Gusto Fix CRM Module

Gusto Fix CRM Module

GUSTOFIX – MOTORCYCLE SALES, USED SALES & CRM MODULE FEATURES

1. Dashboard (Main Screen)

• Daily / weekly sales summary
• Today’s appointments
• Pending customer requests
• Sales pipeline (Lead → Meeting → Proposal → Sale)
• Reminders (call-back, appointments)

2. Customer Management

• Create customer profiles
• Required: Name, Phone
• Optional: Email, address, notes
• Customer tagging
  (Hot lead, cold lead, VIP, etc.)
• Customer history
  • Meetings
  • Proposals
  • Purchase history

3. Motorcycle & Product Management

• Motorcycle profile
  • Brand
  • Model
  • Year
  • Price
  • Stock status
• Categories
  • New / Used
  • Scooter / Naked / Touring, etc.
• Stock status (available / unavailable / reserved)

4. Sales Pipeline

Each customer moves through the following stages:

• New Lead (first contact)
• Meeting Completed
• Proposal Sent
• Negotiation Stage
• Sale Completed
• Lost

5. Meeting & Notes Management

• Meeting history for each customer
• Add notes:
  • Date / time (automatic)
  • Meeting type (phone, face-to-face, WhatsApp)
  • Sales notes (e.g., “what they said / what they want”)
• Voice recording or quick note option (optional)

6. Appointment & Reminders

• Create appointments
• Schedule test rides
• Automatic reminders:
  • Call reminders
  • Post-offer follow-ups
• Calendar view

7. Proposal Management

• Select customer + motorcycle
• Set pricing
• Generate PDF proposals
• Proposal status:
  • Pending
  • Approved
  • Rejected

8. Sales Process

• Complete the sale
• Sales details:
  • Motorcycle sold
  • Price
  • Sale date
• Optional:
  • Invoice integration (can be integrated with Gusto Fix)

9. Reporting

• Sales performance (user-based)
• Best-selling models
• Lost customer analysis
• Conversion rate (% of leads converted into sales)

10. User Roles & Authorization

• Sales Representative
  Manages customers, meetings, and proposals
• Sales Manager
  Views the entire pipeline
  Reviews reports
• Administrator
  Full access

11. Key Simplicity Feature (Differentiator)

What makes this CRM powerful is its simplicity:

Everything on a single screen:

• Customer
• Interested motorcycle
• Last interaction
• Next action

Automations:

• “Proposal sent → remind after 2 days”
• Customer heat score
• “Customers to call today” list

Result:
Users never get lost asking, “Who was I supposed to call?”