Lead Pipeline — Kanban View
A visual kanban board showing every lead across New, Contacted, Demo Booked, Won, and Lost stages. Drag to move. Instant status updates.
- Custom stages per dealership
- Filter by score, vehicle, or date
- Linked to vehicle listing automatically
AI Lead Scoring
Every lead receives a 0–100 score updated after each interaction. Powered by Claude Haiku 4.5 with a heuristic fallback if the AI is unavailable. Focus on who's ready to buy — not who emailed last.
- Analyses: recency, frequency, vehicle match, response speed
- Score badge on every lead card
- Batch re-score runs daily at 03:00 UTC
Message Templates
Reuse proven follow-up scripts from inside the CRM. 5 built-in templates cover greeting, follow-up, reminder, offer, and closing. Every outreach is logged on the lead.
- 5 built-in message templates
- Per-lead interaction log
- Editable templates per dealership
Reminders & Follow-Ups
Set a reminder on any lead. The system sends you a push notification at the right moment. Cron checks every 5 minutes so nothing slips through.
- Date + time or relative ("in 2 days")
- Reminder linked to lead context
- Dismiss or snooze from the notification