One Customer Profile, Co-Buyer Included

The lead, the deal, the credit application and the spouse who is also signing all describe the same household. The Customer Profile is where that household lives.

The Customer Profile is the one record in LeadLocate CRM that describes the people buying the car, as distinct from the lead that brought them in or the deal that is being structured for them. A lead is an inquiry; a deal is a set of numbers; a customer is a person, often two. The Customer Profile holds the buyer and the co-buyer together, with name, phone, email and address for each, and a place for each person's driver license and insurance card. The personal information in it is encrypted at rest.

What makes it useful rather than just tidy is that it is shared. The profile is opened from the lead and from the deal, and both read from it. A salesperson who captured the co-buyer's phone number on the lot sees it on the deal; a desk manager who corrected the address on the deal page sees the correction on the lead. When the same household comes back for a second vehicle, the profile is already there. That is the difference between a CRM that stores a customer and a CRM that stores three copies of a customer and hopes they agree.

The co-buyer is the part most CRMs treat as an afterthought, a second name typed into a notes field. In LeadLocate the co-buyer has the same fields as the buyer, their own license and insurance scans, and their own contact details, because in a large share of deals the second signer is the person who actually answers the phone.

A couple comes in on a Saturday for a three row SUV. The husband submitted the lead, so the lead is in his name. On the lot the salesperson learns the wife will be the primary on the loan and her name will be first on the paperwork. He opens the lead, opens the Customer Profile, and adds her as the co-buyer with her cell number and email. He scans both driver licenses with the phone app; the driver license scanner reads them straight into the profile, one to the buyer slot and one to the co-buyer slot, and the insurance card from the glove box goes in the same way. Nobody typed a name.

At the desk, the manager starts a deal from the lead. The deal page pulls the buyer and co-buyer from the profile, so the names, the address and both phone numbers are already on the pencil and on the customer facing deal page. When the deal page is shared to the customer's phone with a PIN, the CRM texts the passcode to the customer's number on the profile, and the co-buyer can be included in the same way. In the finance office, the SecureWebX application the customer completes carries a co-applicant section that the couple fills out on their own phone, described on the online credit application form page.

Two weeks later the wife calls about the second key. The rep who answers searches the CRM, finds her by her own number, and opens the profile, which shows the deal, the vehicle and the husband's lead. The whole household is one click deep, which is how a phone call about a key turns into a service appointment and, eventually, the next car.

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The Customer Profile opens from the lead in the Leads view and from the deal in Desking. It is a page of its own, titled Customer Profile with the customer's name, with a Back button that returns to wherever it was opened from. The buyer and the co-buyer each have their contact fields and their document slots, labeled Co-Buyer Driver License and Co-Buyer Insurance Card on the second signer's side. The profile is scoped to the store's own account; a profile from another company login is not reachable from yours.

On the phone app, the profile is where the driver license and insurance scans land. A rep uses the app's VIN lookup and driver license scan on the lot, and the identity scanner writes the license and the insurance card to the customer record rather than to a photo roll. The same scans are available inside DealTracker's deal jacket on the phone, so the documents a deal needs and the identity a profile needs come from the same camera.

The profile also feeds the customer facing side. The deal page at the store's DealTracker address, the deal chat between customer and salesperson, and the PIN texted to the customer all use the numbers on the profile. That is why the profile matters more than a note field: the customer's own experience of the store depends on the phone number being right, once.

The alternative is the customer described in five places. The lead has the husband's number from the website form. The deal has the address the desk typed from the license. The credit application has the wife's employer. The finance office has photocopies of two licenses in a folder. The phone in the salesperson's pocket has the wife's cell, which is the only number that gets answered. None of these agree, and the one that matters is the one the store does not control.

The cost is paid in small amounts all day. The desk retypes the address and transposes two digits. The delivery coordinator calls the number on the lead, which is the husband at work, and the delivery slips a day. The CSI survey goes to an email the customer stopped checking. And when the salesperson leaves, the wife's cell leaves with him. A shared profile with encrypted fields, opened from the lead and the deal, is the store deciding that a customer's information belongs to the store, is entered once, and is correct everywhere or nowhere.

