Dealer CRM
Know every dealer. Control every pound.
A complete commercial workspace for products, pricing, forecasts, fund health, and dealer risk.
A two-minute tour of the Dealer CRM
Profiles, forecasting, health scoring, and intervention workflows shown in a realistic operating flow.
Dealer profiles
Every account, fully profiled.
Business details, contacts, products, controls, documents, notes, and live operational history in one workspace.
- Hierarchical dealer structures
- Configurable controls and fund caps
- Document and contract management
- Cross-platform activity feed
Financial forecasting
See the future of every account.
Model contributions, claims behaviour, and projected balances with versioned forecasts and formal sign-off workflows.
- Month-by-month modelling
- Approval workflow versioning
- Variance tracking
- Early warning signals
Health and risk
Spot drift before it costs you.
Health scoring turns account behaviour into action, with intervention tasks and accountability tied back to live commercial data.
- Automatic account scoring
- Intervention ownership
- Network-wide comparison
- Escalation on threshold breach
What’s inside
The CRM, in modules.
Dealer and contact management
Structured as part of the wider WarrantyOS operating workflow rather than a disconnected feature.
Product and pricing catalogue
Structured as part of the wider WarrantyOS operating workflow rather than a disconnected feature.
Financial forecasting
Structured as part of the wider WarrantyOS operating workflow rather than a disconnected feature.
Controls and limits
Structured as part of the wider WarrantyOS operating workflow rather than a disconnected feature.
Health scoring and alerts
Structured as part of the wider WarrantyOS operating workflow rather than a disconnected feature.
Tasks and intervention workflows
Structured as part of the wider WarrantyOS operating workflow rather than a disconnected feature.
Reporting and exports
Structured as part of the wider WarrantyOS operating workflow rather than a disconnected feature.
Real-time sync
Structured as part of the wider WarrantyOS operating workflow rather than a disconnected feature.
Ready when you are
See it on your data.
Book a walkthrough and we’ll configure the platform around your products, pricing, and workflow.