Customer management for car dealerships

Every customer.
Fully known.

Everything you know about your customers belongs in one place. Not scattered across Outlook, Excel, and sticky notes. Swivex links emails automatically, summarizes them with AI, and reminds you 6 months before lease expiry.

Outlook & Gmail AI summary Leasing reminder Documents & notes
Swivex Customer Management CRM Dashboard – all customer data, vehicle history and communication managed centrally
Results with Swivex

What your customer care achieves with Swivex

More repeat customers, complete history and automatic follow-ups, without extra effort for your team.

0%Customer data in one place

Everything about the customer, in one place.

Phone number, emails, purchased cars, leasing contracts, documents, and notes: everything stored centrally with the customer. Everyone on the team sees immediately what's going on.

0%Emails with the customer

All emails automatically land with the customer.

Swivex connects with Outlook and Gmail and automatically assigns every email to the right customer. And the AI summarizes in a few sentences what was discussed over the years.

0%Leasing reminders

6 months ahead: salesperson and customer reminded.

Swivex detects when a lease is expiring. The salesperson is reminded to contact the customer. And the customer receives an invitation with matching cars. So they buy from you again.

Never search the inbox for emails again?

Everything with the customer.
No searching.

Free demo: We'll show you how Swivex manages your customers, emails, leasing contracts, and documents in one place. No technical knowledge required, no obligation.

No setup fee Personal onboarding Swiss support
Outlook & Gmail connected
100%
All emails automatically with the customer.
The AI summarizes them.
6 mo.Leasing reminder
100%All documents with customer
Customer profile

Everything about the customer.
In one place.

Every customer in Swivex has their own profile: phone number, address, purchased cars, leasing contracts with duration, monthly rate, and outstanding balance at the bank, all inquiries, notes, reminders, and documents. The entire team sees everything at a glance.

Swivex connects with Outlook and Gmail. All emails are automatically assigned to the right customer, and you never have to search the inbox again. The AI reads all emails and summarizes in a few sentences what was discussed over the years.

Six months before lease expiry, the salesperson is automatically reminded to contact the customer. At the same time, the customer receives an invitation with matching cars, so they come to you before looking elsewhere.

Outlook & Gmail
AI summary
Leasing reminder
Swivex Customer Data – contact, purchased vehicles, emails and notes stored centrally with the customer
Swivex AI summary of the customer profile – key information from years of emails distilled into a few sentences
What's in the customer profile?

What's all inside
the customer profile?

From the first call to the next car purchase: everything in one place.

  • Emails from Outlook and Gmail, automatically assigned to the customer
  • AI summary: what was discussed over the years, in a few sentences
  • Purchased cars, leasing duration, rate, and outstanding balance at the bank
  • Leasing reminder: 6 months ahead, for salesperson and customer
  • Documents, notes, and reminders, all stored with the customer
6 mo.before expiry

Swivex automatically reminds salespeople and customers 6 months before lease expiry, with matching cars. So regular customers buy from you again.

What sets customer management apart

Built for dealerships
that keep customers long-term.

No sticky notes, no searching the inbox, no knowledge that gets lost. Swivex keeps everything about the customer in one place.

Emails automatically land with the customer

Swivex connects with Outlook and Gmail. Every email is automatically assigned to the right customer. You never have to search the inbox again, and every salesperson immediately sees what was written.

The AI summarizes all emails

What was written with the customer over the years? The AI reads all emails and summarizes the key points in a few sentences. Especially helpful when a new salesperson takes over the customer.

Leasing reminder, 6 months ahead

How long does the lease run? What's the rate? How much is still outstanding? Everything stored with the customer. Six months before expiry, the salesperson is reminded, and the customer receives matching car suggestions.

Documents, notes & reminders

Contracts, IDs, and important documents, all stored with the customer. Plus notes and reminders like "call Monday" or "prefers SUVs." Nothing gets lost, the whole team sees everything.

All connected

Emails, inquiries, cars.
All with the customer.

Swivex customer management connects with Outlook, Gmail, your inquiries, and your vehicle inventory. Everything flows automatically to the customer.

Swivex Customer Management

Phone number, emails, purchased cars, leasing contracts, inquiries, documents, and notes: everything in one place, automatically updated.

Outlook & Gmail→ Emails with customer

All emails automatically land with the right customer. You never have to search the inbox again. And the AI summarizes what was written over the years, in a few sentences.

Inquiries & test drives→ All with the customer

Every inquiry and every test drive is automatically assigned to the customer. So you see what interests the customer, and the salesperson can recommend the right cars at the next conversation.

Vehicle management→ Cars & leasing with customer

Purchased cars and leasing contracts automatically appear with the customer. Duration, rate, and outstanding balance are always up to date, and 6 months before expiry, the reminder comes.

FAQ

Frequently Asked Questions

Everything you need to know about customer management for car dealerships with Swivex.

Everything your team needs: phone number, email address, all emails from Outlook and Gmail, purchased cars, leasing contracts with duration and rates, inquiries, test drives, notes, reminders, and documents. Everything in one place, visible to the entire team.
Swivex connects with your Outlook or Gmail account. All emails, incoming and outgoing, are automatically assigned to the right customer. You never have to search through the entire inbox again. Everything is directly visible with the customer.
The artificial intelligence reads all emails written with a customer over the years and summarizes the key points in a few sentences. So your team immediately knows what was discussed, without reading hundreds of emails. Especially helpful when a new salesperson takes over the customer.
When a customer buys a car via leasing, you can store the contract directly with the customer: duration, monthly rate, and outstanding balance at the bank. You always see when the lease expires and how much is still outstanding.
Six months before lease expiry, two things happen automatically: The responsible salesperson is reminded to contact the customer. And the customer receives an invitation to visit the dealership, with suggestions for matching cars. So they come to you before looking elsewhere.
Yes. Every inquiry and every test drive is automatically assigned to the customer. So you see which cars interest the customer, and the salesperson can give the right recommendations at the next conversation.
Yes. You can add notes and reminders directly to the customer, for example "call Monday" or "prefers SUVs." You can also upload documents such as contracts, IDs, or other paperwork. Everything stays with the customer, the whole team sees it.
All customer data belongs to the dealership, not the salesperson. When someone leaves, all profiles, emails, notes, and documents remain fully intact. And thanks to the AI summary, the new salesperson immediately knows what was discussed with the customer, without having to ask the former colleague.
Swivex is fully operated in Switzerland and meets all requirements of the Swiss Data Protection Act (DSG) and GDPR. Your customer data stays in Switzerland, secure and under your control.