Discuss your project Internal project
An automotive B2B CRM for dealerships and groups: companies, conversations, quotes and follow-up through to sales and renewals. Excel/CSV imports, role-based access and optional assistance support the team’s daily work.
Internal project
Create the record or check the Excel/CSV import and duplicates.
Review context and the message, then confirm sending after configuration.
Connect requirements, quotes, approvals and the sales decision.
Prepare next actions and known renewals.
Understand the implementation
Prosio is an internally developed automotive B2B CRM. It connects companies, conversations, quotes and next actions for Fleet salespeople, dealership managers and automotive groups.
Navigation centres on “To do”, “Companies”, “Calendar” and “Tools”. Actions are grouped by company and due date: to handle, in the next seven days, later or still to schedule.
The company record keeps contacts, conversations, deals and vehicles, and ongoing follow-up together. The owner and next action remain identifiable. A new quote does not erase an established customer relationship.
Explore companies, prepare a draft and organise actions. Fictional data: no email is sent, and changes stay only in this demo.
What to look for Counters, records, notes, drafts and the calendar respond to your actions here. The simulated reply changes the suggested next action. Reloading or resetting clears demo data; no email is sent.
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Open the demo on ProsioSalespeople can write manually or use optional AI assistance. They check the recipient and content before confirmation of sending in Prosio; opening a draft in Outlook remains possible.
Email services must be configured with the team: no Google or Microsoft synchronisation is assumed active. Replies added to the record inform follow-up. A saved draft or suggestion never constitutes a sent message.
A company can have several quotes and previous purchases. Its total fleet size is separate from the number of vehicles in a deal. The workflow connects requirements, conditions for approval, customer agreement and a won deal recorded by the salesperson.
Follow-up continues after the sale and prepares renewals with known deadlines. Discussing deliveries is a next sales action, not a logistics schedule. A request for a meeting is not a confirmed appointment.
Excel and CSV imports use recognised columns: company, contacts, VAT number, fleet or quote references. A preview allows review of duplicates, formats and ambiguous rows before confirmation.
Depending on configuration, reimports can skip duplicates, fill empty fields or match quotes by reference. Manual corrections must be preserved and conflicts kept visible. A Salesforce export is not a direct Salesforce synchronisation.
Once configured, n8n workflows and AI assistance can help analyse context and prepare next actions. Manual input, writing and planning remain available without AI.
An imported reply can clarify a quote or suggest renewed contact; an ambiguous reference still needs review. Contact restrictions, pauses and unsubscribe requests take priority. The salesperson controls the message and the sales decision.
Salespeople follow their records, managers their dealership and groups their authorised sites. The pilot checks data, assignments and connections for each team. Workflows are available in French, Dutch and English.
Vehicle requirements and contract dates support sales. Prosio does not replace telematics, maintenance or driver management. Missing information, such as an unknown contract end date, is not presented as a certainty.
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