Independent dealers, repair shops and service centres

The CRM for car dealers and auto repair shops.

GuardenerAI for automotive is a CRM for independent car dealers and repair shops. It tracks sales leads and deals, keeps each customer’s vehicles as a custom object, books service appointments through booking links and sends service reminders by email, SMS or WhatsApp. It is for owner-run dealerships and workshops that grow on repeat customers.

A customer who buys a car or a service from you once should come back for every service after it. That only happens if someone remembers them. GuardenerAI keeps the customer, their vehicles and their history in one place, and makes the next service a dated task instead of a memory test.

Sound familiar?

What this usually looks like today.

What changes

One system, doing the work with you.

Every enquiry worked to a decision

Web enquiries land as leads, move through New, Contacted and Qualified, and convert to a person and a deal at the stage you choose.

Vehicles on the customer record

A Vehicles custom object holds make, model, year, registration and last service date, linked to the owner, so the counter sees the full picture.

Customers who come back

An action plan dates the next service call when a car is sold or serviced. When it comes up, add the customer to your service-reminder journey, which sends the reminder by SMS, email or WhatsApp with a booking link.

Clean records at the counter

Validation rules stop a customer being saved without the details you require, and duplicate rules flag a customer who is already on file.

The modules this runs on

How you set it up

Shaped around how automotive actually work.

There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.

You create it

Vehicles

One record per car, linked to the person who owns it.

  • Owner
  • Make
  • Model
  • Year
  • Registration
  • VIN
  • Mileage
  • Last Service
Built in

Leads

Web and phone enquiries, with the campaign they came from.

  • Status
  • Source
  • Campaign
  • Rating
Built in

Opportunities

Vehicle sales and larger repair jobs.

  • Value
  • Stage
  • Expected Close Date
  • Lost Reason

Suggested stages on Opportunities (vehicle sales)

  1. Enquiry
  2. Test drive
  3. Offer
  4. Finance
  5. Closed Won
  6. Closed Lost
Routines to copy

The repeat work, set up once.

Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.

Marketing journey

Service reminder

  1. Starts when you add a customer who is due, the “I add them” trigger, for example from the task the after-sale plan created.
  2. Sends an SMS with your booking link to customers who have consented.
  3. Waits seven days, then sends a follow-up email.
Booking link

Service appointment

  1. A booking link with your workshop hours, buffers and minimum notice.
  2. Questions on the form: registration and what needs doing.
  3. The booking is confirmed by email from your connected mailbox and lands on your calendar.
Action plan

After the sale

  1. Day 1: thank-you call.
  2. Day 14: check the customer is happy with the car.
  3. Day 30: ask for a review.
  4. Day 330: book the first service.

Customer details handled properly.

Marketing respects consent per channel and topic, every message carries an unsubscribe route, and customer records sit in your own encrypted, audit-logged space.

Read the security details →
FAQ

Questions from teams like yours.

Does GuardenerAI manage my vehicle stock?
No. It is not an inventory or dealer management system. It manages the customer, the enquiry and the service relationship alongside it.
Can I send WhatsApp messages to customers?
Yes, through Twilio or Meta, using WhatsApp templates you build in the app and get approved.
Can customers book a service online?
Yes. Share a booking link with your hours and questions. The customer confirms by email and the slot is held on your calendar.
Will it send reminders on the exact service date?
No. There is no scheduled send per vehicle, and segments cannot filter on a custom date such as Last Service. The after-sale action plan dates the service call, and you add the customer to the reminder journey when it comes up.

See it on your kind of work.

Start free in an afternoon, or have us walk you through it with data that looks like yours.

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