LeadLocate for General Managers

The operator's day on the platform: the numbers a GM answers for, the screen that produces each one, and what the owner sees above you.

A GM answers for units and gross, front and back, and then for the ratios underneath them: closing ratio by lead source, appointment set and show rates, lead response time, expense to gross and advertising cost per unit sold. The owner reads the statement; the GM has to explain it. What makes the job hard is that the ratios come from the parts of the store that are hardest to see from an office: what a salesperson texted at nine at night, whether the BDC actually called the lead that landed at lunch, and why a deal that was penciled at one number was signed at another.

LeadLocate puts those parts under one login and stamps every action on the record. This page walks a normal GM's day through the platform in the order the screens get opened, using the real names on screen, then covers what the owner sees above you and how to start. If you already run a CRM and want a way to grade it, the CRM scorecard for general managers is the checklist; this page is the product side of that checklist, module by module.

Two screens, in this order. The Reports dashboard on the dock, which carries activity, company and management reporting: leads in by feed, assignments, calls, texts and emails per person, appointments set and shown, and where every deal in progress sits. Then the Workspace, the CRM's home screen, where the store's appointments, reminders and to-dos for the day are listed. Both are on the LeadLocate app, so the morning read happens on the phone before the first cup of coffee, not at the desk after the first fire.

The In-Store Now flag on the Leads menu tells the floor who is physically on the lot right now, which is the GM's quickest check that the appointment board and the showroom agree. Team Chat gives every user channels, direct messages, reactions, polls, file upload, presence and read receipts, so the morning note to the managers goes where everyone already is instead of into a group text on personal phones that the store cannot see.

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.

Assignment is a rule, not a manager's memory. Round robin assignment spreads new leads across the team, global lead distribution adds rules and distribution lists, and stores with more than one rooftop route by rooftop. Lead Feeds Manager gives each source its own feed and pushes every new lead into the CRM instantly with the source stamped on the record, which is what lets the Reports dashboard show closing ratio by source rather than in total.

Working the lead is automated before a human touches it and tracked after. Automated Templates send the inbound response per feed, with a master set and automation for leads that land unassigned, so a lead that arrives at lunch gets a reply while the rep is at lunch. Follow Up Processes are the multi step drips per lead type, with a restore defaults control for the manager who experimented too far. Notifications go to the emails and numbers each user chooses, with sound alerts and on screen toasts. A GM who wants to know whether a rep is keeping up looks at the Workspace to-dos and the activity report rather than walking the floor asking.

Calls through the CRM phone system are recorded, and the transcript opens in a lightbox next to the lead; the call recording and transcription page covers it. The two way texting inbox shows every thread with delivery status on every bubble, sent, delivered or failed, with pictures and multiple attachments, and every call, text, MMS, email and voicemail lands in one communications log on the lead. When a customer says nobody got back to them, the GM reads the log, not the rep's memory.

The same log is the store's protection. The DNC Blacklist page blocks a number in both directions, imports a list the store already keeps and runs a live do not call lookup. When a rep marks a lead lost, a lost reason popup captures why, so the end of month report says something more useful than lost. Bad leads are handled after delivery, not by any sorting at the source: a rep files a Quality Control Request, a manager approves or rejects it, and it goes to replacement review.

Desking is on the main menu and runs on the DealTracker engine. The GM's lever is centralized deal defaults: doc fee, default rates and terms and the rest are set once for the store, so every pencil starts from the numbers you approved. EZ Desking builds cash, finance and lease structures with a multi pencil grid, goal seek bays, a 50 state tax matrix, semimonthly frequency, trade credit caps and three lease tax methods, and the field set covers auto, RV, powersports, marine, BHPH and fleet. The desking tool page goes through the engine.

The customer sees a deal page branded to the store, PIN protected, with e-signature and a revision view, and can chat with the salesperson on that page. Every deal carries a Road to Sale checklist, a deal history, a visit log and a Deal Jacket with QR intake from a phone camera, so when a deal is questioned the GM has the timeline rather than two versions of it. OEM incentives show at deal level inside the Incentives Showroom, and print packets carry payment ranges and a finance breakdown when a paper copy is needed.

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 works on the shared team calendar as well as on leads, so an appointment set by the BDC lands on a salesperson by rule. Each rep has a public booking link, and on the phone Quick Schedule mirrors it, so a customer standing at the desk is booked in a few taps.

