Automotive Automations

Every new internet lead (from the website, third-party listing sites, or ad campaigns) is immediately acknowledged with a personalized text and email, entered into the CRM with a lead score, and assigned to the first available salesperson. If the salesperson hasn't made contact within two hours, the manager receives an escalation alert. Leads who engage are guided straight to a self-scheduling link for a test drive appointment, cutting the average time from inquiry to appointment and dramatically increasing the percentage of leads that ever reach the lot.

Tools Required

From the moment a vehicle is dropped off, the customer receives automated status updates at each stage of the repair process (vehicle received, inspection complete with recommended services, repair in progress, and vehicle ready for pickup) all via text without the service advisor having to make a single phone call. Vehicles that have been ready for more than four hours but haven't been picked up trigger a reminder text to the customer and a flag to the service advisor, keeping the service bay from becoming a parking lot.

Tools Required

Based on the mileage and service interval recorded at each visit, this automation calculates when each customer is due for their next oil change, tire rotation, or recommended service and sends a reminder text two weeks before that estimated date. Customers who haven't returned in six months receive a win-back offer automatically, and any customer who leaves a negative review online is immediately flagged for a personal call from the owner. The shop's relationship with every customer is actively managed even when the shop is buried in cars.

Tools Required

The moment a deal is desked, the system generates a complete checklist of every document required for that specific deal (based on the lender, product mix, and customer type) and sends it to the F&I manager's deal queue. As documents are received and uploaded, the checklist updates in real time, and the F&I manager knows exactly what's missing before they sit down with the customer. After signing, the system tracks funding status with each lender and alerts the accounting office the moment a deal is funded and ready to post.

Tools Required

Twelve months before the end of a fleet account's vehicle replacement cycle, the system automatically triggers an outreach sequence from the fleet rep, a summary of the account's current vehicles, a preview of upcoming model changes, and a link to schedule a renewal consultation. Fleet managers who engage receive a custom proposal generated from their account data; those who don't respond are re-queued for a phone call. Between cycles, the fleet rep receives alerts when a tracked account adds employees, expands locations, or posts about growth, signals that a fleet expansion conversation is timely.

Tools Required