pro ($79 a month for 3 seats) adds LinkedIn signals, a lead database, sequences and AI.
To be plain: it does not manage inventory, structure finance deals, schedule service, order parts or handle trade-ins. A dealership management system does that, and the consumer lead flow usually belongs there too. Rodok is for the business accounts and the follow-up behind them.
Frequently asked questions
Can Rodok replace my dealership management system?
No. A dealership system runs inventory, deals, finance and service. Rodok tracks the sales pipeline and follow-up for the accounts you choose to put in it, mainly fleet and commercial buyers.
Is a CRM worth it for a dealership selling mostly to consumers?
Your management system's own CRM tools are probably the right place for consumer leads. A separate CRM pays off when you sell to businesses, where the buyer has several vehicles and a repeat need.
How do I track repurchase timing for a fleet?
Record what the customer drives and the age of each vehicle, then add a task for the month you would start talking about replacement. The note and the task are what turns last year's sale into next year's.
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