One lead, start to finish.
Here's what happens when a shopper fills in a form on a dealer site we built, from the click to the follow-up that closes the loop.
The steps
Steps marked Coming next are on our roadmap. Today your team does them by hand in the CRM, and every reply still counts.
A shopper finds your site
They search for a model, a service or "dealer near me", land on a page we built for that search and look at a vehicle.
Before the clock startsThey send a form
"Is this still available?" The form records which page and search they came from.
0:00The lead lands in the CRM
A contact is created (or matched to an existing one), the lead is logged as received, and the source is attached.
Coming next · today, added by handA follow-up task is assigned
The task goes to the right person: the BDC agent on shift, or the salesperson who already owns the customer.
Coming next · today, assigned by handSomeone replies
A call, text or email goes out. "Lead responded to" is logged and counts toward that person's goal.
Works today · response time coming nextThe next step is set
An appointment, or another follow-up. The lead never sits without a next action.
Stays on someone's listIt shows up in the report
Monthly reporting ties it together: which pages brought leads and what happened to each one.
End of month
What it looks like

See how it would work at your store.
Book a 30-minute walkthrough of the CRM with sample data and, if you want, a look at your website.