From Wheels
to Deals,
keep it sharp.

CRM for any business with wheels — built for trucks, cars, planes, e-hailing rentals, fleet owners, dealerships, and vehicle-based businesses. FleetSharp turns complex vehicle operations into one connected CRM: customers, fleet accounts, deal covers, TCO, finance, maintenance, trade-ins, approvals, and document packs.

4
CRM Services
20
Dashboard Views
1
Unified Platform
Swipe to explore
Module 01 — Overview

Command Center

Everything your vehicle business needs, on one screen — pipeline, revenue, and what needs attention today.

Open Pipeline
R 18.4M
▲ 12.4% MoM
Deals Won (MTD)
37
▲ 6 vs target
Win Rate
31%
▲ 2.1pt
Revenue (MTD)
R 5.7M
▼ 3.0% MoM
Revenue vs TargetLast 9 months
Pipeline by Stage
QualifiedR 6.1M
Quote SentR 4.8M
NegotiationR 4.2M
FinanceR 3.3M
Hot DealsClosing this week
Khumalo Logistics3× Isuzu NPRNegotiationR 2.4M
Cape Reef Rentals12× VW PoloQuote SentR 3.1M
Aero Charter SACessna 208BFinanceR 9.8M
Needs Attention
!
4 quotes expiring
Send follow-ups today
@
7 finance apps pending
Awaiting bank response
#
2 deliveries scheduled
Documents ready
Module 02 — Dealership Deal Desk

Sales Pipeline

Move every opportunity from first enquiry to signed deal. Drag deals across stages and never lose a vehicle sale.

New5 · R3.2M
Naidoo TransportR820k
2× Hino 300
JMNew lead
Botha BuildersR540k
Ford Ranger XLT
SRWeb form
Qualified4 · R6.1M
Cape Reef RentalsR3.1M
12× VW Polo
PDFleet
Mhlongo Co.R1.2M
Toyota Hilux 2.8
TMHot
Quote Sent3 · R4.8M
Khumalo LogisticsR2.4M
3× Isuzu NPR
LCViewed
Sunset ToursR1.6M
Quantum GL
KNSent 2d
Negotiation2 · R4.2M
Aero Charter SAR9.8M
Cessna 208B
PDCounter
Won6 · R7.9M
Delta FreightR4.1M
5× Scania R460
TMSigned
City CabsR1.4M
6× Suzuki Dzire
JMSigned
Module 03 — Deal Cover Workflow

Inside a Deal

Move each opportunity through vehicle specs, quote, finance and delivery — every detail and document in one place.

3
4
5
LeadSpecsQuoteFinanceDelivery
Vehicle / Asset SpecHigh-value
Cessna 208B
AssetCessna 208B Grand Caravan
Year / Hours2019 · 2,140 TT
List PriceR 10.4M
Trade-in– R 0.6M
Deal ValueR 9.8M
Contacts
PV
Pieter van Wyk
Buyer · Aero Charter SA
RL
Ruan (You)
Account owner
Checklist3 / 5
Spec confirmed
Quote generated
Inspection booked
Finance approval
Signed agreement
Module 04 — Customer & Account CRM

Account Record

Keep contacts, companies, fleet size and full history in one record — so every interaction has context.

CR
Cape Reef Rentals (Pty) Ltd
E-hailing rental fleet · Cape Town · Customer since 2021
ActiveVIP
Fleet Size
48
Lifetime Value
R 14.2M
Open Deals
2
Health
Good
Interaction History
Quote sent — 12× VW Polo fleet renewal
Today · 09:14
Call logged — discussed deposit terms
2 days ago
Invoice #INV-2291 paid — R 1.1M
1 week ago
Delivered 6× Suzuki Dzire
3 weeks ago
Contacts
NF
Nadia Fortuin
Fleet Manager
DJ
Derek Jacobs
Finance Director
Linked Deals
Polo fleet renewal
R3.1M
Service plan upsell
R420k
Module 05 — TCO & Finance

Total Cost of Ownership

Model total ownership cost, instalments, warranties and residuals — give customers numbers they trust, instantly.

Deal Inputs
Vehicle price
R 1,240,000
Deposit (10%)
R 124,000
Term
60 months
Interest (prime +1)
12.25%
Balloon / residual
R 248,000
Monthly Instalment
R 21,480 /mo
Cost Over Ownership5-year projection
Y1
Y2
Y3
Y4
Y5
Finance Service Fuel/Other
5-Yr TCO
R 1.94M
Cost / km
R 6.40
Resale Y5
R 372k
Module 06 — Document Engine

Document Engine

Generate quotes, offers, costing sheets and invoices in your branding — straight from the deal, in seconds.

