LeadLocate for Car Salespeople

Your leads, your texts, your calls, your appointments and your deals on one phone, with a personal website and booking link under your own name, and a manager who can see the work you did.

Units this month. Gross per unit. Appointments set and appointments that showed. How fast you answered the last internet lead, and whether the customer who bought from you last time sends a friend. Every one of those numbers is decided in the gaps between customers: the five minutes after a lead lands, the text that goes out from the lot instead of from the desk an hour later, the follow up that happens because a reminder fired rather than because you remembered.

The LeadLocate CRM is built for those gaps. It runs in the browser at the desk and as the LeadLocate app on the phone, and the phone version is not a viewer. The bottom dock on the app is Text, Call, New Lead, Email and Team, which is the whole job in five buttons. This page walks a salesperson's day through the tools in the order they get opened, using the names on screen, then shows what your manager sees, then how a salesperson starts on it, with or without the dealership.

The Workspace, on the phone before the first coffee. It lists today's appointments, the reminders that came due and the to-dos left from yesterday, with snooze for the ones that can wait and bulk clear for the ones that are done. It is the same Workspace on the desktop, so a rep who checks it from the car and again at the desk sees one list, not two. The mobile app page lists everything the phone version carries.

Then Leads. The lead inbox shows the leads assigned to you, with row colors and tags your store set up so a fresh internet lead looks different from a customer who is due for a follow up call. When a new lead arrives it does not wait for you to look: round robin assignment puts it in the next rep's rotation, and lead notifications reach you by text, by email, by a sound in the browser and by an on screen toast, whichever you turned on in your own notification preferences. The lead notifications page shows the settings. A lead that came from an inventory listing arrives with the VIN attached, so the lead detail already names the car.

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.

By text first, because that is how the customer reached out. Open the lead, tap Text, and the composer opens on that customer's thread. The vehicle button attaches the unit they asked about with its photos and price as an MMS, so the reply is the car rather than a paragraph about the car, and the send vehicles by text page shows what lands on their screen. If the words do not come, the AI writing assistant drafts the message from the lead and you edit it, or you dictate it with voice dictation while walking the lot. A trackable short link to the booking page or a landing page reports whether they clicked.

Then a call, from the same lead. Click to call dials from the VoIP softphone in the browser, or the phone app's dialer, or triggers a call to your desk phone if you prefer to talk on that. The call is recorded and a transcript opens in a lightbox next to the lead, which is useful when the customer named a payment and you want the exact words later. If nobody answers, a Voicemail Drop leaves a recorded message from your library without you talking to a machine. The two way texting inbox page and the softphone page cover both channels in full.

Every bubble in the thread shows delivery status: sent, delivered or failed. That sounds small until the day a customer says they never got your message and the thread shows it delivered at 10:14.

Each rep has a public booking link and booking hours in Calendar Settings, so the text that follows a good conversation can be one line and a link: pick a time. The customer books on their phone, the appointment lands on your calendar and on the shared team calendar, and a reminder fires before it. On the phone app, Quick Schedule mirrors the same booking link so a customer standing at the desk is booked in a few taps. The appointment booking links page walks through the setup. If your store uses Google Calendar, Calendar Settings connects it so the appointment shows on your personal calendar too.

When the customer walks in, the In-Store Now flag on the lead tells the whole floor they are on the lot, which ends the Saturday problem of two reps greeting the same appointment. The driver license scanner in the app reads the customer's license into the customer record, so the name, address and date of birth on the deal are the ones on the card rather than the ones typed in a hurry.

Desking is on the main menu and in the phone app. EZ Desking builds cash, finance and lease structures from the unit already on the lead, with a multi pencil grid to show three payments side by side and goal seek bays to hit the number the customer named. Start New Deal works from the lead or from the Unit field. Trade-in capture takes the trade VIN by scan and the photos from the phone camera, and OEM incentives for the unit show inside the deal view in the Incentives Showroom, so the rebate is on the worksheet rather than remembered. The EZ Desking worksheets page explains the engine, and the manager sets the deal defaults once so every rep pencils from the same policy.

