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LeadLocate CRM: Every Module in One Login
Leads, texting, calls, email, follow up automation, desking, websites, team tools and reporting in one login, and the same login opens SecureWebX, Inventory Link and DealTracker.
- Month to month, no long term contract
- Desktop plus iPhone and Android apps
- No DMS or inventory feed needed to start
- Training and support on every plan
Explore the CRM module by module
The same menu your team works from every day
Leads
The lead inbox is where the day starts. Every lead lands the moment it arrives, autosaves as your rep types, and carries its own status, color and tags. Lead Feeds Manager gives each source its own feed and distributes by round robin, distribution list or rooftop.
- Instant intake from every source you sell from
- Custom statuses, row colors and tags per store
- Duplicate leads merged into one record
- Lost reason popup for cleaner month end reports
Contacts
Contacts hold everyone who is not yet a lead, from past customers to your own personal network. Bring in the list you carry over from your last system, color code it, assign it and turn any contact into a working lead when the moment is right.
- Contact import brings your whole list along
- One shared Customer Profile with co-buyer details
- Personal information stored encrypted
- DNC Blacklist blocks a number in both directions
Desking
Desking is the DealTracker engine, on the main menu and not behind a separate purchase. Structure cash, finance and lease deals with a multi pencil grid, then send the customer a branded deal page they can review and sign on their own phone.
- Multi pencil grid with goal seek bays
- Fifty state tax matrix and three lease tax methods
- Road to Sale checklist and Deal Jacket
- OEM incentives inside the Incentives Showroom
Messaging
The SMS inbox shows every thread with sent, delivered or failed on each bubble, so nobody wonders whether the customer saw it. Send pictures, attach a vehicle from your inventory with a tap, and let RCS carry the message where the phone supports it.
- MMS with pictures and multiple attachments
- RCS messaging with automatic SMS fallback
- Trackable short links that report every click
- AI writing assistant and voice dictation
Calls
A VoIP softphone runs right in the browser. Click to call from any record, and every call is logged against the lead with its recording and a transcript that opens beside it. Tracking numbers are set up per source and forwarding rings the people you choose.
- Click to call from any lead, contact or deal
- Recordings with transcripts on every call
- Forward Calls To list built from your own users
- Virtual receptionist with hours you control
Website
Every user gets a personal website with a public address, a theme color and the store's branding. Add landing pages, a live chat widget and a credit application link, then watch the visitor analytics without opening a second account.
- Landing page builder with per page URLs
- Personal salesperson websites
- Domains to search, buy and point yourself
- Free live chat widget for your dealer site
Automation
Automated Templates send the right first message for every lead source the second a lead arrives. Follow Up Processes then keep each lead moving with multi step drips, and your Workspace turns the whole thing into a simple list of what to do next.
- A template set for every lead feed
- Multi step follow up by lead type
- Merge fields that personalize every message
- Reminders, snooze and bulk clear in Workspace
What makes LeadLocate CRM different
Every tool a dealership sells with, built as one system
Every module behind one login
Leads, texting, calls, email, automation, desking, websites and reports open from the same sign in, next to SecureWebX and Inventory Link.
Texting and calling built in
A texting inbox with delivery status and a browser phone with recorded calls come with the CRM, so nothing else has to be bought or connected.
Desking on the main menu
The DealTracker desking engine sits beside your leads, so the number your rep builds is the number the customer signs.
Leads land and get worked instantly
Each source gets its own feed. New leads push into the CRM in real time and round robin puts them in front of the next rep.
Runs right beside your DMS
Start the day you sign up. Accounting and contracts stay in the DMS you trust while the CRM handles every customer conversation.
Compliance kept on the record
A live do not call lookup, a full communications log, call recording and encrypted customer profiles come standard.
What LeadLocate CRM is, and who runs on it
LeadLocate CRM is the dealership customer relationship system at the center of the LeadLocate platform: every lead, text, call, email, appointment, deal and report for a store lives in one login, and that same login opens SecureWebX, Inventory Link and DealTracker. That is the sentence to remember. The rest of this page is that sentence unpacked, module by module, using the names you will actually see on screen.