Templates
Quotation
Formal Offer
Costing Sheet
Tax Invoice
Delivery Note
Auto-filled from deal
FleetSharp Motors
VAT 4820xxxxxx · Cape Town
QUOTATION
#Q-3318 · 03 Jun 2026
To: Cape Reef Rentals (Pty) Ltd
ItemQtyUnitTotal
VW Polo 1.6 Comfortline12R 258kR 3.10M
Fleet service plan (3yr)12R 12kR 144k
Branding & fitment12R 3.5kR 42k
Subtotal R3.29M · VAT 15%
R 3,783,500
Module 07 — E-Hailing Rental Fleets

Rental Fleet Operations

Run rental fleet operations end to end — utilisation, vehicles on rent, returns due and revenue per vehicle.

84%
Utilised
On Rent
40
▲ of 48
Available
5
Returns Today
7
Rev / Vehicle
R 9.2k
▲ 4%
Active Rentals48 vehicles
VehicleRegDriverOutReturnStatus
VW Polo VivoCA 481-220S. Adams28 May04 JunOn rent
Suzuki DzireCA 902-118M. Khan31 MayTodayDue back
Toyota CorollaCA 337-905Available
VW Polo VivoCA 771-043L. Petersen20 May01 JunOverdue
Kia PegasCA 558-672T. Mbeki02 Jun09 JunOn rent
Module 08 — Commercial Fleet Sales

Fleet Deal Management

Handle bulk, multi-unit fleet deals — line-item pricing, volume discounts and a single approval flow.

Order LinesBulk · 14 units
ModelQtyUnitDisc.Line Total
Scania R460 6x45R 1.95M6%R 9.17M
Isuzu FTR 8504R 980k5%R 3.72M
Hino 300 6143R 620k4%R 1.78M
Trailer · tautliner2R 410k3%R 795k
Deal Total
R 15.46M
Volume saving R 0.92M
Approvals
SM
Sales Manager
Approved
FD
Finance Dir.
Approved
MD
Managing Dir.
Pending
Module 09 — Aircraft & High-Value Assets

High-Value Asset CRM

Track aircraft, plant and high-value assets — valuations, ownership, hours and maintenance against every deal.

Assets Under Mgmt
23
Portfolio Value
R 184M
In Deal
4
Insp. Due
2
Registry
AssetReg / SerialHoursValuationMaint.Status
Cessna 208B CaravanZS-AERO2,140R 9.8MIn deal
Pilatus PC-12ZS-PLT3,880R 42MOwned
Bell 407 HelicopterZS-HEL1,210R 28M!Listed
CAT 745 HaulerSN-7745X6,540R 12.4MOwned
King Air 250ZS-KAB4,020R 55M!Insp due
Module 10 — Inventory

Stock & Availability

See every vehicle in stock — specs, pricing and status — so reps quote only what you can deliver.

All 142Available 88Reserved 31In transit 14Sold 9Sort: Newest first
Ford Mustang GT
Ford Mustang GT
2024 · 5.0 V8 · Auto
R 1.3MAvailable
Ford Mustang Shelby
Mustang Shelby GT500
2024 · Coupe · Supercharged
R 1.95MReserved
Audi A4
Audi A4 45 TFSI
2024 · S-line · Quattro
R 600kAvailable
Scania truck
Scania R460 6×4
2024 · Truck Tractor
R 1.4MIn transit
Ferrari 488
Ferrari 488 GTB
2022 · Coupe · F1-DCT
R 4.6MAvailable
Porsche 911
Porsche 911 Carrera S
2023 · Coupe · PDK
R 2.7MAvailable
Freightliner
Freightliner Cascadia
2022 · Truck Tractor
R 1.1MReserved
BMW M3
BMW M3 Competition
2024 · Sedan · M Drive
R 1.7MSold
Showing 1–8 of 142‹ 1 2 3 … 18 ›
Module 11 — Analytics

Sales Analytics

See what's working — conversion at every stage, win/loss reasons and revenue by channel.

Conversion Funnel
Leads1,240
Qualified612
Quoted388
Negotiation196
Won128
Win / Loss
66%
Won
Won — price/spec fit
66%
Lost — budget
19%
Lost — competitor
15%
Revenue by Channel
Dealership floor
R6.1M
Fleet / B2B
R4.9M
Online enquiry
R3.1M
Module 12 — Leads

Lead Inbox

Capture every enquiry, score it, and route it to the right rep — so no lead goes cold.

