Example workflow
A used-SUV inquiry from the dealer website on a Saturday morning
A shopper asks about a used SUV through the website form while two salespeople are with walk-ins. Here is what happens next.
1. Lead in
The form creates the customer with the stock number in a field and the source recorded. The round robin picks the next salesperson.
2. Call in seconds
Call Connect rings the salesperson's BaseCloud Phone app and dials the shopper. The call is recorded and summarized.
3. Drive booked
The salesperson books a test drive for that afternoon. It lands on their calendar and the shopper gets a confirmation text.
4. Reminder sent
An hour before, the shopper gets a reminder with the store address. If they don't show, the sales manager gets an alert.
5. Sold
The buyer's order goes out for e-signature. The vehicle is added to the customer's Vehicles table with the delivery date.
6. Back for service
A review request goes out after delivery. A service reminder goes out when the first oil change is due, and every visit after.
Salespeople spend their day with shoppers. Callbacks, reminders and service follow-up run on their own.




