CRM and leads
Capture, assign and follow up every lead: pipeline, customers, live chat, two-way messages, tasks, appointments and automation.
Every website inquiry, chat and phone-up becomes a lead in one place. Start with leads and the pipeline, then set up live chat, messages and automation when your team is ready.
Topics in this section
- Working with leadsFind, create, update and assign leads, import a lead list from CSV with column mapping, and export leads for your records.
- The sales pipeline boardSee every open lead by stage on a board, drag cards from New to Won, and keep response times and win rates honest.
- Customer profilesOne record per person with every lead, appointment, trade-in and message, plus consent history, export and privacy erasure.
- Website live chatPut a Chat with us button on your website, answer shoppers from the console, hand chats to colleagues and turn them into leads.
- Email and text messagesEmail and text customers from the lead page, see their replies in one conversation, and check every message in the message log.
- Tasks and follow-upsGive every lead a next step: add tasks with due dates, see what is due today or overdue, and get reminded before a follow-up is due.
- Sales appointments and calendar feedsBook sales visits, test rides and deliveries, confirm website requests, send reminders and add your appointments to Google, Outlook or Apple Calendar.
- Automation, lead routing and response SLAsRoute new leads to the right person, set response-time targets with escalation, and run follow-up sequences of emails, texts and tasks.
- Customer consent and opt-outsHow email and text consent is collected, recorded and honored: form checkboxes, STOP and START replies, unsubscribe links and the website cookie banner.
- Trade-in and service requestsReview "Value your trade" submissions and make offers, and handle simple service requests from your website forms.