Pipeline & customer journey

Every lead.Every test drive.Every sale.

A 9-stage drag-and-drop pipeline that moves customers automatically as they book test drives, agree sale, take delivery. You see every deal in flight. AME handles the rest.

Book a demo See the pipeline

9 stages · Auto-move on key events · Customer 360 on every card

Pipeline — This month

All channels £18,400 in pipe

New enquiry 3

Daniel Stuart

VW Golf GTI

2 days

Sarah Jenkins

Audi A4

4 hours

Aisha Khan

BMW 3 Series

1 day

Test drive booked 2

Mark Patel

Audi Q5

Sat 11:00

Emma Rhodes

Mini Cooper

Tmrw 14:30

Test drive done 1

James Whitfield

BMW X3

Yesterday

Negotiating 1

Hannah Bevan

Mercedes A-Class

1 day

Sale agreed 1

Tom Reilly

Audi Q3 · £14,200

Signed today

£18,400 in pipeline · 4 hot leads · 2 test drives this week

Nine stages

From first enquiry to repeat customer.

Every customer flows through nine stages. AME moves them automatically when things happen — a test drive gets booked, a sale gets agreed, a car gets delivered. You see exactly where each deal sits.

01New enquiry3 customers

02Test drive booked2 customers

03Test drive done1 customer

04Negotiating1 customer

05Sale agreed1 customer

06Vehicle prep0 customers

07Delivered4 customers

08In aftersales8 customers

09Repeat customer2 customers

AME moves them for you

Drag if you want. She'll do it if you don't.

You can drag any card to any stage at any time. But you usually won't have to — AME watches the events and moves customers automatically.

Test drive booked → moves to Stage 2

AME books a viewing via call or chat. Customer card jumps from New Enquiry to Test Drive Booked instantly. Diary entry created.

Test drive complete → moves to Stage 3

After the scheduled test drive time passes, AME marks the slot done and prompts you for outcome — interested / not / follow-up.

Sale agreed → moves to Stage 5 + creates sale record

When you tap 'Sale agreed' on a card, AME creates the sale row, generates the offer document, and moves the customer to vehicle prep automatically.

Vehicle prepped → moves to Stage 6

Mark a vehicle 'Ready' in stock and the linked customer card auto-moves into Delivered. No double-entry.

Delivered → moves to Stage 8 (Aftersales)

Sale completes → customer enters the aftersales lifecycle. Day 7 check-in, Day 30 review, MOT reminders all auto-scheduled.

Repeat enquiry → moves back to Stage 1

Customer reaches out about a new car? AME spots they're already in your DB, threads the new enquiry to their profile, moves them to New Enquiry on a fresh deal.

Customer 360

Click any card. See the whole story.

Every conversation across every channel, every test drive booked, every offer document sent, every aftersales touch. One scroll, full history, no app switching.

Every call transcript, every SMS, every WhatsApp, every email
Stock interest history — every car they've asked about
Test drive history — booked, attended, no-shows

See a customer card

MP

Mark Patel

Test drive booked

07700 ···· 432 m.patel@gmail.com Bridgend

Vehicle of interest

2019 Audi Q5 S Line · £18,400

Timeline

First enquiry about Q5 (Facebook DM)

3d ago

AME replied with availability

3d ago

Call (4m 12s) — booked test drive

2d ago

SMS confirmation sent

2d ago

Email — finance question

6h ago

One-tap actions

Everything you'd open four apps for.

Open a customer card. Every action you'd normally need to swap tools for — it's right there. AME does most of it for you. The rest is one tap.

Call back

Auto-dial the customer's number from the card. Recording + transcript saved to the timeline.

Reply on any channel

Pick a channel, AME drafts the reply, you approve. Threading handled automatically.

Book test drive / viewing

Pick a slot from your diary. Confirmation goes to the customer. Card auto-moves to Stage 2.

Send offer document

AME generates a frozen-snapshot PDF with vehicle, price, finance illustration. Sent to customer + saved on the card.

Add a note

Internal notes, only visible to you and your staff. Doesn't go to the customer.

Tag + segment

Hot lead, warm lead, finance customer, repeat — tags drive your aftersales segmentation.

Pipeline FAQ

Pipeline questions, answered.

Can I customise the 9 stages?

Most dealers don't — the 9-stage flow is built around how indie used-car sales actually work. We can rename stages or hide one or two if you have a specific workflow.

What if a deal goes cold?

AME spots when a card has been in the same stage too long and either nudges the customer automatically (cold-lead chase) or flags it for you to look at.

Can I see deals across multiple sites?

Each TradeScale Plus account is one dealership. Multi-site dealers run separate accounts with multi-site discount available.

Does it integrate with my existing CRM?

AME IS the CRM. She replaces HubSpot, Pipedrive, or whatever you're paying for. Export to CSV any time.

What happens when a customer goes through twice?

AME spots the existing profile, threads the new enquiry to it, starts a fresh deal on the existing customer. You see both deals in their timeline.

Can I filter or segment customers?

Yes — by stage, by tag, by channel, by vehicle interest, by aftersales lifecycle status. Saved filters live in the sidebar.

See the pipeline

Every deal, one view. Every customer, one timeline.

15-minute demo. We load your real stock and a few mocked-up customers. You see exactly how it'd run.

Book a 15-min demo See pricing