LeadLocate for Dealer Group Executives

One platform across every rooftop: lead routing rules per store, one login for every app, roles that fit the org chart, reporting built from the CRM's own log, and a vendor list short enough to read in a meeting.

Group units and gross, cost per sold unit across rooftops, the spread between the best store and the worst on the same numbers, and the total the group pays vendors per rooftop per month. Under those sit the operating questions: whether every store answers a lead the same way, whether a lead that belongs to the store across town gets there, whether a manager who moves rooftops has to learn a new system, and what the group actually knows about a store between visits.

The DMS, the accounting and the OEM reporting are the group's own and stay where they are. What LeadLocate changes is the customer layer above them: the LeadLocate CRM, SecureWebX for credit applications, Inventory Link for merchandising and DealTracker for desking, under one login per person and one set of rules per rooftop. The platform overview lays the four products out side by side. This page walks the group view through those tools in the order an executive meets them, from the routing rules to the reports, then covers what the owners above see and how a group starts.

Through global lead distribution, which is the piece a single store never needs and a group cannot run without. Each rooftop has its own feeds in Lead Feeds Manager, one per source, and each feed carries its own assignment rule. Above the feeds sit distribution lists and lead routing rules per rooftop, so a lead that arrives at the group's shared website form is routed by rule to the store that should have it, and inside that store round robin assignment puts it in the next rep's rotation. The round robin lead assignment page explains rotation, and the Lead Feeds Manager page explains feeds.

Every rooftop's phone numbers are tracking numbers provisioned per source inside the CRM, synced to SecureWebX, so a call to the store's listing on a third party site is recorded against that source at that store. Duplicate leads merge into one record, which matters when a shopper submits on two rooftops' inventory in the same afternoon. And the exclusive buyer and seller leads LeadLocate delivers on a plan arrive by zone, so two group stores in different zones do not compete for the same submission; the what to expect page explains what a delivered lead looks like before anyone in the group reads a report about them.

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User Management assigns three roles, User, Manager and Master Administrator, with per user notification toggles, a Quick Access PIN per user for the phone app and default file folders. A salesperson is a User. A sales manager or BDC manager is a Manager. The executive who needs to see every store is a Master Administrator on each rooftop's account. The user roles page lays out what each role can reach.

Ecosystem single sign on is what makes a group tolerable to log into. One set of credentials launches the CRM, Inventory Link, SecureWebX and the My LeadLocate account portal, the phone app adds biometric login, and the portal adds passwordless login by magic link or text message. A manager who moves from one rooftop to another keeps the same login and the same screens. The single sign on page covers it. Team Chat gives every user channels and direct messages with presence and read receipts, so a group wide channel for the desk managers exists inside the platform rather than on a personal phone, and the Team Chat page describes it.

By setting the process in the software rather than in a memo. Automated Templates hold a master set of first response messages per feed, so the first text a customer gets from any rooftop is the group's text. Follow Up Processes are the multi step drips per lead type, with a restore defaults control for the manager who experimented too far. Custom lead statuses, row colors and the lost reason list are set per store, so a group can give every rooftop the same status ladder and the same lost reasons and then compare like with like. Centralized deal defaults in DealTracker mean every rep at every store pencils from the same policy, and the EZ Desking worksheets page explains what a default controls.

Compliance follows the same pattern. The DNC Blacklist at each store blocks a number in both directions, imports the list the store already keeps and runs a live do not call lookup. Call recording and transcription sit on every call. The communications log holds every call, text, MMS, email and voicemail per customer. In SecureWebX, two factor authentication runs on every sign in, application data is encrypted at rest, a full audit log and security log record who did what, uploads are virus scanned, PDFs are watermarked, and archiving retains every record rather than deleting it; the credit application security page lists the controls a group's compliance officer will ask about.

The Reports dashboard on each rooftop's dock, with three modules: activity reporting on what each user did, company reporting on the store as a whole, and management reporting for the decisions a manager makes from both. Because every lead carries its feed and tracking number and every action lands in the communications log, the report needs nobody at the store to fill in a spreadsheet, and the reports dashboard page explains each module. An executive who is a Master Administrator on each account reads each store's dashboard the same way, which is how the spread between the best store and the worst shows up as a difference in activity and lost reasons rather than a difference in excuses.

A consolidated group view that rolls every rooftop into one screen is available on request; our team puts it in production for your dealership group. What is on the dock today is per rooftop, built from the same log, on the same layout, so a comparison across stores is a matter of opening two dashboards rather than reconciling two vendors.

