Every LeadLocate Feature, Explained

One page per capability, written with the real menu names, so you can check what the platform does before you ever book a demo.

Dealership software is usually sold as a list of nouns on a brochure. This page is the opposite: every noun below is a link to a page that says, in plain prose, what the thing does when a salesperson clicks it. The groups follow the products. LeadLocate CRM holds the lead handling, texting, email, phone, automation and team tools. SecureWebX holds the credit application features. Inventory Link holds the inventory and merchandising features. DealTracker holds desking and the customer deal pages.

Every feature page names the counterpart page from the older part of the site where one exists, so a reader who arrived from a search for a category, say call recording software, can move to the product view and back. The Help Center is the third layer: step by step instructions for each task, with the exact labels you will see on screen.

Two products sit across the groups rather than inside one: Jax, the bilingual AI assistant that drafts and answers inside the CRM, and the webXintel Ads Network, the managed advertising path planned in Leads Manager. Both have their own product pages.

Two things are deliberately absent. First, only what runs on a live account today. The platform ships changes continuously, and a feature appears here the day it is real, not the day it is planned. Second, anything that would make LeadLocate a dealer management system. There is no accounting, payroll, parts or repair order module and there never will be; the store keeps its DMS, and the CRM works beside it. If you are comparing vendors, the platform overview explains how the four products fit together, and the pricing page shows that every plan includes all of them.

Leave your number and a lead specialist calls you back to answer your questions about pricing, coverage, and setup. Mon - Sat, 9:00 AM - 6:00 PM Pacific.

Prefer to talk right now? Call or text 844-376-2274.

The CRM group is the largest because most of the day happens there: the lead inbox and the rules that route into it, the texting inbox with pictures and delivery status, RCS with SMS fallback, bulk texting and texting chatbots, the email inbox and drips, the phone and email validators, the softphone, call recording and transcription, call forwarding and the virtual receptionist, the IVR builder, tracking numbers, voicemail drop, Automated Templates and Follow Up Processes, the calendar with booking links and Google Calendar sync, and the team tools such as Team Chat, Design Studio, My Office, the file library, reports and user roles.

The desking group covers what happens once there is a unit and a number: EZ Desking worksheets, customer deal pages with e-signature, deal chat, PencilRecap sheets, print packets with envelopes and postage, the deal jacket with QR intake, the road to sale checklist, trade capture with VIN scan and the driver license scanner. The SecureWebX group covers apply links, the application form, the inbox and pipeline, Send to Lender, stipulations, adverse action notices, disclosures, OFAC screening, worksheets, eFax, security and export formats. The Inventory Link group covers feeds, importing from your website, the site builder, the widget, the vehicle finder, incentives, brand pages, stock photos, VIN decode and auto broker mode.

Every feature page follows the same order so a manager can skim it in a minute. What it does, in a sentence a person could quote. How a dealership uses it on a normal day, told as a short scene rather than a list. Where it lives, with the menu or dock label. What it replaces, because most stores are paying a separate vendor for at least one of these today. The compliance angle, because texting, calling, credit and consent each carry rules, and the feature is built around them. How to turn it on, and what to pair it with. The questions at the end are the ones dealers ask on demo calls, answered the same way we answer them there. If a page leaves you with a question, the contact page reaches a person who can answer it on a live account.

