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Rillo CRM · Cars

Every buyer. Every trade. Every follow-up.

The buyer, the car they came for and the one they left in.

  • From $49 a seat
  • 30 days free, no card
  • Try it

A preset changes the words, the stages and the tools. The records stay.

rilloapp.com/garner-auto-sales/home
CRM Search people, notes, quotes 3 waiting

Good morning, Tammy

Today

Your daily brief is ready 11 be-backs are due a call today. Fatima Murray has a trade-in offer waiting on your call. 14 internet leads have not been touched in 5 days.
11 Be-backs due 9 Deals working 14 Leads gone quiet
3 calls queued Built from what's overdue and gone quiet. Samuel Norton first.
Lead Generator Daily report Start a trip Debrief a call
Today
9:00 2019 Silverado trade-in · today Brief ready: the open buyer's order is 12 days old Brief
11:30 Noah M. · 2023 Equinox, test drove Confirm the visit Call
› More on your day
Your week
Touches 31
Sold 6 · $184,000
Trailing 7 days, from the records in your own workspace.
HomeExpand · Close
Your daily brief is ready 11 be-backs are due a call today. Fatima Murray has a trade-in offer waiting on your call. 14 internet leads have not been touched in 5 days.
Today
9:00 2019 Silverado trade-in · today The open buyer's order is 12 days old Brief
11:30 Noah M. · 2023 Equinox, test drove Confirm the visit Call
2:00 Edgar A. · 2021 Tacoma, be-back Quote expired, follow-up drafted Review
Waiting on your yes 3 waiting
✓2023 Equinox, test drove · Monday Visit notes filed, next step set Approve
✓2019 Silverado trade-in · today The buyer's order and a follow-up, drafted Approve
✓2021 Tacoma, be-back · today A come-back note, drafted Approve
Ask Rillo Fatima · today+ New chat
RILLO

Hi Tammy. You have 9 open, 14 have gone quiet, 2 follow-ups are due today. Want the list?

Helpful · Off the mark
Appraised the trade-in for Fatima Murray, a 2019 Silverado with 84,000 miles. Offer 22,500 and call him Friday at four.
RILLO

Got it. Here's what I wrote, waiting on your yes:

Contact updated Fatima Murray, Buyer · Trade-in
Note filed 2019 Silverado, 84,000 miles. 22,500.
Follow-up set Call Fatima about the trade-in offer, Friday 4:00 PM
Draft written Offer text to Fatima, waiting on your tap
+Message Rillo, or talk

Prospects

128 active

Prospects 128 Buyers 38 Coworkers 3 Edit
Name Company Last touch Next
Fatima Murray 2019 Silverado trade-in Today Fri 4:00 Offer out
Noah Metz 2023 Equinox, test drove 3 days Today 11:30 Working
Edgar Alberto 2021 Tacoma, be-back 22 days Today 2:00 Gone quiet
Lisa Volpe Internet lead, 2024 Civic 8 days Fri Lead
Samuel Norton 2018 F-150 trade-in 41 days·Stale
Saved views New view
14 Leads gone quiet Who to call before someone else does Open
11 Be-backs due From your own records Open

Trips

Talk to Rillo as you spend. It writes the report.

Scan a receipt+ New trip
Just say it."Dinner was 47 with Fatima." "Filled up, 68 in gas." "Drove 220 miles today." Rillo files it against the open trip, ties it to the customer, and flags anything over per diem.
East Valley loop · today Open
$Gas · $68.10 Filed to the trip · under per diem Receipt
mi 220 miles $154 at $0.70 · 3 stops Map
$Dinner · $47 2019 Silverado trade-in · flagged: over $30 Fix
Last week · 3 days out Filed
$$412 across 9 receipts Every receipt read by Capture, tied to its customer Report
mi 640 miles $448 at $0.70 · 11 stops Map

Search

People, companies, notes, quotes, receipts, calls. One box.

Recent Clear
⌕2019 Silverado trade-in · today The account, its people, 12 notes and the open buyer's order Open
⌕Lisa V. · Internet lead, 2024 Civic Card scanned last week, asked for pricing Friday Open
⌕Samuel N. · 2018 F-150 trade-in Last note: call after budget Open
Ask it the way you would say it
? Who have I not called in a month? 14 buyers, from your own records Ask
? Be-backs due this month 11, from your own records Ask
? Receipts from this week 4 receipts, $214, filed to the trip Ask

Call queue

Built this morning from what's overdue and gone quiet.

1 Samuel N. · 2018 F-150 trade-in 41 days quiet · last: "call after budget"Call
2 Edgar A. · 2021 Tacoma, be-back 22 days · buyer's order expired Call
3 Lisa V. · Internet lead, 2024 Civic Asked for pricing Friday Call
Done today
✓2019 Silverado trade-in · today Called, buyer's order sent, follow-up Friday Open
✓2023 Equinox, test drove · Monday Visit logged by voice, next step set Open
Why this order

Longest quiet first, then quotes about to expire, then the callbacks you promised.

