Dealership VoIP Softphone and Click to Call

The phone is still where most car deals get made. LeadLocate CRM puts it inside the lead, so every call is dialed with one click and logged without anyone remembering to write it down.

Click to call is exactly what it sounds like: the phone number on a lead is a button, and pressing it places the call. The softphone is the phone that does the dialing. It runs in the browser, so a salesperson with a headset and a laptop has a complete dealership line without a desk set, a wall jack or a separate phone vendor's app open in another window.

What matters to a manager is everything around the call. Because the call starts from the lead, the CRM already knows who is being called, which salesperson is calling and which store number the customer will see. The call is logged on the lead, recorded when recording is on, and waiting on the Calls page afterward. Nobody types a note that says called, left message. The system wrote it.

Dealership VoIP in LeadLocate serves the franchise BDC working lists on headsets, the independent or used car lot where salespeople call between ups, the buy here pay here office calling about payments, RV and boat dealers following up on long buying cycles, and brokers who live on their cell. The dealer VoIP phone system page covers the general question of moving a store's phones to the internet. This page is the product inside LeadLocate CRM.

At 9:40 on a Saturday a rep sits at her desk with a Workspace full of overnight leads. The first is a shopper who asked about a used crew cab. She opens the lead, reads the message and presses the phone number. The softphone rings through her headset, the customer picks up, and they talk for four minutes about the tow package. When the call ends, the call is already on the lead's timeline, next to the text she sends a minute later with photos of the hitch.

The next customer never answers unknown numbers. She calls anyway, reaches voicemail, and instead of reciting the same message for the fortieth time this month she presses Drop Voicemail on the softphone and picks a saved message from the library. Thirty seconds saved, and the call is logged as a voicemail drop.

At 10:05 a customer dials the store's website number. The call rings the salespeople on the Forward Calls To ring list, and the caller ID name lookup shows who is calling before anyone answers. A rep on the lot picks it up in the LeadLocate app.

By ten thirty she has made eleven calls without touching a desk phone, and her manager, looking at the Calls page from his own screen, can see all eleven and play the recorded ones before the crew cab customer walks in at noon. That is dealership VoIP doing its job: the phone stopped being a black box.

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Every rep works the phone differently, so the softphone supports several ways to place and take calls, and all of them land in the same call log.

The triggered call is the path for a used car manager who lives on his cell but wants every conversation in the system: he talks on the phone he likes, and the call still lands on the lead with the store's number on the customer's screen. The app is the path for the rep walking the lot, and the LeadLocate mobile app page lists what else it carries.

Outbound is half the job of dealership VoIP. The other half is making sure the customer who calls the store reaches a person who knows who they are.

• Tracking numbers per source. Each lead source can have its own number, so an inbound call arrives with its source attached and lands on the right lead.
• Call forwarding and ring lists. The Forward Calls To list is built from the dealership's own users, so a call rings the people working that number. The call forwarding and ring lists page shows the setup.
• Business hours routing. Calls follow the store's hours, with missed call handling and answering service controls for after hours coverage.
• The IVR call flow builder. Options, revisions and uploaded audio, so callers press a number for sales, service or a person. The IVR call flow builder page walks through a flow.
• Virtual receptionist. On or off, with 24 hour hours and press 5 call screening.
• Voicemail greetings. A company greeting and a greeting per user, recorded in the browser.
• Caller ID name lookup on inbound calls, so the rep answers with a name instead of a hello.

The Calls entry in the main menu opens the call log, where every inbound and outbound call sits with its caller ID, direction, duration, status, recording and transcript. Filtering that page to one salesperson is how a manager coaches from real calls instead of memory. In the app, Call Logs is the phone version of the same page.

Every dealership VoIP call also flows into the communications log, the single timeline on each lead that holds calls, texts, pictures, emails and voicemails in the order they happened. A manager reading that timeline sees the call, the text that followed it and the email with the price sheet as one conversation.

Recording is a switch on the softphone, Record this call, and transcripts open in a lightbox from the call row. Call Alerts check transcribed calls for the Alert Keywords your managers choose, such as cancel or payment. Call recording and transcription covers the review workflows in full. Activity reporting reads the same log, so the rep who makes forty calls a day has reporting that shows it.

On the desktop CRM, the softphone is never more than one click away. Make a Call sits in the top bar beside Send a Text and Send an Email, and it opens the VoIP Phone dial pad from any page. Inside a lead or a contact record, the phone number itself is the button. Drop Voicemail and Record this call sit on the phone during the call.