New Today
18
▲ 5
Unassigned
6
Avg Response
14m
▲ faster
Lead→Deal
31%
Incoming Leads
LeadInterestSourceScoreOwnerStatus
Themba N.Hilux 2.8 4x4Website92 HotTMContacted
Coastal Cabs10× Polo VivoReferral88 HotPDNew
J. PretoriusRanger XLTFacebook64 WarmUnassigned
Mining Co. SA5× CAT haulerTrade show95 HotLCQuoting
A. MokoenaSuzuki DzireWhatsApp41 ColdUnassigned
Module 13 — Activity

Tasks & Follow-ups

Every call, test drive and follow-up scheduled — so the team always knows what's next.

This Week2 – 6 June
MON 2
09:00 Call · Naidoo
14:00 Test drive
TUE 3
10:30 Sign · Delta
WED 4 · Today
11:00 Follow-up
15:30 Delivery
THU 5
09:00 Aero call
FRI 6
13:00 Pipeline review
Tasks Due3 overdue
!
Send quote · Coastal Cabs
Overdue 1 day
Call Pieter · Aero
Today 11:00
Prep delivery docs
Today 15:30
Update CRM notes
Tomorrow
Module 14 — Quotes

Quotes & Offers

Track every quote from draft to accepted — see what's been viewed and chase what's gone quiet.

Open Value
R 9.4M
Acceptance
42%
▲ 3pt
Avg Time→Accept
3.2d
Expiring
4
Quote Activity
QuoteCustomerValueSentStatus
Q-3318Cape Reef RentalsR 3.78MTodayViewed 2×
Q-3315Khumalo LogisticsR 2.40M2d agoAccepted
Q-3310Sunset ToursR 1.64M4d agoNo reply
Q-3307Botha BuildersR 0.54M5d agoDraft
Q-3299Mining Co. SAR 11.2M6d agoExpired
Module 15 — Finance

Finance Applications

Submit and track finance applications across banks — watch each one move to approval without leaving the deal.

Applications in Flight7 pending
Khumalo Logistics · R2.4M
WesBank · Submitted 1d ago
Approved
Aero Charter SA · R9.8M
Investec · Submitted 3h ago
In review
2
3
Coastal Cabs · R2.6M
Standard Bank · Docs requested
Action needed
2
3
Module 16 — Team

Team Performance

See who's closing — deals, revenue and target progress for every rep, ranked in real time.

Sales LeaderboardJune · vs target
1TM
Thandi Mokoena
R 4.2M
12 deals
2PD
Pieter Dlamini
R 3.6M
9 deals
3LC
Lara Coetzer
R 3.1M
11 deals
4KN
Kabelo Nkosi
R 2.4M
7 deals
5SR
Sarah Roos
R 1.7M
5 deals
Module 17 — Customer Portal

Your Customer's View

Give buyers a clean self-service portal — quotes, deal status and documents, on any device.

FleetSharp
Hi, Nadia 👋
Your Deal · Polo Fleet
R 3.78M
Quote ready to review
Progress
2
3
Quotation.pdf
View
Finance offer.pdf
Soon
Accept Quote
Self-service quotes
Customers review & accept online — no back-and-forth email.
Live deal status
They see exactly where their order is, anytime.
Document hub
Quotes, finance offers and invoices in one secure place.
Module 18 — Integrations

Flexible, Custom & Reliable

Connect the tools you already use — accounting, banking, messaging and more. Built to fit your workflow.

Sg
Sage / Xero
On
Sync invoices & payments
Wa
WhatsApp
On
Lead capture & chat
Bk
Bank Finance
On
WesBank · Investec · SB
@
Email / Gmail
On
2-way deal threading
Tx
TransUnion
Setup
Credit checks
+
Custom API / Webhook
FleetSharp CRM

Vehicle teams
move faster.

FleetSharp gives sales, finance, service, and management one shared view of each customer, asset, quotation, trade-in, and document pack. Turn your existing vehicle sales process into a tailored CRM for customers, assets, quotes, approvals, service, and documents.

Dealership Deal DeskCustomer & Account CRMDeal Cover WorkflowTCO & FinanceDocument EngineRental Fleet OperationsCommercial Fleet SalesHigh-Value Asset CRM