• AI Writing Assistant for Texts and Emails
  The AI Writing Assistant in LeadLocate CRM drafts a text or email inside the composer, fills merge fields and takes dictation, so replies go out.
• Appointment Booking Links and Booking Hours
  Appointment booking links in LeadLocate CRM: personal and team links, each with its own booking hours and embed code, from one Settings popup.
• Automated Templates, Tasks and Reminders
  Automated Templates in LeadLocate CRM send the first text, email and voicemail on lead receipt per feed, confirm appointments and create call tasks.
• Bulk Email With Recipient Management for Dealers
  Bulk Email in LeadLocate CRM: pick or paste a recipient list, choose a template and attachment, send one blast to every inbox, with history.
• Bulk Texting: Message Everyone at Once, Compliantly
  Bulk Texting in LeadLocate CRM: paste a recipient list or pick a campaign, add a template and an attachment, send once, and read the history.
• Call Forwarding and Ring Lists for Dealership Lines
  Call forwarding in LeadLocate CRM rings a Forward Calls To list built from your own users, with business hours routing and press 5 confirmation.
• Call Recording and Transcription in LeadLocate
  Call recording and transcription in LeadLocate CRM: every dealership call recorded, playable from the lead, and readable as a transcript.
• Caller ID Lookup and Contact Validation Dots
  Caller ID name lookup on inbound calls, verified outbound caller ID, and phone and email validity dots on every lead in LeadLocate CRM.
• Contact Import: Bring Your Book of Business With You
  Contact import in LeadLocate CRM: upload a CSV, headers detected in any order, into a named contact list with optional round robin assignment.
• Custom Domains and DNS Without a Web Developer
  Search, buy and point a custom domain inside LeadLocate CRM, with a self-service DNS editor, domain monitoring and transfer out. No developer.
• Custom Lead Statuses, Tags and Row Colors
  Custom lead statuses, tags and row colors in LeadLocate CRM let a store label its pipeline in its own words and filter the Leads view by each.
• Design Studio: Business Cards and Print Pieces
  Design Studio in LeadLocate CRM builds business cards, referral cards, NFC cards, vCards and floating buttons, with print-ready files.
• Do Not Call Scrub and Blacklist Built Into the CRM
  The Do Not Call Blacklist in LeadLocate CRM hides blocked contacts from every view, imports a DNC list by CSV and checks numbers live.
• Driver License Scanner for Faster Customer Intake
  The driver license scanner in LeadLocate CRM reads a license or insurance card from a phone camera into the customer record, no retyping.
• Email Domain Authentication for Dealership Senders
  Email domain authentication in LeadLocate CRM puts your dealership's own domain on every email the CRM sends, so inbox providers trust it.
• Email Drips That Never Sleep
  Email drips in LeadLocate CRM: scheduled list sends, multi step Follow Up Processes per lead type and instant replies by feed, under each lead.
• Email Inbox and Composer Inside the CRM
  The email inbox and composer in LeadLocate CRM: one thread per customer, templates, files from the library, a vehicle in the email, your own domain.
• Email Validator: Weed Out Dead Addresses Before You Send
  The Email Validator in LeadLocate CRM checks a pasted list or CSV of addresses, keeps a lookup history and shows validity dots on the lead.
• File Library and Secure File Sharing
  The Files menu in LeadLocate CRM: a file library with folders, secure file sharing with tracking and QR file share, at the desk and on the phone.
• Follow Up Processes: Multi Step Drips per Lead Type
  Follow Up Processes in LeadLocate CRM: multi step drips per lead type, started by a status change or appointment event, with tasks and texts.
• Google Calendar Sync for Dealership Appointments
  Google Calendar sync in LeadLocate CRM: connect your Google Calendar from the Calendar page, CRM appointments appear on it, disconnect any time.
• In Store Now: Know Who Is on the Lot
  In-Store Now in LeadLocate CRM flags the lead who is physically on your lot, so the desk, BDC and managers know who showed up and who has them.
• Intake Process Automation Replaces Per Dealer Zaps
  Intake Process Automation in LeadLocate CRM: in house intake automations with an intake hook that replaced per dealer zaps in third party tools.
• IVR Call Flow Builder With Revisions
  Build your dealership phone menu in LeadLocate CRM: greeting, options, ring groups and voicemail, with uploaded audio and saved revisions.
• Lead Feeds Manager: Every Lead Source in One Inbox
  Lead Feeds Manager is the LeadLocate CRM page where every lead source gets its own feed, intake method, assignment rule and first message.