The customer sees a deal page branded to the store, opened with a PIN, with e-signature, a revision view when the numbers change and deal chat back to you, and the deal pages page shows it from their side. A customer who wants to think about it overnight takes the PencilRecap sheet home and messages you from the deal chat at 9pm instead of calling a store that is closed. When they want to know what payment looks like before they visit, the store's SecureWebX apply link goes into the same text thread, and the finished credit application is waiting in the console before they arrive; the apply links page covers that step.

Build the book. Follow Up Processes run multi step drips per lead type on the leads that went quiet, so the customer who said maybe in the spring hears from you in the spring without a sticky note. Contact import brings the book of business from your last store or your last CRM. Email Validator and Phone Validator check the list before you work it, and the results show as validity dots on each lead so you are not dialing dead numbers.

Then the personal side. Every salesperson can have a personal website with their own name on it, built from the Website menu, and the personal websites page describes what goes on it. Design Studio makes a business card, a referral card or an NFC card from a stock media library with print ready output. The Referral Program gives a customer a shared referral code and a real gift card style reward when the friend they sent buys, and the referral program page explains the payout. Team Chat is where you ask the used car manager whether the trade number can move, with the answer on the record.

Everything that went through the CRM, which is the point of putting it through the CRM. The communications log on each lead holds every call, text, MMS, email and voicemail against the customer, with delivery status on each message. Activity reporting on the Reports dashboard shows the same work by rep: calls made, texts sent, appointments set and shown, leads that sat. A manager who wants to know whether a lost deal was effort or technique listens to the call recording rather than asking.

For a salesperson that visibility cuts both ways, and it is mostly good. A rep whose work is in the log is a rep who gets the next round robin lead and the benefit of the doubt on a disputed customer. When a lead is bad, the Quality Control Requests screen is where a rep reports it for approval and replacement review, and the lead replacement review page describes that process. The manager also sees the lost reason you picked when a lead died, so the store learns from the deal that did not happen.

Most reps meet LeadLocate because the store runs on it, and User Management gives each rep a login with the User role, a Quick Access PIN for the phone app and biometric login. If your store is not on it, a single salesperson can run the same CRM under their own name: personal website, booking link, texting and calling from a tracking number, follow up automation, desking and the app, month to month on CRM Only from $199 per month. The pricing page has the plans, and the solutions hub has pages for the managers you work with.

The first week is contact import, notification preferences, a booking link in Calendar Settings and a voicemail greeting recorded in the browser. Video training lives in the top bar next to Live Training and Schedule Training, and Jax, the AI assistant on the dock, answers questions about the CRM in English or Spanish. The recorded demo shows the phone app before you commit, and the contact page reaches a person who sets it up with you.

Can one salesperson use LeadLocate without the dealership buying it?

Yes. A single salesperson gets the same CRM the store would: a personal website, a booking link, texting and calling, follow up automation, desking, deal pages and the phone app, month to month on CRM Only from $199 per month. The pricing page lists every plan.

How do I know a lead was assigned to me?

Round robin assignment puts each new lead in the next rep's rotation, and lead notifications reach you by text, email, a sound in the browser and an on screen toast, according to your own notification preferences. The lead shows in your inbox with the row color and tags your store uses for fresh leads.

Can I text a customer the actual car?

Yes. The vehicle button in every text and email composer attaches a unit from your inventory with its photos and price as an MMS. The two way texting inbox shows delivery status on every bubble, and RCS messaging runs where the customer's phone supports it with automatic SMS fallback.

Does the phone app desk a deal?

It does. DealTracker desking and the deal jacket are in the LeadLocate app, with trade VIN scan, driver license scan and the inventory picker. The customer signs on a branded deal page with a PIN and e-signature, and deal chat keeps the conversation on the deal.

What does my manager see?

The communications log on every lead, with each call, text, MMS, email and voicemail; activity reporting on the Reports dashboard; call recordings and transcripts; and the lost reason you picked when a lead was marked lost. Work that went through the CRM is work the manager can see.

Does LeadLocate help a rep who sells in Spanish?

Jax, the AI assistant inside the CRM, detects whether you are speaking English or Spanish and answers in that language. Texts and emails are written by you, with the AI writing assistant available for a draft in either language.

Watch the recorded demo of the app, or book a walkthrough on your own leads. Month to month, no long term contract, and a single salesperson can start on CRM Only.

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