It runs in the browser at the desk and as the LeadLocate app on the phone. The main menu reads Workspace, Leads, Contacts, Desking, Inventory, Messaging, Calendar, Email, Calls, Files and Website. The dock along the bottom carries My Office, Marketing Tools, Referral Program, Design Studio, My Inventory, SecureWebX, Reports, Feedback, More Options and Jax. If you have only ever seen the lead inbox, you have seen about a tenth of it.
Who runs on it: franchise stores that want lead intake, communications and desking in one place next to the DMS they already own; independent lots that need the same tools without a franchise software budget; buy here pay here operations, which the desking engine covers with its own field set; auto brokers who work without a lot or a feed; and individual salespeople who want their own website, booking link and follow up engine under their own name. An inventory feed and DMS access are not required, which is exactly why the last two groups can run on it at all. When you do have a feed, Inventory Link takes it and the CRM shows your actual units in every text and email composer.
- Franchise stores
- Independent lots
- Buy here pay here operations
- Auto brokers and individual salespeople
A day in LeadLocate CRM
Follow one customer from the first text to the signed deal
The lead arrives
Lead Feeds Manager takes the lead in from its own feed and pushes it into the CRM instantly. Round robin assigns it, and your rep gets the alert on the desktop and on the phone.
Lead Feeds ManagerThe first text goes out right away
The automated template for that lead source fires in seconds, so the customer hears from your store while the car is still on their mind.
Automated TemplatesThe conversation keeps moving
Your rep texts pictures of the unit, calls from the browser with the call recorded and transcribed, and sends an email from the same record.
Messaging and CallsFollow up runs itself
Follow Up Processes place the next task on the calendar and in Workspace, so no lead goes quiet because a day got busy.
Follow Up ProcessesThe visit gets booked
The customer picks a time on the rep's booking link. The appointment lands on the shared calendar and a confirmation goes out.
CalendarThe deal is desked and signed
EZ Desking pencils the deal, the customer reviews it on a branded deal page, and the signed result stays on the same customer record.
Desking
One customer record from first text to signed deal
Every lead, message, call, appointment and deal stays in your account, so your next sale starts right where the last one ended.
Leads and contacts: the menu you work from every day
Leads is where the day starts. The lead inbox and lead detail autosave in real time, so a note typed while the customer is still on the phone is already on the record when the manager opens it. Contacts hold everyone who is not yet a lead, and contact import brings in the list you are carrying over from the last system. Each store sets its own custom lead statuses, row colors and tags, keyword triggers can act on what a customer texts back, and when a lead is marked lost a lost reason popup captures why, so the end of month report says something more useful than lost.
Lead Feeds Manager is the intake side. Each source gets its own feed, custom source feeds handle the sources nobody else supports, and new leads push into the CRM instantly. Distribution is rules based: round robin across the team, global lead distribution with distribution lists, and routing rules per rooftop for groups. Duplicate leads merge into one record. The Customer Profile is a single shared buyer record, co-buyer included, with the personal information encrypted.
The housekeeping most CRMs make you ask support for is on the menu. The DNC Blacklist page blocks a number in both directions, imports a blacklist you already keep, and runs a live do not call lookup on a number. Quality Control Requests let a rep report a bad lead for approval or rejection and replacement review, which is how LeadLocate backs every delivered lead with a person's review, decided on the record. A trash bin restores what somebody deleted by mistake. Notifications go to the emails and numbers each user chooses, with sound alerts and on screen toasts, and the In-Store Now flag tells the whole floor who is physically on the lot right now.
Every lead worked the moment it lands
- Lead inbox that autosaves in real time
- Keyword triggers on customer replies
- Quality Control Requests with replacement review
- In-Store Now flag for the whole floor
Questions? Request a Call Back
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.
Everything inside LeadLocate CRM
Open any tool to see how it works
Texting, email and the phone system, all inside the CRM
The top bar of every screen starts with Send a Text, Make a Call and Send an Email, and each is a working tool rather than a launcher for another vendor. The SMS inbox shows every thread with delivery status on every bubble, sent, delivered or failed, so nobody wonders whether the customer saw it. MMS carries pictures and multiple attachments. RCS messaging runs where the customer's phone supports it and falls back to SMS automatically. A vehicle button in every text and email composer attaches a unit from your inventory with photos and price, and trackable short links report who clicked. An AI writing assistant drafts texts and emails on request, AI merge fields personalize them, and voice dictation lets a rep talk instead of type.