• Lead Notifications by Text, Email and Sound
  Lead notifications in LeadLocate CRM: a text to the assigned rep, an email to notify addresses, a browser sound and a toast, per-user toggles.
• Lead Pages: The Landing Page Builder Inside the CRM
  Lead Pages is the landing page builder inside LeadLocate CRM: build offer pages with lead forms, pick a domain, route every lead to the inbox.
• Lead Replacement Review: What Happens to a Bad Lead
  Lead replacement review in LeadLocate CRM: report a bad lead from the lead record, the Quality Control team approves or rejects, replacement follows.
• Lost Reason Tracking for Every Dead Deal
  Lost reason tracking in LeadLocate CRM: a Mark Lead As Lost popup records why each dead deal died, so a GM sees patterns instead of a Lost count.
• Merge Duplicate Leads Without Losing History
  Merge duplicate leads in LeadLocate CRM: find matches by name, phone and email, pick the keeper, and fold the rest into one record with a note.
• My Office: A Personal Desk Inside the CRM
  My Office is the personal desk inside LeadLocate CRM: a canvas of widgets with text to speech, AI images, VIN decode, link previews and saved spaces.
• One Customer Profile, Co-Buyer Included
  The Customer Profile in LeadLocate CRM is one shared buyer record, co-buyer included, with encrypted personal data, opened from lead or deal.
• Phone Validator: Weed Out Dead Numbers Before You Dial
  Phone Validator in LeadLocate CRM: check a pasted list or CSV of numbers, flag Do Not Call, keep a lookup history, see validity dots on the lead.
• RCS Messaging With SMS Fallback for Dealerships
  RCS messaging in LeadLocate CRM sends the richer format to phones that support it and falls back to SMS automatically, in the same thread.
• Referral Program With Real Payouts
  The Referral Program in LeadLocate CRM: personal and team referral links, a public referral form, campaigns and real gift card style payouts.
• Reports Dashboard: Activity, Company and Management
  Reports in LeadLocate CRM: activity, company and management reporting on one dashboard from the dock, built on what the CRM already logs.
• Round Robin Lead Assignment in LeadLocate CRM
  Round robin lead assignment in LeadLocate CRM hands each new lead to the next salesperson in rotation, per feed, with no manager in the loop.
• Shared Team Calendar With Round Robin Appointments
  Shared team calendar in LeadLocate CRM: one team booking link, its own team hours, bookings landing unassigned for the BDC to route round robin.
• Single Sign On, Quick Access PIN and Biometric Login
  One LeadLocate login opens the CRM, SecureWebX, Inventory Link and My LeadLocate, plus Quick Access PIN, biometric login and passwordless entry.
• Team Chat for Dealership Staff
  Team Chat in LeadLocate CRM: channels, direct messages, reactions, polls, file upload, presence and read receipts, for every user on every plan.
• Text Automation Triggered by Lead Activity
  Text Automation in LeadLocate CRM: an automated text on lead receipt, follow up steps by lead type, scheduled texts and keyword replies.
• Texting Chatbots That Text Back for Car Dealers
  Texting Chatbots in LeadLocate CRM: a customer texts your keyword, the bot replies at once, the subscriber becomes a lead, the rep gets a text.
• Trackable Short Links With Click Stats in Every Text
  Short links in LeadLocate CRM: every URL in a text is shortened as it is sent, and the thread shows click stats so you know who opened what.
• Tracking Phone Numbers for Every Lead Source
  Tracking phone numbers in LeadLocate CRM give each lead source its own line, so every call lands on the lead with its source and recording.
• Two Way Texting Inbox With Pictures and Delivery Status
  The two way texting inbox in LeadLocate CRM: one thread per customer, pictures by MMS, a delivery status on every bubble, the lead one click away.
• User Roles and Permissions for Dealership Teams
  User Management in LeadLocate CRM: User, Manager and Master Administrator roles, with notification toggles, Quick Access PIN and default folders.
• Virtual Receptionist and Press 5 Call Screening
  LeadLocate's virtual receptionist answers your dealership line, transfers or takes a message, and press 5 screening confirms a human answered.
• Voicemail Drop and Voicemail Greetings for Dealers
  Voicemail drop in LeadLocate CRM: saved recordings dropped from the softphone or to a list, plus company and per user greetings in the browser.
• VoIP Softphone and Click to Call for Dealerships
  LeadLocate CRM's VoIP softphone lets a salesperson click to call any lead from the browser or app, with recording and a shared call log.
• Website Visitor Analytics for Dealer Sites
  Website visitor analytics inside LeadLocate CRM: overview, realtime, sessions, sources, geo, devices, top pages and session detail.

