Vehicle order, handover and service
The account manager tracks the configuration and confirmed order status. After handover, the service team can see the VIN, agreed inspection dates and the owner’s contact channel.
Custom Development
CRM for EV Manufacturers
EV manufacturers need to link the chosen configuration and order to the vehicle handed over and its subsequent service. We’ll build a CRM where sales and service teams share a vehicle record and manage their own tasks.
What gets lost between an EV order and the first service visit
- Direct online sales need a smooth process from configuration through checkout and delivery.
- Long production and delivery lead times call for regular customer updates.
- Software updates, diagnostics and servicing turn a one-time sale into an ongoing customer relationship.
- The charging network adds new points of contact: subscriptions, payments and fault reports.
- Vehicle data needs to be handled carefully and transparently within the scope of the owner’s consent.
Vehicle orders, owner handover and warranty cases
These modules can be included in the project. We’ll agree on the scope and workflow rules after reviewing your processes.
Configurations and reservations
The account manager records approval of the configuration and links it to the confirmed order. A vehicle replacement records the new VIN and handover status.
Service case
The service partner sees the agreed terms, intake status and assigned owner. After review, the outcome is shared with the vehicle owner through the selected channel.
Additional Features
- Rescheduling handover after the production plan changes
- Logistics can compare the order with the planned ready date in the production system. If the plan changes, the account manager sees which handovers need review and which date the owner was given. A new slot is recorded after confirming vehicle and handover site availability.
- Service notices by VIN
- The service coordinator can obtain the vehicle list approved by the manufacturer’s team and check current contacts before sending notices. The partner records the inspection booking and case status for each VIN. If ownership has changed, the coordinator verifies the current owner first.
- Charging network access inquiries
- If the manufacturer supports a charging service, agents can log cases with an account ID and session number. They check the session status in the network operator’s system and pass approved information to the assigned support lead. The CRM shows who will update the customer.
CRM Workflow Examples
How teams can divide responsibilities and handle exceptions after rollout.
An allocated vehicle is replaced before handover
Logistics proposes another VIN and checks the configuration. The account manager confirms the change and keeps the previous record in the history.
A service partner accepts a case
The partner uses the VIN to find the service record they are permitted to access. They add the inspection outcome and send it to the manufacturer for warranty review.
What to Include in the First Release
The pilot follows one order from approved configuration through handover and a service case. Sales tracks the configuration, logistics confirms readiness, and the service partner sees assigned cases. We’ll cover a VIN change before handover and a transfer of ownership.
Once we agree on the requirements, we design the screens, build a pilot, and try it against the agreed use cases. We plan the rollout and follow-on modules with your team.
Discuss the First PhaseDevelopment FAQ
How do we link an order to a VIN that hasn’t been assigned yet?
At the sales stage, the order has its own ID and configuration version. Once a vehicle is allocated, the VIN is added with the date and the person responsible.
Can vehicle history be kept separately from owner contact details?
Service records can be linked to the vehicle and ownership links can be dated. When ownership changes, access to personal information is reviewed separately.
Which system should we migrate EV orders and service history from?
We’ll identify the sources for orders, configuration versions, VIN allocations and service cases. In a trial migration, logistics checks orders without VINs and vehicle replacements, while service reviews permitted ownership links. Ambiguous records remain with the responsible team for confirmation.
How do we estimate a CRM for an EV manufacturer with service partners?
We’ll choose one configuration and follow the order from VIN allocation to a post-handover service case. The estimate depends on production status formats, service partner permissions and ownership changes. We’ll also decide whether charging network cases belong in the first release.
Let’s Discuss Your CRM
Tell us your industry, describe one process you want to automate, and let us know which tools your team already uses.