Rebuilt every morning from your records.

Capture

Photo it, it's a record. Works offline. 10 kinds in this preset.

Internet lead, 2024 Civic
Lisa Volpe Buyer
480-555-0118 · lisa@example.com
Try it

Point the phone at a card. Rillo reads it, matches the company, and files the contact to your People and your Rillodex. Nothing typed.

Lisa Volpe added Internet lead, 2024 Civic matched · in People and your Rillodex · follow-up drafted
Receipt

Parts or shop receipt

A parts invoice or shop receipt.

VIN

VIN or plate

The VIN sticker on the door jamb, the dash plate or the license plate.

Photo

Work order photo

Before and after photos on the vehicle or the work order.

Document

Buyer's order or title paperwork

A buyer's order, we-owe, appraisal or title sheet.

Quote

Competitor quote or desking sheet

A competitor quote a shopper brought in, or a handwritten desking worksheet.

Plate

Equipment nameplate

The data plate on a piece of equipment: brand, model, serial and ratings.

Certificate

Tool or equipment certificate

A calibration, inspection or compliance certificate.

Barcode

Barcode or serial

A label with a barcode or serial number.

Card

Business card

A card from a customer, vendor or contact.

Note

Handwritten note

A note from a pad, a whiteboard or a napkin.

Coach

Scored debriefs, and what to say next time.

Last 10 calls 7.8+0.6
Asked the timeline 6/10+2
Next step set 9/10+1
8.5 2019 Silverado trade-in · today Strong on discovery. Missed the timeline question. Open
7.0 2023 Equinox, test drove · Monday Good close. Price came up too early. Open
6.5 Edgar A. · 2021 Tacoma, be-back Talked before asking what they need. Open
Say this next time
→Ask when they need it before you talk price From the two calls where price came up first
→Name the next step before you hang up It moved 9 of 10 calls forward this month

Pipeline

Biggest open deals All deals
$Samuel N. · 2018 F-150 trade-in $24,000 · quoted, waiting on budget Open
$Noah M. · 2023 Equinox, test drove $18,400 · verbal yes, paperwork Friday Open
$Lisa V. · Internet lead, 2024 Civic $9,600 · new, pricing sent Friday Open
Slipping
! Edgar A. · 2021 Tacoma, be-back Quote expired 3 days ago. A follow-up is drafted for your yes. Review

Toolkit

What this preset carries. Layout lets you move it.

Phone Not on yet

Rillo Phone

Your number, every call logged.

Signals

Nine watchers

Renewals, silence, permits, hires.

Inbox

Inbox

Email in, per department.

Inventory

What you stock

Units and parts, and what is due.

Hiring

Careers page

Post, applicants, hire.

Documents

Documents

Quotes, contracts, signed.

Capture

Ten kinds of capture

Card, receipt or page in.

Trips

Trips and expenses

Say the spend, it files.

Coach

Playbook

What to say next time.

Settings

Company, team, billing, connectors.

Co Company Garner Auto Sales LLC · Auto and Vehicle Sales preset · Phoenix Edit
4 Team Tammy (Dealer principal), Shaun (Sales manager), Angelica and Kate (Salespeople) Manage
$Billing 4 seats · $196 a month · Stripe Open
⇄Connectors Google Calendar, Outlook, Twilio Open
@Inbox Email in, by department Open
⇩Your data Export everything, any time Export
Who sees what
O Dealer principal Everything, money included Edit
M Sales manager The team's book and its week Edit
R Salesperson Their own book, nothing else Edit

A live demo. The laptop and the phone are one book.

9:41
Ask Rillo After the call
Done. Nothing typed.

You said Appraised the trade-in for Fatima Murray, a 2019 Silverado with 84,000 miles. Offer 22,500 and call him Friday at four.

9:42
Fatima Murray Trade-in · Buyer
Customer
Fatima Murray
Trade-in
2019 Silverado, 84,000 miles
Offer
22,500
Next step
Present the offer

Filed by Rillo. Nothing typed.

9:42
This week Follow-up added

Call Fatima about the trade-in offer Friday, 4:00 PM

Friday 4:00
RILLO now
Call Fatima Murray

Silverado trade-in. The 22,500 offer is written up.

Offer text to Fatima is ready

Talk to it

Talk after the call. The record writes itself.

Say what happened in your own words. Rillo fills in the contact, sets the follow-up and writes the email, and nothing goes out until you tap yes.

What it does for cars

Buyers and their cars

What they drove in, what they looked at, what they said about payment. Every visit under the person.

Instead of the desk log, the sticky notes

Follow-up list that builds itself

Be-backs, service customers due for an upgrade, leads gone quiet. Every morning, in order.

