Industry · Manufacturers and dealer networks
In dealer management software, the lead gets an owner,
head office keeps track of it.
Corex360 is a business application that keeps the leads, quotes, and contracts that a manufacturer or distributor handles with its dealers on one customer record; the dealer's invoices are raised in the Accounting module, which shares its core with the customer card. An incoming lead is assigned an owner. Quotes are prepared with the head office price list and terms and, where needed, pass an approval step before they go out.
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A Monday at a manufacturer's head office · illustrative
The regional manager calls round, dealers tell the same story a third time.
Monday morning at the head office of a heating and cooling equipment maker. A lead has come in through the website from Eskişehir; the region's dealer is out in the field today. Another dealer has left a model photo and a voice note on WhatsApp: this colour, next week. The regional sales manager has started the weekly round, asking every dealer the same question: what have you got this week?
Once a lead is forwarded to a dealer by email it disappears; hearing from nobody, the customer writes to another brand. Prices change at head office while one dealer is still quoting from last season's PDF; the mismatch only shows when the order lands. A dealer with overdue payments gets a new shipment, because the salesperson talking to them never sees accounts' screen.
In Corex360 a lead is assigned an owner. Quotes are prepared with the head office price list and terms; if approval is needed, the quote does not go out until it is approved. The contract sits in the card's Contracts tab; invoices for the dealer are raised in Accounting, on that same core. Access is role-based.
Workflow
How does a lead move from head office to the dealer and the end customer?
In a dealer network work flows both ways: head office passes leads to dealers, and dealers come back to head office for quotes and orders. The table shows each step in both directions and where it sits in Corex360. The rows run from the lead that reaches head office to the unanswered lead, from the quote and price list to the contract and invoice, and from a new dealer to the end customer.
| Stage | In most firms today | In Corex360 | Read more |
|---|---|---|---|
| Lead at head office | The lead is forwarded to the dealer by email, and after that nobody can see it. | The lead is assigned an owner, and the record shows who has it. | Unify your channels |
| Unanswered lead | A lead nobody answered surfaces only when the region's results arrive; until then nobody asks. | When a lead goes unanswered X AI opens a task and assigns it; your own rule says who takes the lead over. | Messaging module |
| Quote and price list | The dealer quotes from an old PDF, and the gap appears when the order arrives. | Quotes are prepared with the head office price list and terms; a quote that needs approval waits at the approval step. | CRM module |
| Contract and invoice | The dealer's balance and due dates sit with accounts; the salesperson talking to the dealer cannot see them. | A new dealer's agreement is filed under Contracts on that dealer's own card; invoices to the dealer are raised in Accounting, which runs on the card's core. Access is role-based and every access is logged. | Accounting and HR |
| New dealer | A new dealer's first months leave no record; a problem becomes clear only once the dealer stops getting in touch. | The dealer's contract and signed paperwork are stored in Corex Drive, linked to the dealer's card; its region and training are written on the card as notes, and its first leads are followed there too. | Corex Drive |
| How dealers are doing | The regional manager calls dealers one by one, and the calls leave no record. | X AI sends a report every morning, listing quotes with no reply and tasks opened when a rule broke. The regional manager reads what is waiting there instead of calling dealers one by one. | Managers |
| End customer | The end customer's name and address are written down only at the dealer, so head office cannot tell who uses its product. | Everything about the end customer, from contacts to signed contracts, is filed on a single card of its own, and each conversation is added there as it happens. The dealer sees only the records within its role. | Dealer network management |
Real screen
The dealer and the end customer are both records.
In Corex360 each dealer in a dealer network is a company record: the dealer agreement and every exchange with that dealer are kept together on the dealer's card. The end customer the dealer brings is a separate customer card. Because warranty, service, and renewal run in that customer's name, head office reads who has its product from that card; each role sees only the cards within its scope.
- Contacts
- Opportunities
- Quotes
- Contracts
- Finance
Follow-up
How does a lead avoid going unowned?
Routing breaks most often in the first hours. Corex360's assistant X AI follows rule-bound work and opens and assigns a task when something slips; head office watches the dealer's records in order to help the dealer. For example, if the owner does not answer an assigned lead X AI opens a task, a quote that needs approval waits at the approval step, and if a sent quote gets no reply the matter shows in the morning report.
- What happened
- A lead was assigned an owner
- What is missing
- The owner has not replied
- In Corex360
- X AI opens a task and assigns it to the owner
- What happened
- A quote was prepared
- What is missing
- The terms need approval
- In Corex360
- The quote waits at the approval step; once approved it goes out and is filed on the card
- What happened
- A quote was sent
- What is missing
- No reply from the customer
- In Corex360
- X AI shows it in the morning report and drafts a reminder; sending is your call
The trade's vocabulary
Which terms are used in a dealer network?
