LeadLocate App: Mobile Automotive CRM for iOS and Android

The same leads, inbox, calendar, dialer and desking engine as the desk, in a salesperson's pocket, opened with a PIN or a fingerprint.

The LeadLocate app is the LeadLocate CRM built for a phone. It signs in with the same account as the desktop, so the custom lead statuses, tags, Automated Templates, shared calendar and tracking numbers a manager sets up at the desk are exactly what the rep sees on the lot. One system sits behind both screens, so the phone never waits on a copy to catch up. If you have been looking for a car salesman CRM app that does real work rather than showing notifications, this is a full mobile automotive CRM.

The app is on the App Store and on Google Play. It is part of the LeadLocate platform and the mobile side of LeadLocate CRM.

Four kinds of people run their day in it. Salespeople on the lot, who answer a text while walking a customer to the car and log the visit before the customer leaves the driveway. BDC agents, who live in the inbox and the call logs. Managers between tasks, who check the Workspace, jump into a Deal Chat or answer a rep in Team Chat without walking back to an office. And auto brokers and independent salespeople, for whom the app is the whole office, which works because an inventory feed and DMS access are not required to run the platform. It fits franchise stores, independent and used car lots, buy here pay here offices, and RV and boat dealers whose units sit across a big lot. The mobile CRM for car sales page covers what separates a working mobile CRM from a read only one.

It is 9:40 on a Saturday and a couple walks onto the lot looking at midsize SUVs. Here is the visit, all on the rep's phone.

1. New Lead. The rep taps New Lead on the bottom dock and scans the buyer's driver license with the camera, so the name and address on the record are what the license says.
2. Inventory. Walking the row, she opens the Inventory list and pulls up the detail sheet on a gray Explorer: photos, price, mileage and trim, ready for the walkaround questions.
3. The trade. She reads the trade's VIN from the door jamb with VIN lookup and photographs the odometer and the title straight into the deal jacket.
4. Numbers. She opens DealTracker on the phone and runs finance and lease with the store's deal defaults, then shares the customer's deal page so the couple has their real numbers on their own phone.
5. The test drive. They want to bring a parent back on Monday. Quick Schedule books 5:30 into the same slots her public booking link shows customers online.
6. Follow-up. Before they reach their car, she texts them two more units with the vehicle button, each as its own text with photos and price.

Every step is already on the lead when her manager opens it at the desk. No notes to retype, no photos to email, no second system.

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.

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The app carries the screens a rep uses most, all reading the same records as the desktop CRM:

Because the lead detail saves in realtime as the rep types, a call that interrupts a note never costs the note. And because both screens read one record, a to-do a manager assigns at the desk is on the rep's phone the moment it is saved.

Some jobs are simply faster on a phone, and the app is built around them.

• VIN lookup. Read a VIN from the windshield or door jamb with the camera and decode it, so a trade gets appraised in the lane without anyone typing seventeen characters. The trade-in capture and VIN scan page covers the trade side.
• Driver license scan. Capture the customer's license into the customer record, so the deal starts from what the license says. The driver license scanner page shows the flow.
• Deal jacket photos. Photograph the license, insurance card, trade title and signed forms straight into the jacket, then rename, rotate, preview or delete them. A QR intake path lets a document captured by any phone camera land in the right deal.
• Pictures in texts. Snap the trade, the window sticker or the odometer and send it in the thread.
• The inbound call alert screen. When a customer calls a tracking number that rings to the rep, the app shows who is calling, so the rep answers with a name.
• Sound notifications. A new lead, a text reply, an inbound call or a Team Chat mention each make a sound, and each user picks which ones they hear.

Those tools feed the Customer Profile, the one shared buyer record with co-buyer support and encrypted personal information that the desk and the deal both read from.

Every screen in the app shares a bottom dock with five items: Text, Call, New Lead, Email and Team. They are the five things a salesperson does most, so they never move and never hide behind a menu. Text opens the texting inbox, Call opens the VoIP dialer and call logs, New Lead opens a fresh contact form, Email opens the email inbox, and Team opens Team Chat, where a rep can also ask Jax, the bilingual assistant, a how to question in English or Spanish.

A rep who has never seen the desktop CRM is productive in the app within minutes, because the dock is the whole map. Above it, the Workspace is the day: appointments, reminders and to-dos in one list, with snooze for the ones that can wait an hour and bulk clear for the ones that are done. It is the same Workspace the desktop shows, so a reminder the rep snoozes on the lot is snoozed at the desk too.

The texting inbox in the app is the same SMS inbox as the desk, threaded by customer, with every message showing sent, delivered or failed on the bubble. Pictures and several attachments go both ways, RCS goes out where the customer's phone supports it with automatic SMS fallback, and the vehicle button attaches a unit with photos and price. Send three vehicles and each goes out as its own text, in order, and inventory templates carry the rep's own inventory link. Trackable short links show whether a link was opened. The dealership texting software page covers the inbox in depth.