Email is its own inbox with a composer, single message view and archive, plus email campaigns and lists, Bulk Email with recipient management, and Email Automation drips. Email domain authentication means messages go out from the store's own domain rather than a shared one. The Email Validator and Phone Validator check contact information and show the result as validity dots right on the lead, which gives you a cleaner list before the first campaign goes out.
The phone system is the part dealers most often assume is a separate vendor. It is not. A VoIP softphone runs in the browser, click to call dials from any record, and a call can be triggered to a physical desk phone instead. Calls are recorded, and a transcript opens in a lightbox next to the lead. Tracking phone numbers are provisioned per source and synced to SecureWebX. Call forwarding rings a Forward Calls To list built from your own users. The virtual receptionist switches on or off, hours can be set to 24 hours, and press 5 call screening is there when you want it. An IVR call flow builder holds your options, uploaded audio and revisions. Company and per user voicemail greetings are recorded in the browser, and the Voicemail Drop library sends a drop to an entire list. Inbound calls show a caller ID name lookup, outbound caller ID can be confirmed, business hours routing sends after hours calls where you decide, and answering service controls cover the missed ones. Every call, text, MMS, email and voicemail lands in one communications log on the record.
The Marketing Tools menu on the dock collects the campaign versions of all of this in one place: Bulk Texting, Texting Chatbots, Text Automation, Voicemail Drops, Phone Validator, Bulk Email, Email Automation and Email Validator. The all in one dealer software page goes further into the calling and texting side.
Talk to customers where they are
- Texting with delivery status on every bubble
- Browser phone with recorded calls
- Email from the store's own domain
- Email and phone validators on every lead
Built for every seat in the dealership
Pick a role to see its day in the CRM
Salespeople
Your day starts in Workspace and ends with nothing left undone. Leads arrive with an alert, texts and calls happen from the same record, and the mobile app keeps every follow up in reach from the lot.
- Alerts on the desktop and the phone
- Text, call and email from one record
- Quick Schedule books a visit in a few taps
BDC agents
Answer every lead in seconds with templates, a browser phone and a shared calendar. Follow Up Processes and reminders make sure every conversation gets its next step.
- Automated Templates for every lead source
- Browser phone with recorded calls
- Booking links and team availability
Sales managers
See every conversation, follow every deal and get a copy of every lead. Round robin keeps distribution fair, and reports show who is selling and what is working.
- Manager copies of every lead
- Round robin and distribution lists
- Activity and management reports
F&I managers
Credit applications, stipulations and worksheets live in SecureWebX, launched from the same login. A worksheet penciled in desking can be pushed straight across.
- SecureWebX one tap from the dock
- Worksheets pushed from desking
- Encrypted applications with an audit log
General managers
One bill and one login for the tools the whole store runs on. Reports, call alerts and the communications log show the whole operation without asking anyone.
- Company and management reports
- Call recording with alert keywords
- Roles, PINs and per user notifications
Auto brokers
No lot and no feed needed. Brand offer pages, desking and customer deal pages work from the first day, under your own name and website.
- Personal website and booking link
- Desking for cash, finance and lease
- Customer deal pages with e-signature
Choose the plan that fits your store
Month to month service with the full CRM on every plan
REAL-TIME
INBOUND LEADS
Month-to-Month Service
✅ Inbound Plans include integration with our advertising feeds that generate leads for you.
Generate fresh sales leads, get a personal website, capture leads through a referral link, automate marketing, and more.
MARKETPLACE
ACQUISITIONS
Month-to-Month Service
✅ Acquisitions Plans include inbound offer requests from local car sellers.
Includes everything you need to buy vehicles direct from local owners who asked for an offer, then retail or wholesale them.
BUYERS & SELLERS
HYBRID PLAN
Month-to-Month Service
✅ Hybrid Plans include both buyer and seller lead feeds with complete market coverage.
Talk to motivated sellers and generate exclusive buyer leads simultaneously with seamless pipeline management.