Show rate is where the GM's attention goes, and the platform gives it two supports: Text Automation triggered by lead activity sends the reminder, and the In-Store Now flag confirms the arrival. Appointments set and shown are on the Reports dashboard by person, which turns the Saturday morning meeting from an argument about who set what into a read of one screen.

Credit applications run in SecureWebX, opened from the SecureWebX button on the CRM dock under the same login. The dealer console has a dashboard with live badges and an application inbox and pipeline with status, assignee, amount and notes, so the GM can see how many applications are in, who owns each and where it sits. Every user signs in with two factor authentication, application data is encrypted at rest, and a full audit log records who opened what. OFAC screening runs on every application and adverse action notices generate from the application record. An application a customer abandoned feeds back to the CRM for follow up. The SecureWebX product page lays out the rest.

Inventory is under the Inventory menu and on the phone app through Inventory Link, which takes the store's feed or imports inventory from the store's own website when there is no feed. Neither a feed nor DMS access is required to run the platform. Once inventory is in, a vehicle button in every text and email composer attaches the unit with photos and price, which is how the GM knows the units that need to move are the ones being sent.

User Management assigns three roles, User, Manager and Master Administrator, with per user notification toggles and a Quick Access PIN per user; the user roles page covers the permissions. The owner typically holds Master Administrator and reads the same Reports dashboard the GM does, across every rooftop, from one login. Billing lives in My LeadLocate, the account portal, with invoices and receipts, add ons, Skip A Month and Automatic Renewal controls, credits, support tickets, and which users can launch which apps. There is no separate report the owner sees that the GM cannot; the difference is scope.

The DMS is not replaced. Accounting, deal posting and the back office stay in the dealer management system the store already owns, and the CRM sits beside it as the customer layer. The platform is built so your store keeps selling. Each product is its own application under one login, every lead, call, text, pencil and credit application is written to the record the moment it happens and stays safe there, and your main phone line, your DMS and your website stay the store's own. For a GM that is the point: the morning read, the desk, the texting inbox and the appointment board are all where you left them, the audit trail behind every deal and every application is intact, and nothing a rep did yesterday has to be reconstructed from memory today. A store that runs this way stops keeping a private copy of the truth in a spreadsheet, because the record on the screen is the record everyone argues from.

Every plan is month to month with no long term contract. CRM Only starts at $199 per month for a store that already has its own lead sources. Inbound, with exclusive local buyer leads, starts at $799 per month, and every plan that includes leads includes the full CRM, because the CRM is what receives and delivers them. Leads can be routed into a CRM the store already runs at no price change. Current plans and figures are on the pricing page.

Setup is the ordinary sequence, and our team does it with you: users and roles, 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, centralized deal defaults set to your numbers, and a booking link per rep. The recorded demo shows the screens before you commit, and the contact page reaches a person who will set it up for your store. The solutions hub has a page for each role under you, so the sales manager, the internet manager and the BDC manager can each read the part that is theirs.

What does a general manager at a car dealership actually get from LeadLocate?

One login where lead assignment is a rule, every call and text is on the record with a transcript or delivery status, every deal starts from the defaults the GM set, appointments sit on one calendar with booking links per rep, credit applications carry an audit trail, and the Reports dashboard reads from all of it.

Does LeadLocate replace my DMS?

No. Accounting, deal posting and the back office stay in the DMS the store already owns. LeadLocate CRM is the customer layer beside it, under one login with SecureWebX, Inventory Link and DealTracker.

How do I know a rep followed up on a lead?

The communications log on the lead holds every call, text, MMS, email and voicemail, with delivery status on each message and a transcript on each recorded call. The Reports dashboard shows activity per person, and the Workspace shows overdue to-dos.

Can I set the deal defaults for the whole store?

Yes. Centralized deal defaults in the desking engine set doc fee, default rates and terms and the rest once for the store, and every EZ Desking pencil starts from them.

What happens to a bad lead?

Leads are not sorted or filtered at the source; the consumer answers pre-screening questions at capture and every submitted lead in the zone is delivered. A rep files a Quality Control Request, a manager approves or rejects it, and it goes to replacement review after delivery.

Do I need an inventory feed or DMS access to start?

No. Neither is required. When you have a feed, Inventory Link takes it, or imports inventory from your own website, and the CRM attaches your actual units to texts and emails.

Watch the recorded demo or book a walkthrough on your own leads. Month to month, no long term contract, and the DMS stays where it is.

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