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Most dealers have far more value sitting in old leads than in this week’s new ones. The agent mines your CRM and re-engages aged and cold leads over text, rather than only reacting to inbound.

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Follow-up on active conversations

Buyers who go quiet mid-conversation get timed follow-ups that reference what was already discussed, rather than a generic nudge. Two settings control it:
  • Follow-up timing — how long to wait before following up
  • Maximum follow-ups — how many attempts before the agent stops
Set a maximum you would be comfortable receiving yourself. Persistence past a few unanswered messages costs you goodwill and gains you nothing.

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When a lead reaches your CRM

Leads are forwarded once per conversation, so nothing arrives twice. Forwarding happens when:
  • The conversation ends after the agent qualified the lead
  • A lead goes inactive after follow-up attempts are exhausted
  • The conversation is escalated to your team
Each forwarded lead carries contact details, vehicle interest, a conversation summary, and appointment details if one was booked.

CRM forwarding

Connect ADF, DP360, Revvable, or Lightspeed.