Lead Intake Workflow

Problem

An auto dealership wanted a CRM, but the real problem was how leads were handled.

• Manager forwarded every lead by hand
• Leads waited 30+ min for a reply
• Every salesperson sent a different first message
• No insight into conversations

What shipped

Each new lead goes to a salesperson right away, with the car they asked about already in their CRM contact.

• Custom LLM reads each lead email and extracts the details
• Matches to inventory, with price, listing and Carfax links
• Assigns the next salesperson in line
• Follow-up sequence in the dealership's voice
• New inventory auto-added to the inventory sheet

Outcome