From inquiry to customer
Use custom pipeline stages, lead sources, vehicle interest, follow-up dates, tasks, appointments, activity history, and notes.
- Custom pipeline stages
- Prospect-to-customer conversion
- Dealership-specific custom fields
CRM & CUSTOMERS
Follow every prospect. Protect every customer record.
Keep follow-up, identity, income, references, consents, and documents in one locally controlled record.
Detailed customer records
Maintain legal and preferred names, address, housing, employment, income, obligations, references, consents, and local files.
- Driver-license details
- AAMVA barcode intake with manual review
- Archive with preserved history
Protect the sensitive fields
Full SSNs are protected through the separate Owner Vault workflow and device-local encryption.
- Vault-protected full SSN
- Individual staff accounts
- Customer View isolation
See whether ClozBox fits your dealership.
Join the first-release waitlist or request a practical product walkthrough.