The contract and daily work between a manufacturer or distributor's head office and its dealers are discussed in these terms: dealer, distributor, territory exclusivity, price list, dealer account, and first-line support. When head office and the dealer use the same term, territory exclusivity and the price list are read as the contract means them. The definition of a dealer network is in the glossary.
- Dealer
- A firm that sells to end customers on behalf of a manufacturer or distributor, and often also takes on installation and the support customers reach first.
- Distributor
- An intermediary that buys from the manufacturer in large lots and supplies the outlets in a region.
- Territory exclusivity
- A contract clause stating that only a given dealer sells the product in a region; it also shapes who sees which records.
- Price list
- Head office's current prices for dealers and end customers; when an old version stays in circulation, quotes and orders stop matching.
- Dealer account
- The account showing a dealer's balance and due dates; when it is not in front of whoever talks to the dealer, shipment decisions go wrong.
- First-line support
- The support the customer reaches first; the dealer provides it and passes technical issues to head office.
Limits
What does Corex360 do in a dealer network, and what is decided with you?
In a dealer network, Corex360 keeps the lead passed from head office to the dealer, the dealer's quote, and the signed contract on one customer record; it assigns each lead an owner and has quotes prepared with head office's single price list. Ordering, stock, and shipping are outside the scope described. Dealer access, which role sees which record, who a lead is assigned to, and when a quote needs approval depend on how your firm works and are decided with you.
What Corex360 does in this industry
Keeps leads, quotes, and contracts on one customer record between head office and dealers.
Assigns each lead an owner, and has quotes prepared with head office's single price list.
Ordering, stock, and shipping are outside the scope described for a dealer network.
Topics for the demo
How dealers access Corex360 and which leads they see; usually according to the territory and exclusivity agreement.
Which roles see the Finance tab; access is role-based and every access is logged.
Which owner a lead is assigned to, and who it goes to if left unanswered.
The quote flow: price list, terms, and when a manager's approval is required.
See it with your own dealer network.
In the demo we discuss your own lead flow, quote flow and one of your regions; we prepare it with your channels. In the call you watch a lead that reaches head office being assigned to a dealer, the quote being prepared with the price list, and an unanswered lead showing in the morning report, using an example from your own region. You can reach us through the demo form or WhatsApp.
Related pages
Where else is dealer network work explained on other pages?
How a lead from a dealer reaches head office has its own blog post, and unifying channels in one inbox is on the need page. Head office's morning report is on the manager role page, and choosing quote tracking software has a post of its own; there is a partner page for anyone who wants to become a Corex360 dealer, and a showroom page for the store side where dealers sell to end customers.
FAQ
What firms with dealer networks ask us.
What is a CRM for manufacturers with dealer networks?
For manufacturers with dealer networks, a CRM (customer relationship management) is software that keeps on the same records which dealer a lead at head office was passed to, the quote given, the contract with the dealer, and the correspondence with the end customer. It does not replace an order, stock, or shipping program; it keeps the trail of leads and quotes from getting lost between head office and dealers.
How do manufacturers with dealer networks use Corex360?
It keeps the lead that reaches head office, its assignment to a dealer, the quote, the contract, and the end customer's conversation history on one customer record. Head office sees whether a lead reached the dealer and what the dealer did with it from the record, without phoning to ask.
How should manufacturers with dealer networks choose a CRM?
Look first at how a lead is passed to a dealer and what head office sees after that. Ask whether a role decides which records a dealer can see, whether quotes are prepared on the current price list, and where a regional manager reads the status without calling round the dealers. If you run a separate order and stock system, ask before you buy how the two will work together.
How is it decided which dealer a lead goes to?
An incoming lead is assigned an owner. Your team does the assigning: it checks your territory and exclusivity agreements and gives the lead to the right dealer's owner. The dealer sees only the records within its role.
Can a dealer see financial information?
Each dealer agreement is kept under Contracts on the dealer's card; dealer invoices are raised in Accounting, on the same core as that card. In Corex360 access is role-based and every access is logged, so who opened which record can be read afterwards.
How do we stop quotes going out on an old price list?
In Corex360 quotes are prepared with the head office price list and terms. When one price list is kept at head office, quotes to dealers come from the same source; a quote that needs approval does not reach the customer until it is approved.
What does a regional manager see without calling round?
In the X AI morning report the regional manager sees quotes with no reply and tasks opened when a rule broke. At any step that calls for a decision, X AI pauses the work and checks with you. Dealer meetings open the record and work from it, and head office asks dealers what they need instead of what they did.
Is this page the same as the Corex360 dealership?
No. This page is for manufacturers and distributors running their own dealer networks. Corex360's own dealer model is a separate subject; the details are on the Dealership page.
Other industries
Working in another industry?
Corex360 industry pages show how the same customer card fills up in different trades: pool and spa, architecture practice, construction, showroom and store, technical service and maintenance, manufacturer and dealer network. Each page gives that trade's stages, where work most often breaks, the follow-up rules and the trade's own terms in the same order; the core is the same in every industry.