Covideo: What It Does and How a Dealership Uses It

A buyer's guide to personal video messaging in car sales and service, and the CRM that carries every video to a booked visit.

Covideo is a video messaging company that sells well beyond automotive, and it has an established following in dealerships. The company describes its product around personal video: a salesperson or advisor records a short message on a phone or computer, sends it by email or text, and gets a notice when the customer opens and watches it. Screen recording lets a salesperson walk a shopper through a payment worksheet or a vehicle listing on camera.

Dealership use tends to fall into three groups. Sales teams send personal introductions and walkarounds to new internet leads. Service advisors send inspection findings and status updates. Managers send thank you videos after delivery and follow ups to unsold showroom traffic.

Covideo offers connections to a number of CRMs and other tools. Features, connections and pricing change, so confirm what Covideo includes today, how it fits your current systems and what the contract terms are, directly with the vendor.

An internet shopper in a typical market gets a text or email from several dealerships within the first hour. They read the same sentences from every store: thanks for your interest, the vehicle is available, when can you come in. Nothing in those messages tells the shopper why one store is different from the next.

A ninety second video changes that. The shopper sees a real person standing next to the actual vehicle, hears their own name, and gets an answer to the specific thing they asked about. Trust moves faster on camera than in text, because the shopper can judge tone, patience and whether the salesperson knows the product.

The same logic applies after the sale. A delivery video thanking the customer by name and showing them where to find the owner's manual features costs a minute and lands better than any printed card. For the broader strategy, including where video fits in your marketing budget, see our automotive video marketing page.

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The stores that get results set a floor rather than a target. Every new lead on a specific vehicle gets a video inside the first hour. Every unsold showroom visitor gets a video that evening. Every delivery gets a thank you video within a day. Those rules are simple enough to inspect, which matters more than being ambitious.

A three part structure keeps videos short and useful: the customer's name and the vehicle, the one thing they asked about, and a specific next step with a time attached. Keep it under two minutes. Record where the wind and lot traffic will not drown out your voice, because a cheap clip on microphone improves a lot video more than any camera upgrade.

In service, advisors use the same habit for findings and status updates. The format changes, but the discipline is identical: short, specific and sent while the customer is still paying attention. Managers should review a sample each week and make it visible who is sending and who is not, because video habits fade quickly without inspection.

These questions get you past the demo and into daily use.

• How does a salesperson record and send from a phone in under a minute?
• What does the customer see when they open the video, and is it branded to our store?
• Which notifications do we get when a video is watched, and where do they show up?
• How long are videos kept, and who owns them if we leave?
• How does it connect to the CRM we run, and what exactly passes between them?
• Which reports show videos sent and watched by salesperson?
• What is the contract term, and how is it priced per user?

The connection question is the one to press on. A watched video is a signal, and a signal is only useful if it lands where the follow up happens. If the view notice goes to one place and the conversation lives in another, the salesperson has to remember to connect them on a busy Saturday.

Covideo records and hosts the video, and a team that has built the habit around it should keep it for that job.

LeadLocate owns the rest of the sale: the lead the video is about, the text thread it lives in, the follow up when the shopper goes quiet, the call when they phone instead of replying, and the deal the whole exchange is meant to produce. Those are the steps that decide whether a watched video becomes an appointment.

The two run side by side without a project. LeadLocate needs no DMS integration and no inventory feed to operate. Leads arrive in the CRM from your lead feeds and website forms, the salesperson records in Covideo, and the video link goes out from the lead record like any other message. Our CRM with texting and calling page shows the full communications layer.

Paste the video link into a LeadLocate text and it can go out as a trackable short link, so the click shows right on the lead. The reply lands in the same thread, on one customer timeline with every call, text, email and voicemail, where a manager can see the work instead of asking about it.

RCS with automatic SMS fallback delivers richer, branded messages on phones that support it while everyone else still gets a standard text. The AI writing assistant drafts the short note that goes with the link, AI merge fields drop in the shopper's name and vehicle, and Jax, the bilingual AI assistant inside the CRM, helps a rep work in English or Spanish.

Then make video part of the process. A Follow Up Process with a day one video step, followed by the texts, emails and voicemail drops that come after, turns the habit into structure. Scheduled sends let a salesperson record at noon and release the message when the shopper is off work. The walkaround video page covers the vehicle side in depth.

The shopper who watched your walkaround twice is usually ready for numbers. That is the moment most video programs stall, because the payment conversation happens somewhere else.

In LeadLocate the salesperson opens DealTracker desking from the lead, pencils cash, finance and lease structures with the 50 state tax matrix and multi pencil grid, and shares the result as a customer deal page with PIN access and e-signature. Deal chat keeps the back and forth on the deal itself, and PencilRecap gives the shopper a clean recap sheet to review at home. See the desking tool for how the numbers are built.

When the shopper is ready to apply, a SecureWebX apply link sends them to a secure credit application branded to your store, and the finished application shares to the lender your store chooses through Send to Lender.

Advisors using video for findings still get phone calls, often from customers who watched and want to ask a question. Those calls arrive when the advisor is in the drive.

The phone system built into the CRM routes them with an IVR call flow builder, a forwarding list of your own users and business hours routing. Missed call text back sends the caller a text within seconds, so the approval conversation keeps moving in writing. Every call is recorded and transcribed, and Call Alerts flag the words you choose. See missed call text back software for the setup.

Your account is set up for you, usually the same day, with numbers routed, users added and training included through the video library and live sessions.

Pricing is month to month with no long term contract. CRM Only starts at $199 a month and covers the texting, calling, automation, desking, campaigns and reporting on this page. Plans that add exclusive local buyer leads start at $799 and always include the CRM, because the CRM is what receives and delivers them. Every lead in your zone is delivered to you and only you, prescreened at capture with the questions you choose, and backed by a replacement review. See the pricing page for every plan.

We cannot guarantee reply rates, appointments or sales from any video program, because those depend on your shoppers, your inventory and your market. What the software does is make sure every video sits inside a conversation someone follows up on, with the numbers to prove what worked.

What is Covideo used for at a dealership?

Sales teams use it for personal introductions, walkarounds and follow up videos to shoppers, and service advisors use it for findings and status updates. It is known for notices when a customer watches. Confirm current features and pricing with the vendor.

How does LeadLocate work with Covideo?

Keep Covideo for recording and hosting. LeadLocate carries the lead, the text thread, follow up processes, calls, desking and customer deal pages, and the video link goes out from the lead record as a trackable short link.

Can we see in LeadLocate when a shopper clicks the video link?

Yes. Links sent in LeadLocate texts can go out as trackable short links with click stats, so the click shows on the lead and the salesperson can time the follow up.

Can a video step be part of our follow up process?

Yes. Build a Follow Up Process with a day one video step, then the texts, emails and voicemail drops that follow. Scheduled sends release each message at the hour you choose.

Can the salesperson send numbers after the video?

Yes. DealTracker desking builds cash, finance and lease structures from the lead, and the result shares as a customer deal page with PIN access and e-signature. A SecureWebX apply link collects the credit application securely.

What does LeadLocate cost?

CRM Only starts at $199 a month, month to month with no long term contract. Plans with exclusive local leads start at $799 and include the CRM. See the pricing page for every plan.

See trackable video links, follow up processes and customer deal pages running on one timeline. Month to month, no long term contract.

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