New Feature: Campaign Manager Top-Up Scheduling

You can now select both a start and end date when adding spend, allowing for more accurate planning and smoother execution.

Google Integration
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For system access and queries please contact support@ix.co.za  |  Smart Manager works best with Google Chrome.
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ManagerOverview
Client Onboarding
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System Config
Home/Client Onboarding

Client Onboarding Portal

Complete your setup to get started — fast & accurate dealership onboarding

Secure & Confidential
Step 1 — Find or add a client
Propose New Client

Fill in the details below to register a new dealership client.

Client not found? Propose new client
Step 2 — Select payment type
Client Pays
Dealership pays directly
Sponsored
Another dealership sponsors this
Step 3 — Sponsor details
Sponsor not found? Propose new sponsor
Client Onboarding
Setup Sections
0%
~30 min remaining
Back to Overview/Client Classification

Client Classification

Client type, dealer group, and franchise details

You are in Review Mode — this section has been submitted by the client and is awaiting your approval.

Help us understand your business structure
Understanding Groups & Types

OEM Groups: The brand the dealership is authorised to sell (e.g. Toyota, BMW).
Dealer Groups: Multiple franchises under one corporate group (e.g. Motus Holdings).
Preowned Dealer Group: Multiple preowned-only dealerships under one group with no franchise affiliation.

Franchise Dealer

Authorised brand dealer — single or multiple brands

Group Client

Multiple franchised dealerships under one group

Preowned Dealer

Independent preowned — no franchise affiliation

Preowned Dealer Group

Multiple preowned dealerships under one group

Franchise Details
Single Franchise
One OEM brand
Multi-Franchise
Multiple OEM brands
Group Client Details
Preowned Dealer Group Details
Preowned Dealer Group

No OEM franchise selection required. Proceed to the next section to capture dealership details.

Preowned Dealer Details

No OEM or franchise selection required for standalone preowned dealers.

Not sure about something in this section? Get help →
I'm not sure / I need help
Refer to someone at the dealership

Send a link to the relevant person at the dealership to complete this section

Ask iX to contact me

Flag this section for follow-up — an iX team member will reach out shortly

Additional Notes
0/500
Section Approval
iX reviewer — confirm classification is correct
Back to Overview/Client Information

Client Information

Dealer details, billing entity, main contact

You are in Review Mode — awaiting your approval.

Pre-populated from system Auto-filled

Information we already have for this client has been loaded below. Please review and update if needed.

Primary Business Information
0/500
Not sure about something? Get help →
I'm not sure / I need help
Refer to someone at the dealership

Send this section to the relevant person to complete

Ask iX to contact me

Flag for iX follow-up

Additional Notes
0/500
Section Approval
iX reviewer — confirm dealership details
Back to Overview/Primary Contact

Primary Contact

Main point of contact during onboarding

You are in Review Mode — awaiting your approval.

Pre-populated from Step 1 Auto-filled

Contact details entered on the landing page have been loaded. Review and update as needed.

Primary Contact Information
Not sure about something? Get help →
I'm not sure / I need help
Refer to someone at the dealership

Send this section to the relevant person to complete

Ask iX to contact me

Flag for iX follow-up

Additional Notes
0/500
Section Approval
iX reviewer — confirm contact details are correct
Back to Overview/Billing & Finance

Billing & Finance

Finance contact, payer details, sponsored billing

You are in Review Mode — awaiting your approval.

Pre-populated from Step 1 Auto-filled

Billing details from page 1 have been loaded. Please review and complete the remaining fields.

Billing & Finance Details
— Billing Entity Details
Finance / Accounts Payable Contact
Payment Method
Payment Policy

All independent dealers are set up on Debit Order by default. Large groups requiring invoice billing must request this from their iX account manager.

Debit Order
Automated monthly debit
Invoice
Permission required

Invoice billing requires approval from your iX account manager. To request this, contact Sarah Botha at sarah@ix.co.za or use the Request Help button in the sidebar.

Banking Details for Debit Order
Not sure about something? Get help →
I'm not sure / I need help
Refer to the accounts department

Send this section to the finance team at the dealership

Ask iX accounts to contact me

Flag for iX accounts team follow-up

Additional Notes
0/500
Section Approval
iX reviewer — confirm billing details
Back to Overview/Key Contacts

Key Contacts

Main contact, DP, stock controller, sales & marketing managers

You are in Review Mode — awaiting your approval.

Pre-populated from system & setup Auto-filled

Contacts we have on file and contacts entered during setup have been loaded. Please review, confirm, or update each person.

Internal Dealership Roles

Review and confirm key team members. Each person's designation determines their access level and reporting in SmartManager.

Not sure about a contact? Get help →
I'm not sure / I need help
Refer to the relevant person

Send this section to someone at the dealership who can confirm contacts

Ask iX to contact the dealership

iX will follow up with the dealer to confirm contacts

Internal Dealership Information
0/500
Section Approval
iX reviewer — confirm team contacts
Back to Overview/Marketing & Social Media

Marketing & Social Media

Website, Google Business Profile, Facebook, Instagram & more

You are in Review Mode — awaiting your approval.

Pre-populated from system Auto-filled

URLs we already manage for this client have been loaded. Please verify and update any that have changed.

Website Information

Provide details about your dealership website and hosting.

Managed by iX

This website is hosted by iX. URL pre-populated from our records.

Notes — Website
Social Media & Online Presence

Provide your social media profiles and Google Business Profile.

Verification Email Sent

Our support team has been notified and will verify the information with your dealership.

Notes — Social Media
Not sure about something? Get help →
I'm not sure / I need help
Refer to the Marketing team

Send this section to the dealership's marketing contact

Ask iX to contact me

Flag for iX team follow-up

Section Approval
Back to Overview/Stock & DMS Setup

Stock & DMS Setup

Dealer Management System, stock feeds, portals & integrations

You are in Review Mode — awaiting your approval.

Technical Setup Section

This section is more technical in nature. If the person filling in this form is unsure, please use the "I don't know" option below to refer to the relevant person at the dealership or request iX to follow up.

Dealer Management System (DMS)
Request Stock Feed Authorization

We'll send a pre-populated email to your DMS requesting authorization to feed your stock to our platform.

Authorization request sent!

We'll follow up with your DMS provider.

Stock Information

Provide details about your vehicle stock and where you advertise.

Select all portals where you advertise your vehicle stock

0/500
Integration Support

Our technical team will review your requirements and contact you to discuss the best integration approach for your dealership.

Not sure about technical details? Get help →
I'm not sure / I need help
Refer to the IT / Technical person

Send this section to the dealership's IT contact or DMS administrator

Ask iX technical team to contact me

Our technical team will reach out to gather these details

Additional Notes
0/500
Section Approval
iX technical reviewer — confirm stock & DMS setup

Onboarding Complete!

All sections have been submitted. Your iX team will review and reach out within 1–2 business days.

Confirmation sent

A confirmation email has been sent to the primary contact and to support@ix.co.za.