Lead Management

The simple yet powerful Auto CX lead management system gives you complete control over interactions with your customers. From creating new leads and assigning tasks, to scheduling test-drives and appointments, the platform puts every tool all at your fingertips.

All your leads, in the palm of your hand

All of your leads, including lost leads, are kept neatly organised in the leads list and sorted into groups – Open, Sold, Delivered, and Lost. Internet, phone and walk-in leads are easily distinguished by specific icons, and you can quickly search through your entire lead list with a single search bar.

Stay out in front

From fresh leads to the ones that are slipping away, the dashboard keeps you on top of your opportunity pipeline to help you close more deals.

Get to know your leads better

Stay up to date with all of your leads on the Lead Page, which includes details such as purchase status, staff member in charge, and last contact. Keep track of the lead’s purchase journey with the six-step road-to-sale checklist.

Email like you've never seen it

Integrated email functionality keeps you connected to your leads as well as letting you know when your emails have been read.

Let the past inform the future

Make better, informed decisions based on the customer’s previous interactions with your dealership. Each touchpoint between the customer and your dealership can be viewed in the customer’s lead page, from emails to purchases.

Quick access to customer builds

Dealership staff can quickly and easily access customers’ online vehicle builds. Staff members attending to the customer have the additional functionality of being able to edit builds to help customers build their dream vehicle remotely.