Completecustomerpicture
Every interaction, every intent signal, every vehicle connection — unified into a single profile that tells you exactly where each customer stands and what they need next.
Activity Timeline
Every touchpoint logged in chronological order — calls, emails, meetings, test drives, deals, and notes. Full context at a glance without switching between systems or chasing paper trails.
Purchase Intent Scoring
Real-time scoring across four levels — hot, warm, cool, cold — with trend tracking that shows whether intent is increasing, stable, or decreasing. Your team knows who to call first.
Deal Pipeline Tracking
12 stages from new_lead to closed — with profit calculations at every step, loss reason capture, competitor tracking, and expected vs actual close date analysis built in.
Vehicle Connections
Every vehicle a customer has enquired about, test-driven, purchased, serviced, or offered as trade-in — all linked to their profile. One click to see their complete vehicle history.
Lifecycle Management
Automatic progression from prospect to active to won to delivered to history. No manual stage updates — the system watches behaviour and moves customers through the funnel as they engage.
Behavioural Tagging
15 tag types — VIP, fleet, hot_lead, high_intent, and more — applied automatically based on activity patterns. Tags drive automation rules, campaign enrollment, and team routing.
Deal pipeline intelligence
12 deal stages from first contact to close. Track multiple vehicles per deal, integrate trade-in appraisals, and monitor gross profit — front and back — with loss reason and competitor analysis baked in.
Explore deal trackingActivity-driven scoring
Purchase intent calculated automatically from activity patterns. Score components factor in engagement frequency, contact recency, deal progression, and channel diversity — with trend detection that flags shifts before your team notices.
See scoring in actionEnquiry management
22 enquiry categories across every channel — captured, classified, and linked to customer profiles with full conversation history and AI-extracted insights.
Multi-Channel Capture
Web, chat, SMS, email, phone, and social — 22 enquiry categories automatically classified and routed to the right team member.
AI Conversation Integration
Links to AI-handled chats with sentiment analysis and topic extraction. Every automated conversation feeds the customer profile with structured insights.
Status Workflow
New → in_progress → responded → closed with assignment tracking. SLA timers and escalation rules keep nothing sitting idle.
Customer-Vehicle Linking
Denormalized for instant timeline display. Every enquiry is linked to both the customer record and the specific vehicle — no joins, no lag.
Visitor Profiling
Device fingerprint, session behaviour, automotive preferences, and conversion stage — captured from the first website visit and enriched with every interaction.
Lifetime Value Tracking
Total purchases, total enquiries, first and last contact dates — a running ledger of every customer's relationship with your business.
Under The Hood
Customer profilesdeep dive
Each profile stores identity, contact details, lifecycle stage, purchase intent score, behavioural tags, vehicle connections, deal history, enquiry records, and a complete activity timeline. Relationships are denormalized for instant reads — no complex joins when your salesperson pulls up a customer mid-call.
Every system event — calls, messages, emails, test drives, deal stage changes, notes, appointments — writes to a unified timeline. Events are timestamped, attributed to source channels, and linked to related records. The timeline is append-only and immutable — nothing gets lost or overwritten.
Intent scores are calculated from weighted activity signals: contact frequency (recency-weighted), channel diversity, deal stage progression, test drive bookings, finance enquiries, and return visit patterns. Scores update in real time as new signals arrive. Trend direction is derived from a rolling window comparison — flagging shifts before they become obvious.
Twelve stages capture the full sales journey: new_lead, contacted, qualified, test_drive, appraisal, negotiation, finance_pending, finance_approved, contract_signed, delivery_scheduled, delivered, and closed. Each transition is logged with timestamps, responsible team members, and outcome notes. Loss reasons and competitor data are captured at exit points.
Twenty-two categories spanning sales, service, parts, finance, trade-in, test drive, warranty, insurance, fleet, and more. Enquiries are auto-classified from channel metadata and conversation content. Each category has its own routing rules, SLA targets, and escalation paths — ensuring the right team member handles the right enquiry type every time.