Inventory Link takes each rooftop's feed, or imports inventory from the store's own website when a rooftop has no feed, and the units appear in that store's CRM Inventory menu, in the vehicle button in every text composer, and on the phone app. The inventory website builder and the embeddable inventory widget publish each store's units, brand offer pages carry the OEM programs for more than twenty makes, and the Inventory Link page covers the feed side. An inventory feed and DMS access are not required at any rooftop, which is how a group brings a newly acquired store onto the platform before its feed is sorted out.

SecureWebX gives each rooftop its own branded apply links, application inbox and pipeline, Send to Lender secure shares, stipulations, OFAC screening, adverse action notices, state specific disclosures and a privacy notice and terms editor per company, so a group operating in three states sets each store's disclosures for its own state. Company onboarding and user sync come from the CRM, so a user created at the CRM exists in SecureWebX without a second user list. The SecureWebX page lays out the console.

Walk the software bills across a group and most of them line up against a module: a texting platform, a bulk email service and a list cleaner, a softphone subscription and a call recording add on, a virtual receptionist or IVR line, an appointment scheduler, a landing page builder and hosting, a link shortener, a team messaging tool, a referral platform, a file sharing service, third-party automation tools stitching intake together, an online credit application vendor and an e-signature service for deal sheets. The all features page is the long version. Each of those is usually a separate contract per rooftop with its own renewal date; LeadLocate is one month to month subscription per store with no long term contract, and My LeadLocate, the account portal, is where billing, invoices, add ons, Skip A Month and Automatic Renewal are handled for each account.

What each rooftop keeps as its own is a fair question from an executive and deserves a plain answer. Every store's DMS, main phone line and website stay that store's own. Each product, the CRM, SecureWebX, Inventory Link and DealTracker, is its own application under one login, so a group gets one password per user and one subscription per store without putting a whole organization behind a single screen. And every record a rooftop creates, every lead, text, call, deal and application, is safe the moment it lands and is exactly where the store left it the next time a manager opens it. The platform is built so every store in the group keeps selling, and an executive comparing rooftops is reading the same numbers from the same records at every one of them.

The same management reporting, and the same bill. Because the deal a rep desked in DealTracker is the deal the customer signed on the deal page, with deal history recording every version, an owner asking how a store's gross was built can read the versions rather than the summary. Because every lead carries its source, the owner's question about which vendors are selling cars is answered from the CRM's own log. And because each rooftop's subscription is month to month, the owner's decision to stay is a monthly one rather than a contractual one, which is a different negotiating position from the one most groups are in with their software.

One rooftop first, usually the store with the most lead sources or the newest management team, on a month to month plan. CRM Only starts at $199 per month per store for a rooftop that brings its own sources; plans that deliver exclusive buyer or seller leads by zone start higher, and the pricing page lists them. Leads can be routed into a CRM a rooftop already runs at no price change, which is how a group tests the lead side at one store before moving the software side. Setup at each store is User Management, tracking numbers, Lead Feeds Manager, the Automated Templates master set and Follow Up Processes, and a routing rule for anything shared. The solutions hub has the pages for the general managers and BDC managers at each store, the recorded demo shows the screens first, and the contact page reaches a person who will plan the rollout with you.

Can one login reach every rooftop?

Ecosystem single sign on gives each person one set of credentials for the CRM, SecureWebX, Inventory Link and My LeadLocate. An executive who needs to see every store is set up as a Master Administrator on each rooftop's account and opens each one from the same login.

How are leads routed between stores in a group?

Global lead distribution uses distribution lists and lead routing rules per rooftop, so a shared source is routed by rule to the right store, and round robin assignment rotates leads across reps inside that store. Each rooftop's feeds live in its own Lead Feeds Manager with tracking numbers per source.

Is there one report across all rooftops?

Each rooftop has its own Reports dashboard with activity, company and management reporting built from the same log on the same layout. A consolidated group view that rolls every rooftop into one screen is available on request; our team puts it in production for your dealership group.

Does every store have to have an inventory feed and DMS access?

No. An inventory feed and DMS access are not required at any rooftop. Inventory Link ingests a feed where one exists and imports inventory from the store's own website where one does not, so a newly acquired store can come onto the platform before its feed is sorted out.

Is there a group contract?

Every rooftop is a month to month subscription with no long term contract, managed in My LeadLocate with billing, add ons, Skip A Month and Automatic Renewal per account. Plans and figures are on the pricing page.

What does the group's compliance officer get?

Per store: a DNC Blacklist with a live do not call lookup, call recording and transcription, a communications log per customer, and in SecureWebX two factor authentication, encryption at rest, a full audit log, virus scanned uploads, watermarked PDFs, state specific disclosures per store and an archive never delete policy.

Book a walkthrough with your group's numbers on the call, or watch the recorded demo first. Month to month per store, no long term contract, and your DMS stays where it is.

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