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AND AFTER THE DEAL: A FULL AFTERSALES CRM

More than dealer evidence.
An Aftersales CRM built for brokers.

When a complaint arrives, your team needs more than an inbox and a spreadsheet: customer profiles, owned cases, tasks, investigation positions and cost records, right next to the dealer evidence.

  • No more cases living in one person's inbox
  • No more rebuilding the story at handover
  • No more guessing who owns the next step
See what is inside a case
Aftersales BoardIllustrative demo
Search customers, cases or dealers

New

CX-0141Commission disclosure queryAK Owner assigned
CX-0143Vehicle fault after purchaseRM Owner assigned

Investigating

CX-0137Affordability concernJT Owner assigned

Awaiting info

CX-0129Settlement figure disputeAK Owner assigned
Fictional cases and initials. Not live data.

Six workspaces. One Aftersales operation.

  • CustomersCustomer details alongside the complaint, ready for your team's next conversation.
  • Aftersales BoardA clear view of cases by status, with ownership visible.
  • Aftersales workloadSee who is carrying what, and rebalance before it slips.
  • CostRecord costs and financial outcomes against the case they belong to.
  • Open AftersalesA working list of live cases with owners and status.
  • Address BookDealers, lenders and contacts kept in one place for the team.

Every case, the whole story.

Open a complaint and the team sees the same thing: who raised it, who owns it, what has been said, what it has cost and what happens next.

Configured around your team
  • Access and available workflows are confirmed during onboarding.
  • Task targets are internal work targets, not regulatory deadlines.
  • Recording a communication does not send it, and recording a cost or outcome does not make a payment.
  • Your organisation remains responsible for its regulatory obligations.
  1. Intake, status and ownershipLog the complaint, assign an owner, move it through status. Everyone sees who holds it.
  2. Tasks and internal targetsAssign tasks with your own internal work targets, so the next step is always named.
  3. Investigation positionsRecord what the customer, dealer and lender say, side by side, as the case develops.
  4. Recorded communicationsKeep a record of calls, letters and emails you have had about the case.
  5. Notes and historyCase notes and a running history, so a handover never starts from zero.
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What changes for your team

Six practical benefits of one shared case record.

Customer context, named ownership and recorded follow-ups, alongside dealer evidence.

Customer history in one place

Keep customer details and linked cases together, so your team can see the context before responding.

Clear ownership and visibility

See open cases, their status and who owns the next step, instead of relying on individual inboxes.

Follow-ups your team can manage

Assign tasks and internal work targets, making outstanding actions easier to see and prioritise.

Communications in context

Record calls, emails and letters alongside the case, so colleagues can review what has already been said.

More consistent handovers

Bring notes, investigation positions and case history into the same record when another colleague takes over.

A clearer view of case costs

Record costs and financial outcomes against the case they belong to, rather than keeping separate spreadsheets.

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Aftersales CRM at a glance

Every complaint owned, timed and linked to the dealer.

Cases are timed against your own internal targets, owned by a named colleague and linked to the dealer they concern, so complaint patterns feed back into dealer intelligence.

  • Customer management
  • Complaint cases
  • SLA monitoring against your internal targets
  • Tasks and ownership
  • Recorded communications
  • Evidence and documents
  • Costs and outcomes
  • Dealer-linked intelligence
Aftersales SLA overviewIllustrative
Within internal target
74%
Approaching target
19%
Past internal target
7%
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Why invest in ShareGuard? Value before and after the deal.

Before fundingDealer intelligenceCompany, regulatory, financial, online and outcome signals in one dealer record.
After the dealAftersales CRMCustomers, cases, owners, tasks, positions, communications and costs in one place.
For your teamOne login, one picturePut your investment to work beyond the dealer check: organised cases, clearer handovers and less time hunting for the next step.
For brokers Back to the platform overview
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Every complaint owned, timed and linked to the dealer.

See the Aftersales CRM alongside dealer intelligence, walked through by our team.

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Aftersales board, SLA figures and case references are fictional illustrative demo content.