DocumentsIn approval
3 / 4Customer, document and permission management
Connect customer and document management in one record.
Manage contact and identity data, document approvals, communication permissions and related vehicles through one shared customer profile.
Last updated:
CarDeskCustomers and documents
Active workspaceCustomers and documents
LiveIndividual and corporate profiles
Identity verification and tax data
Document upload and approval tracking
Communication consent management
Corporate customerMavi Yol Otomotiv Demo A.Ş.
Customer profile
- Contact
- Deniz Kaya
- deniz.kaya@example.com
- Phone
- 0 (555) 000 00 45
- Membership channel
- Showroom
Communication permissionsConsent checked
CurrentRelated vehiclesCustomer history
2Sub-usersCorporate account
4Upload fileCustomer activityConsent management
Leave fragmented customer data and document tracking behind
CarDesk customer and document management brings individual or corporate customer data, contact preferences, identity and tax fields, uploaded documents and activity history into one profile. Teams no longer search separate lists for related vehicles, delivery recipients or sub-users.
Complete customer profile
Manage contact, address, identity, tax, channel and owner information together.
Controlled document process
Upload documents and follow pending, approved and missing items.
Permission and activity visibility
Follow communication permissions and customer activity history in one place.
Capabilities
Tools built for the operation
CarDesk does not isolate this capability. It connects directly with the rest of the vehicle and customer workflow.
- Individual and corporate profiles
- Identity verification and tax data
- Document upload and approval tracking
- Communication consent management
- Vehicle, recipient and sub-user relationships
- Customer activity history
One customer profile
Every customer detail, document and relationship in one place
CarDesk goes beyond contact details. Individual or corporate profiles connect identity and tax fields, communication permissions, documents, vehicles, delivery recipients, sub-users and complete activity history.
Individual and corporate profiles
Manage customer type, title, contact owner, dealer, contact data, address, location and source in one record.
Identity and tax data
Keep identity verification and corporate tax fields in a structure appropriate to the customer type.
Document upload and approval
Upload files to the profile and follow document name, upload date, approval action and missing status.
Customer activity history
Keep profile changes, document actions, permission workflows and vehicle relationships traceable by time and user.
How it works
Three clear steps keep every team moving through the same process.
Create the customer profile
Record contact, identity, tax, address and source information.
Complete documents and permissions
Upload files and control approval status and communication permissions.
Follow relationships and activity
Track vehicles, delivery recipients, sub-users and every customer action from one profile.
Customer relationships
The profile is not just storage; it connects the operation
See related vehicles, purchase history, pending payments and delivery recipients in the profile. For corporate customers, connect sub-users with the main account and preserve the organization structure.
Related vehicles
Follow customer vehicle purchase and sales relationships in one profile.
Payment and transaction status
See operational statuses such as unpaid or awaiting payment.
Delivery recipients
Manage authorized vehicle recipients with the customer record.
Sub-users
Connect users operating under a corporate customer with the main account.
Common customer and document management questions
Clear answers about customer profiles, document approval, permissions and related operations.
What does automotive customer management software do?
It brings individual and corporate customer identity, contact, tax, source, ownership and activity data into one profile connected with vehicles, documents and sales.
How are customer documents tracked?
Files attach directly to the customer and document type, keeping upload date, approval status and missing items visible in one place.
Can communication permissions be managed?
Yes. Existing permission status can be checked and message, call and email consent workflows can be started from the customer profile.
Are related vehicles and delivery recipients visible?
Yes. Related vehicles, pending transactions and delivery recipients remain connected with the customer profile.
Can corporate customers have sub-users?
Yes. Sub-users can be organized beneath a corporate or dealer customer while the main account relationship remains intact.
What appears in customer activity history?
Profile changes, document actions, permission workflows, vehicle relationships and customer activity can be reviewed as a traceable history.
Simplify your operation with CarDesk.
Let’s plan a focused product walkthrough for your team.
Plan a demo