• BDC Phone Service: Inbound Calls Answered and Logged
  BDC Phone Service in LeadLocate CRM: inbound calls to your tracking numbers answered, logged with an unread badge, kept in history and forwarded.
• Mail Center: Inbound Mail Handling for Dealer Brands
  Mail Center in LeadLocate CRM handles the inbound email your brand pages generate: one inbox per brand, scheduled emails, templates and sent logs.

• Customer Deal Pages With E-Signature
  Customer deal pages in LeadLocate CRM: a branded page per deal with texted passcode access, e-signature, revisions, share and revoke controls.
• Deal Chat: Customer and Salesperson on One Thread
  Deal chat in LeadLocate CRM puts the customer and salesperson on one thread attached to the deal, with link previews, photos and a mobile inbox.
• Deal Jacket Uploads and QR Document Intake
  Deal jacket in LeadLocate CRM: every file on a lead or deal, with upload, rename, rotate and preview, and a QR code any phone scans to add files.
• Digital Retail Checkout on Your Deal Pages
  Digital retail checkout on DealTracker deal pages: the customer builds the deal, uploads documents, reviews terms and requests a shipping quote.
• EZ Desking Worksheets: Cash, Finance and Lease Pencils
  EZ Desking in LeadLocate CRM pencils cash, finance and lease deals with a multi pencil grid, goal seek, 50 state tax rules and printable sheets.
• Pencil Recap Sheets Customers Can Share
  Pencil recap sheets in LeadLocate CRM share any customer print version as a private link the buyer can open, mark up and sign, with revoke.
• Print Packets, Envelopes and First Class Postage
  Print customer deal sheets, dealer copies and packets from LeadLocate CRM, fold them into #10 window envelopes and mail with printed postage.
• Road to Sale Checklist on Every Deal
  The Road to Sale checklist on every LeadLocate CRM deal tracks vehicle, trade, credit, approval, documents, stipulations, delivery and follow up.
• Trade In Capture With VIN Scan and Photos
  Capture a trade in LeadLocate CRM: scan the VIN by phone, record the odometer, collect photos, title and payoff by QR, and desk it with the deal.

• Adverse Action Notices From the Application Record
  SecureWebX generates adverse action notices from the credit application record, with the decision, the bureau used and the notice kept on file.
• Apply Links: Shareable Credit Application URLs
  Apply links are SecureWebX branded, shareable credit application URLs: text one from the CRM, customize each link, get the application back.
• Compliance Disclosures and Privacy Notices per Store
  SecureWebX keeps state specific disclosures, a privacy notice and terms editor per store, and forced terms acceptance for every user, versioned.
• Credit Application Inbox and Pipeline
  The SecureWebX credit application inbox and pipeline: every application with a status, assignee, amount, notes and email thread, in one console.
• Credit Application Security: 2FA, Audit Log, Encryption
  How SecureWebX protects credit applications: two factor sign in, encryption at rest, a full audit log, virus scanned uploads, retained records.
• eFax for Dealers: Fax Numbers per Store and Partner
  eFax inside SecureWebX gives a dealership fax numbers per store and per lender or partner, with inbound fax status shown in the console.
• Lender and DMS Export Formats for Applications
  Export a SecureWebX credit application to a lender or DMS in the format it expects: STAR XML, fixed width, CSV or JSON over SFTP, API or email.
• OFAC Screening on Every Credit Application
  OFAC screening runs inside SecureWebX on the credit application record, so the sanctions check is done on the file and kept with the audit log.
• Send to Lender: Secure, Expiring Application Shares
  Send to Lender shares a credit application with any lender as a code gated, expiring, revocable, watermarked view, with a lender response portal.
• Stipulations Workflow With Upload to Fulfill
  The SecureWebX stipulations workflow tracks every stip on the credit application and fulfills it by upload, each document against its request.
• The Online Credit Application Form, Step by Step
  Walk the SecureWebX five step online credit application form: personal, residence, employment, income, review, with co-applicant and e-signature.
• Verified Partners Directory for Lenders and Vendors
  SecureWebX's Verified Partners directory lists lenders and vendors by category, notes what was verified, and builds your store's partner list.
• Worksheets Attached to Credit Applications
  Attach cash, finance and lease worksheets to a credit application in SecureWebX, with store deal defaults, book-outs and a lender deal recap PDF.