On mobile, the bottom dock holds Text, Call, New Lead, Email and Team. Call opens the VoIP dialer, and an inbound call on the store's tracking number that reaches a rep shows an alert screen with the caller's name, so the rep answers knowing who it is.

That placement is the point of automotive click to call: the shortest path from reading a lead to talking to the customer, with nothing to copy and nothing to log by hand.

The requirements are short. For a rep on the browser softphone: a computer with a current browser, a headset, and one click to allow the microphone the first time. For a rep who prefers their own phone: a desk phone or cell to trigger calls to. For a rep on the lot: the LeadLocate app on their phone, signed in with the same login.

What we need from the store: the users who will make and take calls, your store hours, who belongs on each ring list, how you want the IVR to answer, and which lead sources should get their own numbers. What our team does: activate the store's local number, set up tracking numbers and call forwarding, build the IVR flow and greetings with you, and train your people. A rep who wants their office number to show as caller ID runs caller ID verification once, covered on the caller ID and contact validation page.

Anything beyond the standard setup is available on request, and our team sets it up. Reception, service and parts can keep the desk phones they like; the softphone is for the people who work leads.

Outbound calling has rules, and the softphone makes following them the easy path. The DNC Blacklist is the store's own list of numbers never to contact, with a live do not call lookup on numbers and a two way inbound spam block. The do not call scrub and blacklist page walks through that tool.

Recording is governed state by state, and some states expect every party on the call to know. Your store sets its call recording notice and follows its state's consent rules, with its own counsel. Recording is a switch per call on the softphone, and the IVR greeting can carry your notice in your own recorded audio.

Then the record itself. Every call, its duration, its outcome and its recording sit against the lead, in a log your managers control through User Management. When a customer disputes what was said about a payment, the answer is a recording with a date and a name on it.

The softphone is the front half of the dealership VoIP stack. Pair it with recording and transcription so a manager can read a call instead of listening to all of it, with tracking numbers so each source has its own line, and with ring lists so inbound calls reach the right people.

For voicemail, the voicemail drop library turns the Drop Voicemail button into a saved minute per call, and AI voicemail drops add a short script written for each lead by topic, voiced in a natural voice, held to store hours, with a Spanish twin for every topic voiced by native Spanish voices. A rep starts each drop for the lead in front of them.

For reps who text as much as they call, the two-way texting inbox sits beside the softphone on the same lead, so the follow-up text after a call is two clicks away. Jax, the bilingual assistant in the dock, answers how to questions about any phone screen in English or Spanish.

The softphone, click to call, ring lists, the IVR and the call log are part of LeadLocate CRM, so they come with the plan rather than as a separate phone subscription. The cost parts of the account are plain: the plan, month to month with no long term contract; users, where each plan includes a login to start and more users are an add-on; and usage credits for bulk texting, bulk email, voicemail drop deliveries and phone and email validation, bought in My LeadLocate and applied right away.

Current figures for each part are on the pricing page. When you compare, count what the store pays today for the phone system, the call tracking and the recording, and the time managers spend lining those up with the CRM.

Do my salespeople need a headset?

A headset gives the best experience for browser calls, and a rep can also trigger the call to their own desk phone or cell. The CRM rings that phone first, connects the customer when the rep answers, and logs the call on the lead the same way.

What caller ID does the customer see?

The store's tracking number by default, so a callback comes back into the CRM. A rep can verify an office or cell number once and show that instead. A rep's personal cell stays private unless the rep chooses to verify and show it.

Are calls recorded automatically?

Record this call is a switch on the softphone, so a store can record every call or leave a particular call unrecorded, and inbound recording is set per tracking number. Your store sets its recording notice and follows its state's consent rules.

Can reps call from the LeadLocate app?

Yes. The app has a VoIP dialer, a Call button on the bottom dock, an inbound call alert screen and Call Logs. Calls placed from the app land in the same log as calls placed from a desk.

How do inbound calls reach the right person?

Each tracking number rings the users on its Forward Calls To ring list, business hours routing decides where calls go after close, and the IVR and virtual receptionist let callers choose a department or get screened first. The caller's name shows before anyone answers.

Does click to call work for contacts that are not leads?

Yes. The dial pad under Make a Call works from any page, and the phone number on a contact record is a button the same way it is on a lead. The call is logged against the record it was placed from.

See a call placed from a lead and landing on the Calls page in the pre-recorded demo, or call 844-376-2274 and we will set up your ring lists and IVR with you. Month to month, no long term contract.

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