Sell Cars From Home: The Remote Salesperson Setup

A salesperson or broker working from a kitchen table gets the same phone, texting, inventory, desking and signature tools as the showroom, under their own name, on a phone and a laptop.

Three people end up on this page. A salesperson at a store who works internet leads from home two days a week and needs the store's phone and texting to follow them. An auto broker who has never had a lot and sells from a phone. And a solo salesperson leaving a dealership who wants to keep selling under their own name without a franchise software budget. The trigger is the same for all three: the first lead that arrives while you are not in a building, and the realization that a personal cell phone, a free email account and a notes app are not a sales system.

The reason the same setup fits all three is a rule the platform was built around: an inventory feed and DMS access are not required. Everything below runs from a browser and the LeadLocate app, under one login that also opens Inventory Link, SecureWebX and the My LeadLocate account portal. The mobile app page lists what the phone carries; this page walks a remote day in order, from the screen the customer sees first to the report at the end.

Step one is a front door that is yours. Personal salesperson websites are built inside the CRM from the Website menu, with the editor organized in tabs: Business Info, Branding, Menu Links, Social Media, Inventory and Analytics. Lead Pages, the landing page builder, adds a page per offer with per page URL settings, and a custom domain can be searched, purchased and pointed at the site with the self service DNS editor, so the address on your card is your name rather than a subfolder of somebody else's site. The free live chat widget sits on the page for the shopper who wants to type. Visitor analytics inside the CRM show overview, realtime, sessions, sources and top pages, so you know whether anyone came.

Step two is the booking link. Calendar Settings gives your calendar a public booking link and booking hours, and a customer books a call or a test drive at a time you actually offer, without a back and forth. On the phone, Quick Schedule mirrors the same link, so a customer you are texting from the car gets booked in a few taps. A form on the website posts into its own feed in Lead Feeds Manager, and Automated Templates reply within the minute even when you are driving.

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.

Step three is the phone, and it is the tool remote salespeople most often get wrong by using their own cell. The CRM provisions a tracking phone number that is yours for the job, and the VoIP softphone runs in the browser on the laptop and as a dialer in the LeadLocate app, with an inbound call alert screen that shows the caller ID name lookup before you answer. Click to call dials from any record, or the CRM triggers the call to a physical phone if you would rather talk on a handset. Outbound caller ID is verified, so the customer sees your business name rather than a number they do not recognize.

Every call is recorded and transcribed into a lightbox on the lead, which is the memory a remote rep does not have a colleague to share. A voicemail greeting is recorded in the browser or the app, call forwarding rings a Forward Calls To list you build if you work with a partner, business hours routing decides what happens after you stop for the day, and the virtual receptionist with press 5 call screening answers when you are with a customer. Missed call handling and answering service controls cover the rest. Nothing about this phone lives on your personal number, which means it can be handed to the next person if you ever step back.

Step four is the texting inbox, in the browser and on the phone, with every thread in one place and delivery status on every bubble, sent, delivered or failed. MMS carries pictures and multiple attachments, RCS messaging renders richer content where the customer's phone supports it and falls back to SMS where it does not, and the vehicle button in the composer attaches a unit with photos and price as MMS. Trackable short links report who clicked. The AI writing assistant drafts the message on request, AI merge fields personalize it, and voice dictation lets you talk the text into the phone between stops. Jax, the AI assistant on the dock, answers your questions about the CRM in English or Spanish.

Email runs from its own inbox and composer, with email domain authentication so your mail goes out from your own domain and lands in the inbox rather than the spam folder. Automated Templates handle the first reply per feed, Follow Up Processes run the multi step drip per lead type, and Text Automation acts on what customers write back, so a rep with forty open conversations is not the one remembering the third touch. Keyword triggers change a status or fire a message on a word the customer used. Every call, text, MMS, email and voicemail lands in one communications log on the record.

Step five is the cars. A salesperson at a store sees the store's units in the Inventory menu and the phone app's inventory list, detail sheet and picker, supplied by Inventory Link from the store's feed. A broker with no lot uses auto broker inventory mode, which connects brand offer pages instantly, so a customer who wants a specific make sees offers and a lead form under the broker's name on day one. When a feed does not exist, Inventory Link imports inventory from your own website, and stock photos cover the units without a photographer.

Each salesperson can also have their own inventory site from a template through the inventory website builder, with an embeddable widget for any other page and a vehicle finder that locates the unit a shopper describes. The OEM incentives engine covers more than twenty makes, and the Incentives Showroom shows the programs on a unit at deal level. A directory of transport carriers and service providers is there for the delivery you cannot make yourself. The Inventory Link page covers the product in full.

Step six is the number. EZ Desking runs in the browser and on the LeadLocate app: cash, finance and lease structures, a multi pencil grid with goal seek bays, a 50 state tax matrix, trade credit caps and centralized deal defaults. Start New Deal works from the lead or from the Unit field, the trade-in form captures photos and a trade VIN scan, and the driver license scan reads the customer's license into the record from the phone camera. A universal field set covers auto, RV, powersports, marine, BHPH and fleet.