• Auto Broker Inventory Mode: Sell Without a Lot
  Auto broker inventory mode in Inventory Link gives a broker with no lot brand offer pages connected instantly, with OEM programs and lead forms.
• Brand Offer Pages and Your Dealer Page
  Brand offer pages built by Inventory Link for every make you carry, plus a dealer page, with current offers, lead forms and Schedule a Visit.
• Embeddable Inventory Widget for Any Website
  Inventory Link's embeddable inventory widget puts your live vehicles on any website with one script tag, and sends every request to the CRM.
• Import Inventory From Your Own Website
  Inventory Link imports inventory from your own website, recognizing twenty eight dealer website platforms, so no feed or DMS access is needed.
• Inventory Feeds: Connect Any Feed, or None at All
  Inventory Link takes your inventory feed in whatever form it comes, imports from your website when there is no feed, and needs no DMS access.
• Inventory Website Builder With Publish and Regenerate
  Build an inventory website from Inventory Link, publish it, regenerate it as the lot changes, and give each salesperson a site from the template.
• OEM Incentives Showroom for Twenty Makes
  The OEM incentives engine in Inventory Link carries manufacturer programs for more than twenty makes and shows them in the Incentives Showroom.
• Schedule a Visit Requests From Inventory Pages
  Schedule a Visit puts a request sheet under every vehicle on your inventory and brand pages; it rises from the phone and lands in the CRM.
• Send Vehicles by Text: Inventory Insert in Every Message
  Send vehicles by text from LeadLocate CRM: the car button in every composer picks a unit from Inventory Link and sends photo, price and details.
• Stock Photos for Listings Without a Photographer
  Inventory Link adds promo photos and stock imagery to vehicle listings that arrive without pictures, so no unit is advertised as a blank box.
• Vehicle Finder: Locate the Unit a Shopper Wants
  The Inventory Link vehicle finder, called Locate, lets a shopper describe the unit they want in plain words and finds it in your inventory.
• VIN Decode and Vehicle Database
  Inventory Link decodes every VIN and enriches it from a vehicle database with government safety and efficiency data for honest listings.

• Connect Your Own Ad Accounts to the CRM
  Connect the ad accounts your store already holds to Leads Manager in LeadLocate CRM; accounts stay yours, our team runs campaigns through them.
• Leads Manager: Build Your Own Lead Campaigns by Zone
  Leads Manager is the self service lead campaign builder in LeadLocate CRM: draw a zone, read zip stats and market scan, set offers, we run it.

Does every plan include every feature?

Yes. Plans differ by who the store wants leads from, not by features. CRM Only is the same platform without leads.

How do I know a feature is real and not a roadmap item?

A feature gets a page here only when it is live on production accounts. The page names the menu or dock item where it lives.

Where are the step by step instructions?

In the Help Center. Each feature page links to the tasks that use it.

What if the feature I need is missing?

Ask. Anything not listed is available on request and our team puts it in production for your dealership.

Tell us what your store needs to see and a specialist walks through it on a live account. Month to month, no long term contract.

Prefer to talk right now? Call or text 844-376-2274.