# Automotive CRM quote worksheet

Prepared October 26, 2026. Fill with written vendor quotes and dealership inputs. Blank amounts are unresolved, not zero. This worksheet contains no vendor prices or promised return.

Dealership / stores: ____________________

Departments and workflows: ____________________

Users by role: ____________________

Systems and required actions: ____________________

Migration objects and history: ____________________

Expected monthly usage / busy-month usage: ____________________

Currency / taxes / comparison period: ____________________

## Quote identity

| Input | Vendor A | Vendor B | Vendor C |
| --- | --- | --- | --- |
| Vendor and proposed package | | | |
| Quote date / reference / validity | | | |
| Stores / users included | | | |
| Included CRM / AI / retail modules | | | |
| Billing start / contract term | | | |

## Costs and inclusion status

For each row, add the amount, billing unit, included allowance and quote reference. Label included, separately charged, not required or unresolved.

| Cost line | Vendor A | Vendor B | Vendor C |
| --- | --- | --- | --- |
| Base subscription | | | |
| Extra stores / users | | | |
| AI modules | | | |
| Voice / phone numbers / overages | | | |
| SMS / email / other usage | | | |
| DMS / retained CRM connections | | | |
| Inventory / calendar / lead-source connections | | | |
| Third-party data-feed fees | | | |
| Implementation and configuration | | | |
| Contact migration | | | |
| Opportunity / task / history migration | | | |
| Training / internal implementation time | | | |
| Temporary old/new subscription overlap | | | |
| Required tools retained afterward | | | |
| Old agreement exit / remaining commitment | | | |
| Taxes / currency conversion | | | |
| Known first-year subtotal | | | |
| Unresolved costs preventing a final total | | | |
| Complete first-year total | | | |
| Ongoing annual cost | | | |

First-year total = recurring fees for the applicable months + usage and third-party costs + one-time implementation/migration/training + overlap and exit costs.

Ongoing annual cost = a full year of recurring fees + usage + retained third-party costs. Do not repeat one-time fees or multiply annual fees by twelve.

## Terms and acceptance

| Requirement | Vendor A | Vendor B | Vendor C |
| --- | --- | --- | --- |
| Supported records and read/write directions | | | |
| Failed-action owner and recovery process | | | |
| Phone number ownership / portability | | | |
| History / attachment / export scope and fees | | | |
| Support hours and scope | | | |
| Renewal change / cancellation notice | | | |
| Customer → opportunity → task demo completed | | | |
| Booking / rescheduling / cancellation verified | | | |
| Connected-system result verified | | | |
| Unresolved requirements and responsible person | | | |

## Value review

Baseline period and workflow: ____________________

Measure opportunity ownership, overdue work, attended appointments and completed sales/ROs where attributable data is available. Record staff capacity separately from actual expense reductions. Do not assume booked appointments equal incremental profit.

More guidance: https://www.useclearline.com/blog/automotive-crm-pricing