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
Trigger
Running
Completed
Car soldCRM

The customer is automatically captured at purchase.

Running
Completed
What is stored with the customer?Profile

Everything about the customer, automatically collected.

Contact & emailsOutlook/Gmail
Cars & leasingContracts
Inquiries & test drivesInquiries
Documents & notesDossier
Running
Completed
AI summarizes all emailsAI

The AI reads all emails and summarizes the key points.

Running
Completed
Lease expiring soon: What happens?Reminder

Six months before lease expiry, this happens automatically:

Salesperson is remindedCall
Customer receives invitationInvitation
Matching cars suggestedSuggestion
Running
Completed
Customer comes backRepeat purchase

Contacted on time. The customer buys from you again.

Comparison

Your dealership: without and with customer management

Toggle and see what changes with Swivex customer management.

Customer data scattered everywhere

Emails in the inbox, notes on paper, phone numbers on the phone. No salesperson knows what a colleague discussed with the customer. The next call starts from scratch.

12%
Customer data in one placeContact, emails, cars, and documents

Searching for emails? Good luck in the inbox.

What did we write to the customer? When was the last contact? Every salesperson has to search through the entire inbox or ask a colleague who might not even be there anymore.

8%
Emails with the customerOutlook & Gmail automatically assigned

Leasing expires, and nobody notices.

No system reminds you that a leasing contract is about to end. The customer starts searching on their own, goes to a competitor, and buys there. You never find out.

3%
Leasing remindersSalesperson and customer reminded on time
Without customer management, dealerships lose regular customers to competitors every year because nobody notices that a lease is expiring and contacts the customer in time.
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
Emails from Gmail assigned
Customer profileCustomer no. 1892
KM
Klaus Müller
Regular customer
+41 79 412 33 71
k.mueller@gmail.com · 23 emails
Vehicles & Leasing
BMW M5 Competition
Leasing · expires Aug. 2025
CHF 128,900
VW Golf GTI
Purchased · 2020
CHF 32,500
Lease expiry in 6 months · contact customer
AI summary created
Klaus Müller
Customer profile
Regular customer
Emails23 (Gmail)
Lease expiryAug. 2025 ⚑
Rate / monthCHF 1,280
Documents4 files
Lease expiring soon
Klaus M. · please call · show matching cars
Reminder
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.