FleetSharp CRM for Any Business With Wheels

From Wheels to Deals, keep it sharp.

CRM for any business with wheels — dealerships, fleet sales, rentals and high-value assets. Three focused factories capture leads, close contracts and model TCO — on one FleetSharp platform.

3
Product FactoriesFactories
1
Unified PlatformPlatform
Dealer ChannelsChannels
Scroll for products
Swipe to explore

The gap

Dealers don't lose on the advert. They lose after it.

Leads scatter across phones and portals. Paperwork stalls in email. TCO lives in spreadsheets. FleetSharp's three factories close each gap — on one platform your team actually uses.

Leads go cold before anyone sees them

WhatsApp, AutoTrader, Facebook and email sit in different places. Hot buyers book elsewhere while your floor is still guessing.

Deals die in paperwork

Quotes, F&I docs and approvals bounce between PDFs, printers and personal inboxes — no single trail from quote to signed.

Numbers don't convince

Fleet buyers need TCO and CPK side-by-side. Spreadsheets slow the close and erode trust when a competitor sends a sharper pack first.

Managers fly blind

No live view of who's replying, which leads are at risk, or where deals stall — until month-end tells you what you already lost.

How it connects

One sales cycle. Three factories.

Deploy one factory or bundle all three — each stage hands off to the next without copy-paste or channel-hopping.

Inbound

Enquiry arrives

AutoTrader, WhatsApp, email or walk-in hits the dealer.

Lead Factory

Capture & score

Unified inbox, AI hot/warm/cold, manager oversight, fast follow-up.

TCO Factory

Model & quote

TCO comparison, CPK breakdown, finance numbers — customer-ready PDF.

Contract Factory

Sign & vault

Deal pack generated, approvals routed, signed docs stored and auditable.

Built for

Any business with wheels.

FleetSharp is dealer-native — not a generic CRM with an automotive sticker on it.

New & used car dealerships Truck & commercial fleet sales Rental & e-hailing fleets Aviation & high-value assets Multi-branch dealer groups F&I-heavy floors

One platform

Why dealers bundle on FleetSharp.

Own your customers

Every enquiry becomes your database — not a portal you rent again next month.

One timeline per buyer

Messages, quotes, TCO packs and signed docs on a single customer record.

Manager visibility

See the whole floor — hot leads, follow-up gaps and deals at risk before they slip.

POPIA-conscious hosting

South African cloud infrastructure, role-based access, audit trails built in.

Ready to see it in action? You've seen the three factories — now explore the live dashboards. You've seen the three factories — keep scrolling for the dashboard tour below. Explore dashboards → Jump to dashboards ↓
Why FleetSharp

FleetSharp vs AutoTrader

AutoTrader brings them to the door. FleetSharp closes the deal — and makes sure they come back.

Keeps the customer for lifeEvery enquiry becomes your own database — the next car, service, referral and trade-in all come back to you. You own it You rent it again
Runs the whole deal to signedFollow-up, quote, trade-in, finance application and paperwork — from first call to signed contract. Stops at "hello"
Catches every lead, every sourceAutoTrader, Cars.co.za, Facebook, WhatsApp, your website and walk-ins — all in one inbox. All sources AutoTrader only
Shows who's closing, who's leakingSee deals, revenue and target per salesman, and exactly where deals die.
Pays for itselfCloses more of the leads you already pay for — it's not another cost, it's how you get value from the cost you have. Makes you money Monthly bill
Why FleetSharp

Five reasons dealers switch

AutoTrader brings them to the door. FleetSharp turns them into sales.

1

AutoTrader rents you a buyer once. We help you keep him for life.

Every lead AutoTrader sends, you pay for again next time. With FleetSharp, every enquiry becomes your customer in your database — so the next car, the service, the referral and the trade-in all come back to you for free. You stop renting customers and start owning them.

2

AutoTrader stops at "hello." We run the whole deal to signed.

A buyer enquiring is not a sale. The follow-up, the quote, the trade-in, the finance application, the paperwork — that's where deals are won or lost, and AutoTrader does none of it. FleetSharp carries the deal from first call to signed contract, so enquiries actually turn into money.

3

We catch every lead — not just the AutoTrader ones.

Your leads come from AutoTrader, Cars.co.za, Facebook, WhatsApp, your website and walk-ins — scattered everywhere, and half of them go cold. FleetSharp puts every enquiry from every source in one inbox, so nothing slips through the cracks. AutoTrader only ever shows you AutoTrader.

