My customers

Someone interested in a car? Record them in seconds, and schedule a follow-up date so you don't forget them.

A lead is someone who's interested. A client is someone with a recorded sale. These are two different objects in Showroom213, even if you call them both a customer in real life.

Create a client record directly, without going through a lead — for a client who buys right away.

Turn a lead into a client manually, by linking them to an existing client or creating a new record.

The five possible statuses for a lead, from first contact through conversion or loss.

Associate one or more cars with a lead to track what they're actually looking for.

Generate a PDF invoice for a specific payment, or a global invoice for everything a client has paid.

These two figures on the client record aren't entered by hand — they're recalculated automatically from all of that client's orders and payments.

Follow-up is what turns a lead into a client — a few habits that make your tracking reliable.

The order of interesting cars reflects what the lead actually prefers — not the order they were added.

Send a reminder to a client whose balance isn't settled yet, in one click.