Instead of the CRM nobody updates

The note after the test drive

Say what happened on the lot. The record is written, the follow-up text drafted for your yes.

Instead of the evening data entry

The rest of Rillo CRM is on every seat. Everything that is built · See full pricing. Book a demo, 30 minutes with a person:

Three people use it. Same book, three views.

The salesperson talks, the sales manager sees the week, the dealer principal sees the money in cars. Nobody enters anything twice.

Salesperson · on the lot
Be-backs 4
Test drives 3
4:00 Fatima Murray, Silverado trade-in call
3 texts waiting on your yes approve
● Hold to talk
Home Queue 3 People More

Today's calls, what the buyer said last time, the text ready.

Sales manager · the desk
Deals working 9
Leads 38
Unworked 14
Angelica 5 sold this month on pace
Kate 2 sold 6 leads unworked
Team 11 be-backs due today review
Home Queue 3 People More

The desk log live, every be-back, every unworked lead.

Dealer principal · the money
Gross $184k
Units sold 31
At risk 4
Q4 forecast 96 units from records
Used 44% of gross growing
Signals 9 service customers due an upgrade new
Home Queue 3 People More

Gross by salesperson, leads by source, what is slipping.

What Rillo holds for cars

What each preset starts a workspace with.

Auto & Vehicle Sales

Calls the people buyers and each piece of work a vehicle.

Stages, fields and outcomes
Pipeline
NewContactedAppointmentTest DriveTrade AppraisalNegotiationFinancingDeliverySold
Each buyer carries
Body type, Budget min, Budget max, Payment they want, New or used, Most miles they will take, Oldest year they will take, Makes considered, Drivetrain wanted, Financing, Credit band, Trade in, Payoff owed
Each vehicle carries
Stock number, VIN, Make / model, Trim, Body type, Drivetrain, Mileage, Asking price, Cost in, New or used, Title, Year, Days on lot
A deal ends because
Sold, Bought elsewhere, Financing denied, Not ready, Price

What Coach starts from

Coach, in beta, begins with a playbook for the trade, then adds your own competitors, strengths and objections. This is the playbook it begins with.

Who you sell to

The buyer (and the co-buyer or spouse who is often the decision maker), Fleet buyer (small business vans and trucks), Sales manager (desking and approvals, internal), F and I manager (financing, internal), Used car manager (trade appraisals, internal).

How a sale runs

Up (walk-in, phone, internet lead), contact, appointment, test drive, trade appraisal, desking, financing, delivery, then the be-back and the sold-anniversary. The first 90 seconds of a walk-in set the tone; the trade appraisal is where most deals are won or lost. Typically 0 to 21 days.

What to ask first

  • What are you driving now, and what does it need to do that it does not?
  • Is there a trade, and what do you think it is worth? What do you owe on it?
  • Are you buying on payment, on price, or on the total you drive off for?
  • Who else is part of this decision, and are they here today?

What you will hear, and where to steer it

  • Carvana or CarMax will give me more for my trade. Ask for their offer in writing and match the total deal, not the trade line; a higher trade number with a higher price is the same money. Show the appraisal math out loud.
  • I need to think about it. Ask what specifically; usually it is the payment, the trade or the spouse. Solve the named one and set a dated be-back with a reason to come back (a vehicle held, a number confirmed).
  • I can get it cheaper online. Ask them to pull it up; compare the out-the-door total including delivery, fees and the trade. Sell what the screen cannot: the drive today, the trade done today, the service relationship.
  • The payment is too high. Do not lengthen the term first; ask about down payment, trade equity and the vehicle itself. Show two options, never one.

How price comes up

Vehicle price, trade allowance, down payment, term and rate; the buyer sees a payment, the desk sees gross. Doc fees and add-ons are where trust is lost.

How to follow up

An internet lead gets a call within the hour and a video walkaround the same day. A be-back gets a text the next morning with the reason to return. A sold customer gets a first-service reminder and a sold-anniversary touch; the trade-in cycle is the used lot's best lead source.

The calendar

Tax refund season (February to April) and model-year changeover (late summer) lift traffic; December is year-end incentives; January and midsummer are slow, which is when be-back work pays.

Next to what you use now.

Their prices, from their own pages.

Starts at Free to try AI
Rillo $49 a seat a month, or $39 billed yearly 30 days free, no card In every seat, no credits
SalesRabbit From $59 a user, billed monthly. Pro $75. Free Lite app; paid plans by signup or demo DataGrid AI add-on, $31 a user monthly or $19 yearly
HubSpot Free for 2 users. Professional $90 a seat billed yearly, plus $1,500 onboarding Free plan, no card Credits: $9.00 per 1,000, billed yearly

Checked on 3 October 2026. Every comparison, including where they are better.