Automation, calendar and desking with DealTracker
Automated Templates are the inbound responses: a template set per lead feed, a master set, and automation for leads that land unassigned. Follow Up Processes are the multi step drips per lead type, with a restore defaults control for the manager who experimented too far. Intake Process Automation is the in house replacement for the third-party automation tools stores used to pay for separately, with an intake hook for the sources that post into it. The Workspace screen gathers appointments, reminders and to-dos with snooze and bulk clear, so the first ten minutes of a shift are a list rather than a hunt.
The Calendar has one Calendar Settings popup with a booking link and booking hours per calendar, team availability, and a Google Calendar connect and disconnect. Round robin assignment works on the shared calendar as well as on leads. On the phone, Quick Schedule mirrors the rep's public booking link, so a customer standing at the desk is booked in a few taps.
Desking is the DealTracker engine, and it sits on the main menu rather than behind a separate purchase. EZ Desking builds cash, finance and lease structures, with a multi pencil grid and goal seek bays, a 50 state tax matrix, semimonthly frequency, trade credit caps, three lease tax methods and centralized deal defaults. The field set is universal, covering auto, RV, powersports, marine, BHPH and fleet. Every deal has a Road to Sale checklist, a Deal Jacket with upload, rename, rotate, preview and delete plus QR intake from a phone camera, a trade-in form with photos and a trade VIN scan, and OEM incentives shown at deal level inside the Incentives Showroom. Start New Deal works from a lead or straight from the Unit field, deals duplicate, and deal history and a visit log record what happened. The customer sees a deal page branded to the store, with PIN access, e-signature, a revision view and deal chat with the salesperson, and PencilRecap produces a shareable recap sheet. Print packets carry payment ranges and a finance breakdown, with #10 envelope templates and First Class postage with printed indicia. The desking tool page walks through the engine in detail.
- A template set for every lead feed
- Multi step follow up processes
- Calendar Settings with booking hours
- EZ Desking with goal seek
See it. Pick it. Start selling.
Find your plan in two taps, then watch the demo
Which plan fits you?
Answer two quick questions and we will point you to the right plan.
Inbound Leads
Exclusive local buyer leads delivered into the full LeadLocate CRM, month to month.
Marketplace Acquisitions
Seller leads from local owners who asked for an offer, with the full CRM, all month to month.
Buyers & Sellers Hybrid Plan
Buyer leads and seller leads in one account with the full CRM included, on a month to month plan.
CRM Only
The full LeadLocate software with leads switched off, month to month. Add leads any time.
Take the whole CRM with you
Official LeadLocate apps
The LeadLocate app puts the full CRM on your phone, and SecureWebX and Inventory Link have apps of their own. One login opens all of them, so your team sells from the showroom, the lot or the road.
Customer facing tools, team tools, Jax and the mobile app
The Website menu is a landing page builder called Lead Pages, with per page URL settings, personal salesperson websites, and a free live chat widget for the dealer site. The website editor is organized in tabs: Business Info, Branding, Menu Links, Social Media, Inventory and Analytics. Domains can be searched, purchased and transferred out, with a self service DNS editor. Visitor analytics show overview, realtime, sessions, geography, devices, sources, search, top pages, session detail and performance without a separate analytics account. The personal websites page and the live chat page cover those two in depth.
The Referral Program is a standalone page with referral campaigns, a shared referral code and real gift card style rewards paid to the referrer. Design Studio makes business cards, referral cards, NFC cards, vCards and floating buttons from a stock media library, with print ready output. My Office is a personal desk canvas with widgets, text to speech, AI images, VIN decode, link previews and saved spaces. Team Chat gives every user channels, direct messages, reactions, polls, file upload, presence and read receipts. The Files menu is a file library with folders, secure file sharing with tracking, and QR file share. Reports cover activity, company and management reporting, with the Reports dashboard on the dock. User Management assigns the User, Manager and Master Administrator roles, per user notification toggles, a Quick Access PIN per user and default file folders. The Feedback button on the dock sends an idea or feature request with a screenshot attached, and the video training library, Live Training and Schedule Training sit in the top bar.
Jax is the AI assistant inside the CRM, opened from the dock, with chat and voice input. It detects whether the rep is speaking English or Spanish and answers in that language. Jax assists the rep; the live chat agent that talks to shoppers on your website is a separate product.
