China Motor: AI for importer and dealer operations
Perspective Unity developed a custom business platform for China Motor that connects importer operations, dealer activity and aftersales. AI agents and automation help process documents, reconcile business information, support planning and coordinate the many participants involved in bringing a vehicle from supplier to customer. The platform addresses work that extends across ERP and CRM boundaries: deciding what to order, managing incoming vehicles, maintaining product data, following financial and physical movements, supporting dealer sales and organizing service after delivery.
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Client
China Motor
Industry
Automotive import, distribution and dealer operations
Services
- Product discovery & workflow design
- Custom ERP & CRM development
- Operational AI agents & automation
- Integrations, mobile workflows & implementation
The operational challenge
Automotive distribution produces a large volume of information in different formats. Orders and amendments arrive alongside specifications, invoices, payment records, transport updates and vehicle documents. Much of that information has to be understood, checked and associated with a specific vehicle, supplier, dealer or customer.
Before automation, substantial administrative effort went into entering and tracking this information. Teams had to keep vehicle data, stock movements, documents and communications aligned while the underlying situation continued to change.
The difficulty was also organizational. A shipment can involve a shipping company, a road carrier, customs representatives, inspection and damage-assessment specialists, insurers, warehouses and dealers. Delays or missing information affect the next participant in the chain.
AI document processing connected to business records
The platform uses AI agents to read diverse operational documents and help turn their contents into information the business can use. That includes orders and changes, financial information and the extensive product data associated with vehicle brands, models, variants, specifications, accessories and colours.
Document processing connects to the surrounding workflow. Information is associated with the records it affects and used in checks and follow-up actions. The value comes from reducing repeated handling across the process, rather than treating extraction as a separate clerical task.
Bank-transfer information is also read and used in reconciliation. This connects financial evidence with the commercial records and operational steps that depend on it, reducing the need for teams to chase payment confirmations across departments.
Purchasing decisions informed by demand and cash flow
The planning process considers required order quantities in relation to available cash and the needs of dealers and their customers. Managers can examine demand alongside existing stock, incoming supply and financial commitments.
This gives purchasing discussions a shared operational basis. A change in customer demand or expected delivery can be considered together with its effect on order timing and cash requirements. Experienced people remain responsible for the decisions.
Delivery coordination across multiple organizations
The platform tracks deliveries and distributes relevant updates to participants in the process. The workflow spans sea and inland transport, customs handling, vehicle inspection, damage assessment, insurance coordination and the preparation required before a vehicle reaches the customer.
Eco fees, registration and homologation form part of the wider operational picture. These activities involve their own records and responsibilities; the platform connects them to the vehicle and the delivery process.
Live visibility is supported by the information available from connected participants and sources. It helps teams act on changes while understanding which step has been completed, which is still outstanding and who needs to respond.
Vehicle data and stock movements
Maintaining an automotive catalogue requires more than a list of model names. The operation needs accurate relationships between brands, models, modifications, specifications, accessories and colours, as well as the actual vehicles held in stock.
The platform automates substantial parts of processing and maintaining that information. It also follows movements between warehouses, including receiving and releasing vehicles and the relationship between physical and accounting records.
This gives the organization a connected view of product information and individual vehicles. A stock movement can be understood in its operational and financial context.
Dealer operations that work on a phone
Dealers need current information about availability and deliveries, visibility into their own performance and tools for the daily work of serving customers. The platform supports customer communications, sales-team performance and dealer KPIs alongside the operational records.
Mobile workflows let users prepare and send offers, contracts, invoices and notifications in a few steps. The relevant information moves with the process, reducing the need to recreate documents in separate spreadsheets or word-processing files.
Feedback and communication history help the team follow up with context. Managers can see what customers are asking for, how sales work is progressing and where attention is needed.
Aftersales connected to the customer relationship
The platform extends into booking and service coordination, including work with internal and external multibrand service providers. Timely communication links the customer, the service activity and the people responsible for the next action.
The relationship continues after the sale. Customer and vehicle information can support ongoing service rather than requiring the team to reconstruct the history each time a new request arrives.
Automation during system transition
AI agents, integrations and RPA help coordinate work with existing applications. This supports automation while systems are being replaced or connected, allowing operational improvements to proceed alongside the transition.
The project illustrates a broader approach to custom ERP, CRM and core platforms: connect business knowledge, incoming evidence and the actions required to complete the work. Managers gain a basis for timely decisions, and specialists spend more attention on exceptions and customers.
What this demonstrates
China Motor shows how a custom platform can support a complex automotive operation across documents, planning, finance, logistics, dealer sales and service. Its significance is the connection between those capabilities: information read in one part of the process can support the next decision or action elsewhere.
This gives specialists more capacity to handle exceptions, support dealers and serve customers. Managers can follow the operation as it changes and make decisions with the relevant information in view.
Explore the workflows
Custom AI business platforms · Document agents · Mobile dealer workflows
Based on Perspective Unity’s delivery experience and company-confirmed live capabilities. The diagrams illustrate the scope of the platform.