Use case

Lead follow-up process for car dealerships

Most dealerships do not lose deals because they lack leads — they lose deals because follow-up is inconsistent. A strong follow-up process makes the next action obvious, timestamps conversations, and connects enquiries to the correct vehicles.

Set a response standard you can measure

Pick a target response time for new enquiries (many independents aim for same-day, or within minutes during working hours). The standard should be observable: managers can spot breaches without guessing.

Every active lead gets a next step

Banish “I’ll call them later” without a date. CRM tasks should include who owns the follow-up and what outcome you expect: book a test drive, send finance options, confirm part-exchange details, or close lost with a reason.

DealerPilot ties CRM to inventory so responses reference real availability and prep status — fewer embarrassing mistakes.

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