The LeadLocate app for iPhone and Android carries the Workspace, Leads, the SMS inbox and composer, the Email inbox, the Deal Chats inbox, Calendar, Call Logs, a VoIP dialer with an inbound call alert screen, a voicemail greeting recorder, the inventory list with a detail sheet and picker, Quick Schedule, New Lead, the File Library, DealTracker desking and the deal jacket, Team Chat, Profile, Video Training, VIN lookup and driver license scan, and Quick Access PIN login. The bottom dock on the phone is Text, Call, New Lead, Email and Team, which is the whole job in five buttons.
One login connects SecureWebX, Inventory Link and DealTracker
The platform is four products, and the login is what makes them one. Ecosystem single sign on means one set of credentials launches the CRM, Inventory Link, SecureWebX and the My LeadLocate account portal. The phone app adds biometric login, and My LeadLocate adds passwordless login by magic link or text message. Inside the CRM, the SecureWebX button on the dock opens the credit application console directly, and the store's users and tracking phone numbers sync across, so there is no second user list to maintain.
Data crosses in both directions. A worksheet penciled in CRM desking can be pushed into SecureWebX, where the worksheet engine runs at parity with the CRM. An application a customer abandoned on a SecureWebX apply link feeds back to the CRM for follow up. Inventory Link ingests the dealer's feed, or imports inventory from the dealer's own website when there is no feed, and that inventory is what the CRM's vehicle button attaches to a text, what the Inventory menu lists, and what the mobile inventory picker shows. DealTracker is the desking engine on the Desking menu and the customer's deal page at once, so the number the rep built and the number the customer signs are the same number.
My LeadLocate is the account portal: billing, invoices and receipts, add ons for an active subscription, Skip A Month and Automatic Renewal controls, service and referral credits, support tickets, and which users can launch which apps. The platform overview lays the four products out side by side.
- Users and tracking numbers sync across apps
- Worksheets push from desking to SecureWebX
- Vehicles drop into any text or email
- Abandoned applications return for follow up
What LeadLocate CRM replaces at the store, and what the store keeps as its own
Walk the software bills at a typical store and most of them line up against a module on this page. A texting app for the sales floor. A bulk email tool and a separate list cleaner. A softphone subscription, a call recording add on, and a virtual receptionist or IVR bill. An appointment scheduler with booking links. A link shortener. A business card designer. A team messaging tool. A landing page builder and the hosting under it. A referral platform. A file sharing service. Third-party automation tools stitching intake together. An e-signature service for deal sheets. LeadLocate CRM absorbs those into one subscription, and the store stops paying for the integration work that used to connect them.
It works beside the DMS, and that is by design. LeadLocate CRM is the customer layer of the store. Accounting, contracts, deal posting and the rest of the back office stay in the DMS the store already owns and trusts, and the CRM sits beside it as the customer layer. That is also the shape of a platform built so your store keeps selling. Your DMS is yours, so deals post and paperwork prints where it always has. Your store's main phone line is yours. Your website is yours, wherever it is hosted. Each LeadLocate product, the CRM, SecureWebX, Inventory Link and DealTracker, is its own application under one login, so a store gets one bill and one password while each product stays focused on its own job. And every record the store creates here, every text, every call, every deal and every application, is safe the moment it lands and is exactly where the store left it the next time somebody opens it.
Compliance and security are part of the CRM, not an add on
Contact rules live on the record, not in a binder. The DNC Blacklist blocks a number in both directions and backs it with a live do not call lookup, and blacklist import brings in the list the store already keeps. The communications log holds every call, text, MMS, email and voicemail against the lead, with delivery status on each message, which is the record you want when a question about a conversation comes up months later. Call recording and transcription turn a disputed phone call into a playback rather than a memory contest. Email domain authentication keeps the store's outbound email identifiable as the store's own.
Access is by role, User, Manager and Master Administrator, with a Quick Access PIN per user and biometric login on the phone app. The Customer Profile stores personal information encrypted. Customer deal pages are PIN protected and e-signed with a revision view, and a store can share them, revoke all of them at once, or void one. Where a credit application is involved, SecureWebX adds two factor authentication on every sign in, encryption at rest, a full audit log, virus scanning on uploads, a watermarked PDF viewer and an archive never delete policy. LeadLocate stores consumer data in order to do all of this, and the Privacy Policy describes what is held.
