Dealer CRM User Guide

Getting Started

Connekly helps you manage your entire sales book from your phone. Track clients, log calls, organize by tier, and blast your list with one tap.

Import Your Contacts: Download the Excel template from Settings, fill in your clients (name, phone, vehicle, total spent), and import it into the app. Tiers assign automatically based on total spend.

Dashboard Overview

The dashboard shows your book at a glance: total clients, revenue, tier breakdown, and your follow-up list. Use this to see who needs attention.

Client Tiers

Clients rank automatically:

• 💎 Elite: $100,000+ spent
• 🥇 Gold: $50,000–$99,999
• 🥈 Silver: $20,000–$49,999
• 🥉 Bronze: Under $20,000

You can override tiers manually in Settings if needed.

Group Blast

Blast your entire list or filter by tier/status in seconds:

1. Go to Blast screen
2. Select filter: "Gold tier" or "Follow Up status"
3. Write your message
4. Click Send — it opens your phone's native Messages app for each contact
5. Hit send from Messages (goes from your number)

Call Logging

Track every interaction. Tap a client → Log Call → select outcome (Spoke, Voicemail, Callback), add notes. Everything timestamps automatically.

Deal Status Tracking

Track deals through your pipeline:

• Prospect → Interested → Negotiating → Test Drive Scheduled → Sold → Follow-up

View the pipeline funnel on the dashboard to see where deals are stalling.

Status Tracking

Mark clients Active, Contacted, Follow Up, Done, or Cold. The dashboard shows your Follow Up list first so nothing falls through the cracks.

Data Backup

Go to Settings → Export. This downloads your entire contact list and call logs as Excel. Do this regularly to back up your data.

Installation (PWA)

iPhone: Tap Share → Add to Home Screen
Android: Menu (⋮) → Add to Home Screen or Install App

The app works offline and feels like a native app on your phone.

Questions?

Send us a message for help or feature requests.