Encryption at rest is the other half of what it replaces. A photocopied license in a folder, a customer's address in a spreadsheet and a co-buyer's number in a personal phone are all data the store holds without protecting. The profile holds the same data with personal information encrypted, in a system with roles, so the salesperson sees what a salesperson should and a manager sees the rest. The user roles and permissions page covers that side.

In a large share of retail deals two people sign, and the CRM that only knows one of them is wrong about who the customer is. The second signer often has the stronger credit, the longer job history, the trade, or the final say. She is also, frequently, the one whose phone number the store never captured, because the lead came in under one name and nobody asked for the other.

Giving the co-buyer a full set of fields means the store can text her the deal page, include her on the deal chat, keep her license and insurance card in the profile, and reach her directly about delivery. It means the SecureWebX application, which accepts a co-applicant inside the same five step form, starts with a co-buyer the CRM already knows. And it means that when the household is back in the market, the store can find the deal by either name. The deal pages with e-signature page describes the customer facing side that both signers see.

A customer profile is the most personal record a dealership keeps outside the finance office, and the way it is kept is a compliance question before it is a convenience question. In LeadLocate the personal information on the profile is encrypted at rest, access is scoped to the store's own account, and the store's user roles decide who can reach it. The driver license and insurance card images live in the profile rather than in a phone's camera roll, which is where they end up when a store has no better place to put them.

One record also means one consent context. The phone numbers on the profile are the numbers the customer and co-buyer gave the store, and the communications log on the lead records every text, call and email sent to them. A customer on the Do Not Call Blacklist is hidden from every CRM view, whichever record they are on. The store stores consumer data, and the Privacy Policy describes what is held; the profile is the place that data is kept properly rather than the place it leaks from. When a customer asks what the store has on file, the profile is the answer, and it is one page.

There is nothing to turn on. Every lead and every deal in the account has a Customer Profile behind it from the day the account is created. Open a lead, open the profile, fill in or scan the buyer, add the co-buyer, and it is shared from that moment. The phone app's driver license scan is the fastest way to fill it, and the identity scanner reads the insurance card the same way.

If your store wants more on the profile, such as additional household members, custom fields for a particular franchise's requirements, or a profile export in a specific format for a system the store already runs, it is available on request, and our team puts it in production for your dealership. The contact page is the place to describe it.

The profile is the person; three other features are what the store does with the person. The driver license scanner fills it from the lot. EZ Desking worksheets pull the buyer and co-buyer onto the pencil. SecureWebX takes the same household through a credit application with a co-applicant on the customer's own phone. And merge duplicate leads keeps the household on one record when the co-buyer submits a lead of her own.

The Customer Profile is part of the LeadLocate CRM in every plan, including CRM Only. Plans are month to month and listed on the pricing page. The all features list shows where the profile sits among everything else, and the pre-recorded live demo shows a lead becoming a deal with the customer carried across.

What is on the Customer Profile?

Name, phone, email and address for the buyer and for the co-buyer, plus a driver license and insurance card slot for each. Personal information is encrypted at rest, and the profile is opened from the lead or from the deal so both read the same record.

Does the co-buyer get their own fields?

Yes. The co-buyer has the same contact fields as the buyer and their own Co-Buyer Driver License and Co-Buyer Insurance Card slots, so the second signer is a full record rather than a name in a note.

How do I fill the profile without typing?

Scan the driver license with the LeadLocate phone app. The identity scanner reads the license and the insurance card straight into the customer record, for the buyer and for the co-buyer.

Does the deal page use the profile?

Yes. A deal started from the lead pulls the buyer and co-buyer from the profile onto the pencil and the customer facing deal page, and the PIN for that page is texted to the number on the profile.

Can another dealership see my customer profiles?

No. Profiles are scoped to your own account. A profile that belongs to another company login is not reachable from yours.

Is the Customer Profile an extra cost?

No. It is part of the LeadLocate CRM in every plan, including CRM Only. Plans are month to month and listed on the pricing page.

The Customer Profile is part of every LeadLocate plan, month to month. See a license scan on the lot become the name on the pencil and the number the deal page is texted to.

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