How to start, month to month
Every plan is month to month with no long term contract. CRM Only is built for a store that already has its own lead sources and wants the software. Plans that include exclusive local leads add lead flow inside your zone, and every one of them includes the full CRM, because the CRM is what receives and delivers the leads. Leads always require the platform subscription, and if you want them routed into a CRM you already run, that is done at no price change. Current plans and figures are on the pricing page.
Setup is the ordinary sequence: users and roles in User Management, tracking numbers and a receptionist choice, Lead Feeds Manager pointed at your sources, Automated Templates and Follow Up Processes reviewed against how your store actually follows up, and a Calendar Settings booking link for each rep. Contact import brings your list along. The recorded demo shows the screens before you commit, and the contact page reaches a person who will set it up with you. The full feature list is the long version of this page. Skip A Month is on the plan list for the slow season, and Automatic Renewal is a switch in My LeadLocate, so staying is a monthly decision rather than a contractual one.
Ready when you are
- Month to month service
- Contact import brings your list along
- Training from the first login
Your next sale starts with one login
Join the dealerships, brokers and salespeople who run their whole sales day in LeadLocate CRM. Sign up online and put every module to work for your store.
- Month to month, no long term contract
- Every module included on every plan
- Training and support from the first day
Prefer to talk first? Call or text 844-376-2274.
Frequently Asked Questions
Is LeadLocate CRM a DMS?
It works beside your DMS. LeadLocate CRM is the customer layer: leads, communications, follow up, desking, customer facing deal pages and reporting. Accounting, contracts and the back office stay in the DMS the store already owns, and the CRM sits beside it under one login with SecureWebX, Inventory Link and DealTracker.
Do I need an inventory feed or DMS access to use it?
No. Neither is required, which is why auto brokers and individual salespeople run on the same platform as franchise stores. When you do have a feed, Inventory Link ingests it, or imports inventory from your own website, and the CRM attaches those units to texts and emails.
Is the phone system part of the CRM or a separate vendor?
It is part of the CRM. The VoIP softphone, click to call, call recording and transcription, tracking numbers per source, call forwarding, the virtual receptionist, the IVR call flow builder, voicemail greetings and Voicemail Drops are all on the Calls menu and the Marketing Tools dock under the same login.
What does my store keep as its own?
Your DMS, your main phone line and your website stay yours, and the CRM sits beside them as the customer layer. Each LeadLocate product is its own application under one login, and every record you create, every text, call, deal and application, is safe the moment it lands and is where you left it when you come back to it.
Can one salesperson or a broker use it without a dealership account?
Yes. A single user gets the same CRM: personal website, booking link, texting and calling, follow up automation, desking and the mobile app. CRM Only is chosen at sign up, and the month to month lead plans are on the pricing page.
How does the CRM connect to SecureWebX and Inventory Link?
Through ecosystem single sign on and a CRM bridge. One login launches all of them from the CRM dock or from My LeadLocate; users and tracking numbers sync into SecureWebX; a worksheet from CRM desking pushes into SecureWebX; an abandoned credit application feeds back to the CRM for follow up; and Inventory Link supplies the units the CRM shows.
See every module running before you pay for one
Watch the recorded demo or book a walkthrough on your own leads. Month to month, no long term contract, and your DMS stays exactly where it is.
Prefer to talk right now? Call or text 844-376-2274.
LeadLocate™ All rights reserved. Other product and company names mentioned herein are the property of their respective owners.
Answers to your questions:
LeadLocate is an all-in-one lead generation software and CRM platform. We generate in-market sales leads and provide you with all the tools necessary to sell that customer. All of your leads, texts, calls, emails, deals, and files are available in one place, accessible with a single login.
LeadLocate™ All rights reserved. Other product and company names mentioned herein are the property of their respective owners.
Answers to your questions:
LeadLocate is an all-in-one lead generation software and CRM platform. We generate in-market sales leads and provide you with all the tools necessary to sell that customer. All of your leads, texts, calls, emails, deals, and files are available in one place, accessible with a single login.