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Industries · Dealerships

You paid for the lead. Now who’s following up?

Leads come in from the website, third-party sites, phone, and text — often after the showroom closes. The dealership that answers first and follows up consistently gets the appointment.

Apply as a dealership business

Where the work breaks down

  • After-hours calls and web leads wait until the next morning.
  • Salespeople follow up when they remember, not on a schedule.
  • Old leads sit in the CRM and are never contacted again.
  • Callers asking for a manager or a price get bounced around.

What the system can handle

  • Inbound and after-hours inquiries
  • Lead qualification
  • Appointment and test-drive booking
  • SMS follow-up
  • Lead reactivation
  • Call summaries and lead history
  • CRM logging
  • Human transfer for buying intent, negotiation, or manager requests
  • Employee availability controls
Lead workspace — product previewDemo data

Lead background

Lead
Sample buyer
Source
Website form, after hours
Interest
2021 mid-size SUV
Trade-in
2016 sedan
Timeline
This week

Conversation summary

Buyer wants to test-drive the SUV this weekend and trade in a 2016 sedan. Asked whether financing can be discussed on site. No price negotiation yet.

Appointment status

Test driveSaturday, 11:00 AM
Requested
  1. Thu 10:12 PMWeb lead received — 2021 SUV listing
  2. Thu 10:14 PMText sent: timeline and trade-in questions
  3. Thu 10:21 PMBuyer replied: “This week, I have a 2016 sedan to trade.”
  4. Thu 10:23 PMTest-drive request: Saturday 11:00 AM
  5. Fri 9:00 AMReminder scheduled for Saturday morning

Team availability & transfer

  • Sales rep AAvailable
  • Sales rep BOn a call
  • Sales managerAvailable

Transfer rule: buying intent, negotiation, or a manager request → next available person, with this summary attached.

Multi-lead dialing and availability-based routing are configurable capabilities. They are set up, connected to your phone system, and reviewed during implementation — not active in this preview.

A 10:12 PM web lead for a used SUV

  1. IntakeThe assistant replies by text within minutes and asks about timeline and trade-in.
  2. ProcessingThe buyer chooses a Saturday test drive. The vehicle and trade-in are logged in the CRM.
  3. ReviewSaturday morning, the lead is assigned to the salesperson on shift, with the conversation summary.
  4. OutputIf the buyer asks for a manager or wants to negotiate, the call goes to a person.

Relevant systems

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