CRM
CRM & Leads
Every lead,
captured and scored

A→D
Lead Scoring
< 5m
Response Target
Multi
Channel Capture
CRM Capabilities

Builtforthewaydealershipssell

Every lead from every channel lands in one place — scored, enriched, and routed to the right person. No spreadsheets, no sticky notes, no leads falling through cracks between departments.

Multi-Channel Capture

Leads from chat, SMS, voice, web forms, walk-ins, and third-party portals all flow into a single pipeline. Every touchpoint is attributed, timestamped, and linked to the customer record.

Automatic Lead Scoring

Leads are scored A through D based on engagement signals — response speed, questions asked, vehicles viewed, finance pre-qualification, and appointment bookings. Your team focuses on the hottest leads first.

Intelligent Routing

New leads are automatically assigned based on vehicle type, brand specialisation, team member availability, and round-robin rules. High-value leads route to senior salespeople. Service leads route to the service desk.

Activity Timeline

Every interaction — chat messages, calls, SMS threads, emails, appointments, and notes — appears on a single chronological timeline per customer. Full context at a glance.

Pipeline Management

Visual pipeline stages from new enquiry through to delivery. Drag-and-drop stage management, stale lead alerts, and conversion rate tracking per stage, per salesperson, per source.

Response Time Tracking

Real-time monitoring of lead response times across the team. Automatic escalation when a lead sits untouched past your SLA threshold. Leaderboards and reports keep the team accountable.

100%
Lead Capture
Across all channels
< 5m
Avg Response
First-touch response time
3.1x
Conversion Lift
vs. manual lead management
360°
Customer View
Unified activity timeline
Lead Journey

Fromfirstclicktohandshake

Follow a lead through every stage of the pipeline — from capture to close.

01

Capture

Web form, AI chat, phone call, or walk-in — every lead auto-captured with source attribution.

02

Score

Multi-factor lead scoring grades A through D based on budget, timeline, and engagement signals.

03

Route

Intelligent assignment to the right salesperson — round-robin, priority, or load-balanced.

04

Engage

AI handles the first conversation, qualifies intent, and books an appointment or hands off to your team.

05

Convert

Test drive booked, finance pre-qualified, trade-in valued — the deal moves through 12 pipeline stages.

06

Close

Deal signed, vehicle delivered, review requested — then the retention cycle begins automatically.

Pipeline Management
$$

Visual deal pipeline

See every deal at every stage. From first enquiry to finance approval to delivery — track progress, identify bottlenecks, and forecast revenue with confidence. Built for sales managers who need clarity, not complexity.

Explore the pipeline
7
Pipeline Stages
Enquiry → Qualified → Test Drive → Offer → Finance → Won → Delivered
Auto
Stale Alerts
Automatic notifications when deals sit idle too long
Live
Conversion Rates
Stage-to-stage conversion tracking in real time
Team
Leaderboards
Per-salesperson performance metrics and rankings

Under The Hood

CRMdeep dive

Leads are scored using a weighted model that considers recency of engagement, number of interactions, channel diversity, vehicle interest specificity, finance intent signals, and appointment behaviour. Scores update in real time as new signals arrive — a B lead that books a test drive becomes an A lead instantly.

Every lead source is tracked and attributed — first touch, last touch, and multi-touch models available. Know exactly which channels drive your best leads, which campaigns generate volume, and where your marketing spend delivers the highest ROI.

Two-way sync with your dealer management system keeps customer records, vehicle stock, and deal status aligned across platforms. No double data entry, no sync conflicts, no stale information. Changes in either system are reflected within minutes.

Add custom fields for your dealership's unique data requirements — fleet status, corporate accounts, loyalty tiers. Build automated workflows that trigger actions based on lead behaviour, stage changes, or time-based rules.

Pre-built reports for sales performance, lead source analysis, response time compliance, and pipeline health. Schedule automated report delivery to your inbox. Export raw data anytime for your own analysis or board presentations.

CRM
zero leads lost
every enquiry captured
scored and routed instantly
from first click to final handshake
web · chat · sms · email · phone
one pipeline — total visibility

Ready to transform

your dealership?

Get Started