4

You finally see which salesman is closing and which is leaking deals.

AutoTrader can't tell you that Sipho closes 30% and Johan ignored 14 leads last week. FleetSharp shows you exactly who's working, who's slacking, and where deals die — so you fix the leak instead of just buying more leads to replace the ones you wasted.

5

AutoTrader is a cost. We make you money back.

AutoTrader is a bill you pay every month for leads. FleetSharp closes more of the leads you're already paying for, gets quotes out in seconds, and stops deals dying from slow follow-up. It pays for itself out of the extra cars you sell — it's not another cost, it's how you get value from the cost you already have.

Partner Integration

Already on AutoTrader?
We plug straight in.

No tech, no API headaches on your side — we build and run the whole connection for you.

FleetSharp connects to AutoTrader

Your AutoTrader and FleetSharp, talking to each other.

Once we partner up, FleetSharp links directly into your AutoTrader account — so the work you already do in one place shows up in the other, on its own.

  • Your stock flows in automatically — list it once, no re-typing inventory.
  • Every AutoTrader enquiry lands in FleetSharp — ready to quote, follow up and close.
  • We set the whole connection up for you — and keep it running.
  • Nothing technical on your side — you just keep selling.
Available to FleetSharp partner dealers.
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 — Gamification

Turn Sales Into a Game

Leaderboards, XP, streaks and trophies that make your sales floor compete — top performers get rewarded automatically, and everyone can see where they stand.

Team XP · June
48,250
▲ 6,400
Deals Closed
37
▲ 9
🔥 Live Streaks
4
🏆Leaderboard
Season · June
🥈
Thabo S.
9,840
2
🥇
Marise B.
12,310
1
🥉
Lindiwe D.
8,120
3
4JFJacques Fouché🔥 57,460
5RSRiaan Steyn🔥 36,890
6NPNaledi Phiri5,540
🏆
Champion of the Month
Marise Botha
R 4.2M
Revenue
14
Deals
Lv 9
Level
⚡ Level 9 — Closer8,400 / 10,000 XP
1,600 XP to Level 10 · Dealmaker 🎖️
🎖️Achievements
Fast Closer
👑Fleet King
🔥Hot Streak
🎯100% Quota
💎Big Deal
🚀Rocket
🏅Top 1%
Legend
Module 03 — Document Automation

Documents That Send Themselves

Set the rules once — the moment a deal moves, FleetSharp builds the whole document pack, sends it for e-signature and files the signed copy. No chasing, no manual admin.

Automation flowLive
1
Deal marked Won
Trigger
2
Build document pack
Quote · Offer · Invoice · Delivery note
3
Send email + WhatsApp
To client, auto-branded
4
Request e-signature
Awaiting client
5
File signed copy
Queued
Deal #4821 · Aero Charter SAAuto-running
Quotation
Sent · opened 2×
Sent
Vehicle Offer
Signed 03 Jun · 14:22
Signed
Finance Pack
Sent for e-signature
Awaiting
Tax Invoice
Generates on signature
Queued
Delivery Note
Generates on delivery
Queued
Triggered automatically · 0 manual steps
Module 04 — 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 05 — 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 06 — 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 07 — 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 08 — 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 09 — 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 10 — 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 11 — 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 12 — 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
Plain 5.0
2024 · 5.0 V8 · Auto
R 600kAvailable
Ford Mustang Shelby
Plain 5.0
2024 · Coupe · Supercharged
R 700kReserved
Audi A4
Audi RS6
2024 · S-line · Quattro
R 1.4MAvailable
Scania truck
Scania R460 6×4
2024 · Truck Tractor
R 1.4MIn transit
Ferrari 488
Ferrari LaFerrari
2022 · Coupe · F1-DCT
R 70MAvailable
Porsche 911
Porsche Panamera
2023 · Coupe · PDK
R 2.3MAvailable
Freightliner
Freightliner Cascadia
2022 · Truck Tractor
R 1.1MReserved
BMW M3
BMW M5
2024 · Sedan · M Drive
R 1.7MSold
Showing 1–8 of 142‹ 1 2 3 … 18 ›
Module 13 — 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 14 — 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 15 — 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 16 — 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 17 — 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 18 — 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 19 — 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 20 — 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