Step seven is the signature. The customer gets a deal page branded to you, opened with a PIN, with e-signature, a revision view and deal chat with photo drops, so the negotiation and the paperwork happen on the same page the customer signs. PencilRecap produces a shareable recap sheet, digital retail on the deal page adds document review, deal review and a shipping quote, and the Deal Jacket takes the customer's documents through QR intake from their phone camera. For the customer who wants paper, the print packet goes into a #10 envelope with First Class postage and printed indicia from the same screen, which is how a home office mails customer ready paperwork without a printer.

Step eight is the credit application, and it runs in SecureWebX, which opens from the same login. You text the customer a branded apply link, and they complete the five step online application on their phone, with co applicant support, ITIN as well as SSN, document uploads and e-signature with versioned consent. The application lands in the SecureWebX inbox with status, assignee and amount, and an abandoned application feeds back to the CRM so you can follow up. A worksheet penciled in EZ Desking pushes into SecureWebX so the numbers on the application match the numbers on the deal page.

Send to Lender shares the application with the lender you choose as a code gated, expiring, revocable, watermarked share with a lender response portal, stipulations come back with upload to fulfill, adverse action notices generate from the record, OFAC screening runs on every application, and the file exports in the format the lender or a DMS expects. Two factor authentication on every sign in, encryption at rest and a full audit log mean a credit application handled from a kitchen table is handled on secure infrastructure rather than in an email attachment. The SecureWebX page has the whole console.

For a remote rep at a store, the manager sees the same thing they see for the floor: activity reporting on the Reports dashboard, the communications log on every record with delivery status and recordings, and the Road to Sale checklist on every deal. Round robin assigns leads to the remote rep the same way it assigns them to the showroom, and per user notification preferences decide where the alerts go. Team Chat gives the remote rep channels, direct messages, reactions, polls and file upload with the rest of the store, with presence and read receipts, so working from home does not mean working alone.

The day runs from the Workspace, with appointments, reminders and to dos, snooze and bulk clear, and the phone app's bottom dock is Text, Call, New Lead, Email and Team. Single sign on means one login opens the CRM, Inventory Link, SecureWebX and My LeadLocate, with biometric login on the phone and a Quick Access PIN per user. Compliance runs inside the steps: the DNC Blacklist blocks a number in both directions with a live do not call lookup, every call is recorded, every message carries delivery status, personal information is encrypted in the Customer Profile, and access is by role. A solo seller is a Master Administrator of their own account; a store rep is a User with the permissions the manager set.

A solo salesperson or broker starts with CRM Only, $199 per month, which is the full LeadLocate CRM: the website, the booking link, the phone, texting and email, desking, deal pages and the mobile app, plus SecureWebX and Inventory Link from the same login. Plans that add exclusive local leads in your zone start at $799, and the current figures are on the pricing page. Every plan is month to month with no long term contract, Skip A Month is on the plan list for the slow season, and Automatic Renewal is a switch in My LeadLocate, where billing, invoices and support tickets also live.

Setup is one sitting: build the personal website and the booking link, provision the tracking number and record the greeting, point Lead Feeds Manager at your sources, review Automated Templates and a Follow Up Process, and install the LeadLocate app with Quick Access PIN and biometric login. The platform is built so you keep selling from wherever you work: every lead record, template and text thread is safe in the account, the tracking number and the booking link stay yours, and your own cell, your customers' phones and your personal website stay your own. Watch the recorded demo, reach a person on the contact page, or browse more setups on the solutions hub.

Do I need a dealership account to sell cars from home?

No. A single user gets the full CRM on CRM Only, $199 per month: personal website, booking link, tracking number and softphone, texting and email, desking, deal pages with e-signature, SecureWebX apply links and the mobile app. An inventory feed and DMS access are not required.

Do I have to give customers my personal cell number?

No. The CRM provisions a tracking phone number that is yours for the job, with a VoIP softphone in the browser and a dialer in the LeadLocate app, verified caller ID, recording, transcription, a voicemail greeting and business hours routing. It stays with the business, not your pocket.

Where do the cars come from if I have no lot?

Auto broker inventory mode connects brand offer pages under your name instantly, Inventory Link imports inventory from your own website when there is no feed, and a per salesperson inventory site comes from a template. A store rep sees the store's units in the Inventory menu and the app.

Can a customer sign a deal without meeting me?

Yes. The deal page is branded to you, opened with a PIN, and carries e-signature, a revision view and deal chat with photo drops. Digital retail on the page adds document review, deal review and a shipping quote, and the Deal Jacket takes the customer's documents through QR intake from their phone.

How do I take a credit application remotely?

Text a SecureWebX apply link. The customer completes the five step application on their phone with e-signature and consent, it lands in the SecureWebX inbox, and Send to Lender shares it securely with the lender you choose. Two factor authentication, encryption at rest and an audit log are on every account.

What does my manager see if I work remotely for a store?

Exactly what they see for the showroom: activity reporting on the Reports dashboard, the communications log with recordings and delivery status on every record, the Road to Sale checklist on every deal, and Team Chat presence. Round robin assigns leads to you the same way it does to the floor.

Watch the recorded demo or book a walkthrough on your own leads. Month to month, no long term contract, and no lot, feed or DMS required to start.

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