From lead to contract and from workshop to payment, in one system
Dealerships and workshops lose context at every hand-off between people and tools. ZoDesk, the product I created, receives leads with their source, assigns them, generates contracts and credit cases, tracks collections and cash, and measures the journey. The workshop variant organizes work orders, workstations, materials, quotes and payments.
What you should expect
- Leads with an owner and alerts when nobody responds.
- Contracts and documents generated from data, with no manual copying.
- Operations and collections visible to the office.
Straight answer
What does Dealerships and workshops solve?
ZoDesk brings together acquisition, follow-up, documents, collections and operations for dealerships, with a workshop variant. Scope gets defined after we review your current process, the integrations involved and the commercial or operational result that has to be measured.
Deliverables
What this solution includes
Lead inbox with source and assignment rules
Financing chat with indicative pre-qualification
Contracts, quotes and credit cases
Collections, cash and receivables
Work orders, workstations and materials for workshops
Lead journey indicators
Process
How we implement it
Business walkthrough
Role-based setup
Data migration
Module-by-module launch
Continuous improvement
Questions
Common questions
Quick answers on scope, timing and how we work, before you ask for an assessment.
Is ZoDesk already in use?
Yes, in production with a car dealership in Panama. The workshop variant has its first deployment with a workshop in Portugal.
Does it include invoicing or online payments?
No. It currently does not include e-invoicing or online payment collection.
Does the financing chat approve credit?
No. It points to a possible bank or finance-company route; approval comes from the lender.
Cases where I applied it
Car dealership in Panama · now a ZoDesk module
Financing chatform
A credit form turned into a conversation: one question at a time, with guidance and context for the salesperson.
Read the case →My own product · dealerships and workshops
ZoDesk, a full-funnel ecosystem
From first contact to contract, collections and operations: the system that connects the pieces of the other cases.
Read the case →Related solutions
CRM
CRM Consulting and Implementation
I design the sales process before touching the tool: stages, assignment rules, alerts and loss reasons, connected to the website and channels.
Automation
Lead capture, management and follow-up
Centralize leads, statuses, owners and next steps so sales works from a list instead of a memory.
Dev
Custom software development
Internal systems, SaaS products and operational platforms that replace manual processes and disconnected tools.
Want this built for your business?
Tell us your situation and we'll propose a concrete path to start with this solution.
Talk to CodigoFresco