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For independent dealers

One system instead of five.

For a small team, every extra tool is another place to re-key the customer. Spectra runs enquiry to invoice on one platform, with an assistant for look-ups and drafts.

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A customer record with contact details, the order, balance due, vehicles, open tasks and recent activity on one screen.

Where the day goes. And what Spectra does about each part of it.

  • A spreadsheet for stock, a CRM, a diary, an accounts package and none of them agree.

    Stock, customers, deals, the workshop, parts and the ledger share one customer and vehicle record. A quote, an order and a workshop job belong to the same person.

    CRM and marketing

  • Nobody has time to write replies, adverts and follow-ups.

    Mail drafting writes the reply from the thread and the customer's record. Content Studio writes adverts from verified specs. The assistant creates tasks and looks things up when you ask. Spectra AI is included in every plan.

    Communications

  • Looking as polished as the big groups online.

    Dealer-branded customer pages for quotes, e-signing, payment and parts order tracking. On Professional, add health check approval, a customer portal, storefront and website tools.

    Storefront and portals

  • Paperwork piles up: invoices, job sheets, remittances.

    On Professional, AI Document Import reads a PDF or image, lets you review the data and recommends an action such as a purchase invoice, a job or a payment. It runs only when you approve.

    Finance and VAT

  • Compliance is one more thing on the owner's plate.

    Handover checks, a complaints register with 7-day and 28-day deadlines and an NCC assessment pack support NCC Code of Practice requirements without a separate tool.

    Compliance and NCC

A day in Spectra. One working day, and the module behind each part of it.

  1. 08:30

    Ask instead of searching.

    The owner asks the assistant which deals are still at enquiry. It lists them and creates the follow-up tasks when asked.

    CRM and marketing

  2. 10:00

    A reply written for you.

    Mail drafting reads the thread and drafts the reply. The owner fills the quote link and presses Send.

    Communications

  3. 13:00

    A quote that includes the trade-in.

    The customer accepts online and pays a deposit once DNA Payments is connected.

    Sales and deals

  4. 16:00

    Book the job and remind them about the next one.

    The booking wizard books the customer's service, and a reminder email goes out ahead of the next due date.

    Workshop

  5. 17:30

    The books in one place.

    Sales and purchase ledgers, aged debtors and VAT returns are on hand for the accountant.

    Finance and VAT

The modules you use most. Each works from the same customer, vehicle and money records.

Before you switch. Hold the system you run today against this list.

  • Enquiry to invoice on one platform
  • Spectra AI in every plan
  • Dealer-branded quote, e-sign, pay and tracking pages
  • Starter covers 5 users, 1,000 contacts and 100 active vehicles
  • Move up to Professional for 15 users, portals, storefront, Automations and Data Hub

Switching is on us: we move your stock, customers and opening balances into Spectra and train your team, in every plan.

How switching works

Questions and answers

Which plan should an independent start on?

Starter covers CRM, vehicles, finance and invoicing, email, sales and deals, reporting, lead pipeline, workshop and parts for 5 users. Professional adds vehicle lifecycle, health checks, SMS and WhatsApp, portals, the storefront, Automations and Data Hub.

Is Spectra AI extra?

No. Spectra AI is included in every plan. Some capabilities, such as the automation builder, Document Import, AI Suggestions and connecting outside AI agents over MCP, need Professional.

We are five people. Will it be too much?

You use the parts you need and leave the rest. Roles are fixed, and each sees the screens their job needs. Book a demo and we will walk your team through it.

Can I move my data across?

Yes. The Data Hub imports CSV, JSON and Excel, and Document Import helps with paper. Data Hub is part of Professional. See the switching guide.

Can I grow into more sites later?

Yes. Sites, transfers, branch P&L and consolidation are part of the platform, so you do not need to change system as you add sites.

Does it connect to my accounts package?

Spectra syncs to Xero, Sage and QuickBooks once you connect your account, and submits VAT to HMRC once you connect Making Tax Digital.

Replace five tools with one

Book a demo and we will walk your team through a normal day, from the first enquiry to the invoice.

Book a demoSee pricing

Spectra. The DMS for leisure dealers.