Calls go through the VoIP dialer from the store's number, so the customer sees the dealership on caller ID and the rep's own number stays private. A rep who prefers their handset can trigger the call to their own phone and still get it logged. Call Logs show every call on the store's numbers with the recording and transcript where the store records. The dealership VoIP softphone page covers every calling path.

Deal Chats is a separate inbox for conversations on a customer's deal page: the customer asks about their numbers on their phone, the rep answers from theirs, and the thread stays on that deal with link previews and photo drops. Every text, picture, email, call and voicemail lands in the one communications log on the customer.

Desking runs on the phone with the DealTracker engine itself. Cash, finance and lease, the state tax matrix, semimonthly frequency, trade credit caps and the lease tax methods all come from the same centralized deal defaults the desk uses, so the payment a rep pulls at the car matches the payment the desk would pull. From the deal, the rep shares the customer's deal page, and the shopper leaves with real numbers on their own phone instead of a photo of a worksheet.

The deal jacket lives on the deal, and the phone is the fastest way to fill it. The desking tool page goes deeper on the engine, from multi pencil grids to lease structures.

The LeadLocate app runs on iPhone, from the App Store, and on Android phones, from Google Play. Every user signs in with the same login as the desktop CRM.

A mobile automotive CRM puts the customer list on a phone that leaves the building every night, so sign-in is built for that. Each user has their own Quick Access PIN set in User Management, and the app supports biometric login, so getting back in after a customer interruption takes a fingerprint or four digits rather than a password typed in a parking lot. User Management decides what each user can open, on the phone exactly as at the desk. The Customer Profile keeps personal information encrypted, and the DNC Blacklist, with its live do not call lookup, applies to every text and call placed from the app.

The CRM app is one of three. SecureWebX has its own app for secure credit applications and apply links, and Inventory Link has its own app, listed in the stores as MyInventory.Link, for inventory and merchandising. One login covers all of them and the My LeadLocate account portal.

People change, and the record stays put. When a rep leaves, switching their user off hands their open leads and tasks to a successor, or marks a temporary leave, and the history and authorship stay on every lead. The texts, calls and photos the rep handled from the phone are already on the store's records.

Rolling out a mobile automotive CRM to a sales floor is short. What we need from the store is the list of users, the numbers each team texts and calls from, and the templates you want in the composer on day one. Each user installs the app from the App Store or Google Play, signs in with their CRM login, sets a Quick Access PIN and turns on the notifications they want. Reps who already use the desktop CRM work from the phone the same afternoon.

Two things make the first week better. Get the store's tracking numbers in place before day one, so the first text a rep sends comes from a number the customer can reply to. And set up a few Automated Templates and Follow Up Processes first, so the composer opens to a good message instead of a blank box. Our team sets up the numbers, feeds and templates with you, anything beyond the standard setup is available on request, and Live Training sessions are there for your team's questions. The Quick Schedule on mobile help article is a good first lesson for reps who book on the lot.

The app is part of the platform rather than a separate app tier. It comes with every plan, CRM Only, Inbound, Marketplace Acquisitions and the Buyers and Sellers Hybrid plan, all month to month with no long term contract. Each plan includes a login to start, used on the desktop and the phone, and more users are an add-on. Bulk texting, bulk email, voicemail drop deliveries and phone and email validation run on usage credits bought in My LeadLocate. Current figures are on the pricing page.

Is the LeadLocate app an extra charge?

The app comes with every plan and signs in with the same login as the desktop CRM. Each plan includes a login to start, and more users are an add-on. The pricing page lists the current figures.

Which phones does the LeadLocate app run on?

iPhone, from the App Store, and Android phones, from Google Play. Every user signs in with the login they use on the desktop CRM, and the same records open on both.

Can a salesperson desk a deal from the phone?

Yes. DealTracker desking runs in the app with the same engine as the desk: cash, finance and lease, the state tax matrix, semimonthly frequency, trade credit caps and the lease tax methods. The deal jacket, Deal Chats and the customer's deal page are reachable from the same deal.

How do reps get back into the app quickly on the lot?

With biometric login or a Quick Access PIN set per user in User Management. A customer interruption costs a fingerprint or four digits instead of a password typed in a parking lot.

Do texts and calls from the app come from the store's number?

Yes. Texts and VoIP calls from the app use the store's tracking numbers, so the customer sees the dealership, the rep's personal number stays private, and every message and call is logged on the lead.

Does the app need an inventory feed or DMS access?

An inventory feed and DMS access are not required to run the platform, which is why brokers and individual salespeople use the app as their entire office. When the store has inventory in Inventory Link, the units show in the Inventory list and the vehicle button in the composer.

Install the LeadLocate app, sign in with the same login as the desktop CRM, and work a lead from the lot. Comes with every plan, month to month, no long term contract.

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