Documents & Archive
Every test drive agreement, sales agreement, service contract, and signed contract is automatically archived for the customer and the car. No more searching in folders, drives, and private inboxes.
The difference in daily operations
Here's how it looks with and without.
Today
Without Archive
- Documents are scattered in folders, drives, and private inboxes
- When a customer calls, you can't find the old sales agreement
- Signerede kontrakter sendes som PDF og forsvinder i Outlook
- Ved revision eller klage er det timers arbejde at samle dokumentationen
With CARRUSLiNK
Archive all in one place
- Test drive forms, sales agreements, and service contracts are archived automatically
- Each document is linked to both the customer and the car
- Search across customers, cars, document types, and date
- Versionering - se hver redigering og hvem der har lavet den
- The customer can access their own documents via signing links
- Export upon customer request (GDPR Article 15) with one click
- EU-hosting og kryptering i hvile og under transport
- Adgangsstyring pr. rolle
How it works
Three layers that make the difference in archive
Data collected
Everything about the customer, emails, cars, notes, workshop history, is collected on the customer card. No private inboxes.
Logic on top
The system sees what's missing, follow-ups, renewals, upsells, and prioritizes daily tasks for you.
Automatic action
What we can automate. SMS, emails, reminders, tasks, the system does itself. The rest goes to the right salesperson.
Documents & Archive is the backend of everything else you do in CARRUSLiNK. Every time a test drive agreement is created, a sales agreement is sent, a service contract is signed, or a document is uploaded, it automatically lands on the customer's and vehicle's timeline - correctly categorized and searchable. When a customer calls two years later asking 'what was in that agreement?', it takes five seconds to find it. Versioning means you can always see what was sent, when, and who changed what. The entire archive is hosted in the EU, encrypted, and access-controlled by role - so the sales team sees their customers, the sales manager sees the department, and the owner sees everything. If a customer needs their data provided (GDPR article 15), it can be done with one click.
See archive in action
30-minute demo - we'll show you exactly how archive works in CARRUSLiNK.
FAQ