Automotive Dealer Lead Portal & CRM

I need a modern, cost-effective web portal that small and mid-size car dealers can use to collect every lead they receive, communicate with prospects, and manage their entire sales pipeline from one place.

Core scope
• Omnichannel conversations – the system must let staff send and receive both text messages and emails from inside the dashboard. (I’m happy to connect through APIs such as Twilio or SendGrid if that speeds things up.)
• Full CRM backbone – customer data management, detailed lead tracking, and basic sales-forecasting dashboards are all required so a store can see where every opportunity sits and what revenue to expect next month.
• Cross-device access – the primary interface will be a responsive website, but I also want streamlined mobile access, whether that’s a companion app (iOS / Android) or a robust progressive web app.

Workflow I’m picturing
1. Vendors push leads into the portal via API or CSV upload.
2. Salespeople engage those leads instantly through embedded texting or email.
3. Every touch is logged against the customer record, feeding real-time reporting on lead quality, salesperson performance, and projected sales.

I’m open on the tech stack, provided it’s secure, fast, and easy to scale. If you’ve built similar SaaS tools with React, Vue, Laravel, Node, or comparable frameworks, that’s a plus—but I’m more interested in clean architecture, intuitive UI, and the ability to iterate new features quickly as we add dealers.

Please outline:
• The high-level architecture you’d propose
• Third-party services or libraries you’d integrate for messaging and email
• Milestones, from clickable prototype through final deployment and hand-off

I want a partner who can get an MVP into dealers’ hands quickly and then stay involved for enhancements as we grow. If this sounds like your wheelhouse, let’s discuss your approach and timeline. Show More