Manage customer relationships across DelaxNet products.
See your garage coverage, open work and progress by city.
Select a city to see its garages and their sales progress. Cities are ordered by garage count.
No cities match your search.
A shared view of prospects and customers across all products.
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| Organisation | Location | Source | Products |
|---|
Find prospects, record conversations, and manage follow-ups by city.
Compare outreach and sales progress between cities. Use the Overview screen to select a city and open its garage list.
| City | Total | Review | Uncontacted | Attempted | Reached | Qualified | Disqualified | Follow-up due | Interested | Onboarding | Live |
|---|
Garage pipeline by owner and recorded calls in the last 30 days.
| Owner | Total | Contacted | Follow-up due | Interested | Onboarding | Live |
|---|
| Day | Calls |
|---|
See how many garages move from approached to reached, qualified, onboarding, and live. Group by city, staff, or sent campaign. Campaign groups show who was emailed; they do not prove the campaign caused a sale.
| Group | Total | Approached | Reached | Qualified | Onboarding | Live |
|---|
50 records per page
| Garage | City | Station | Stage | Lead status | Next follow-up |
|---|
Rows with ambiguous source details are not automatically added as leads.
Download the latest Active MOT test stations CSV from GOV.UK. Preview it here, then confirm the import into this CRM.
| Publication | Uploaded | Status | Rows | New leads | Review |
|---|
| Trading name | City | Postcode | Station | Review reason |
|---|
Assigned tasks, ordered by due date.
| Due | Organisation | Product | Task |
|---|
Prepare a recipient list, send a test, then approve the exact sender and message before delivery.
Choose a product, then create or edit its saved templates. Book MOT Garage templates can use {{GarageName}} and {{ContactName}}.
| Template | Subject | SQL ID |
|---|
Recipient preview excludes contacts without a reviewed marketing permission or with an opt-out.
Only an approved campaign enters the delivery queue.
| Name | Status | Recipients | Sent | Failed | Suppressed |
|---|
| Garage | Status | Sent | Result |
|---|
Read, reply and archive mail across your connected accounts.
Add or connect a sender address for any product.
Microsoft and Gmail use provider sign-in. IONOS and custom mail use secure IMAP or POP3 plus SMTP.
| Address | Product | Provider | Status |
|---|
Invite staff and manage CRM access.
Admins can invite and manage staff. Invited users set their own password.
| Name | Role | Status | Actions |
|---|
Review older imported records. Reached means a real conversation; Qualified requires a named decision maker.
These details belong to the company and are shared by all its garage sites. Leave unavailable registration details blank.
Each site has its own address, MOT station number, approval evidence, and operating details. Imported MOT information remains unverified until checked.
| When | Outcome | Notes | Next follow-up | Staff |
|---|
Log visits, letters, and emails sent outside the CRM. A dated next action creates an Admin task.
| When | Channel | Outcome | Summary | Next action | Staff | Source |
|---|
Latest 100 stored messages matching this garage's saved email addresses.
| When | Direction | From / To | Subject and message | Status |
|---|
Record an email you sent outside this CRM. This form does not send an email.
| When | Summary | Staff |
|---|
New tasks are assigned to the default Admin. A call with a follow-up date creates a task automatically.
| Due | Task | Assigned to | Status | Notes |
|---|
| Name and role | Site | Contact | Email preference | Marketing review |
|---|
No onboarding case opened.
| Step | Status and evidence | Action |
|---|
| Blocker | Status | Action |
|---|
| Name | Reference |
|---|
| When | Type | Summary | Staff |
|---|