CRM + Messaging Streamlining

The Challenge: A multi-location dealership struggled with inconsistent communication, missed follow-ups, and disconnected systems. The issues included: * Sales reps and service staff using personal phones for texting customers. * No centralized CRM for tracking contact history, documents, or tasks. * Missed opportunities due to manual task tracking and forgotten follow-ups. * Separate systems for leads, service, credit apps, and messaging — leading to errors and inefficiency. * Inability to see full customer lifecycle from lead to sales. * Difficulty managing and measuring employee productivity across locations.

Objectives: Consolidate customer engagement, lead tracking, messaging, and documents into one platform. * Automate repetitive sales and service follow-up tasks. *Ensure all staff communications are secure, professional, and traceable. * Provide leadership with visibility across all sales, service, and collections efforts. * Integrate CRM data into every major business function: sales, marketing, operations, administration. * Enable full mobile functionality so staff can work and communicate from anywhere.

The Solution: Autodeals CRM & Messaging Suite: The company deployed the Autodeals CRM & Messaging system, integrating contact management, messaging, document collection, scheduling, and workflow automation. Key capabilities included: * Unified CRM & Messaging Hub — manage all conversations and contacts in one view. * Two-Way Texting with History — track every conversation per contact. * Document & Stipulation Collection — collect apps and forms via phone or desktop. * Message Helper — build polished replies and templates quickly. * Automated Task Scheduling & Alerts — never miss a follow-up. * Dynamic Lead Routing — auto-assign leads based on rules or source. * Full Contact Timeline — view notes, calls, deals, payments, receipts and service in one place. * Credit Pulls, Credit Apps & Web Leads — integrated directly into CRM. * Workflow Automation — trigger task sequences for sales, service, or collections. * Mass Messaging & Drip Campaigns — holidays, birthdays, promos, reminders Multi-Day Calendar Views — filter tasks by user, team, or type

Implementation & Timeline: Week 1: * Enabled CRM, messaging, and calendar scheduling. * Trained staff on two-way texting, document collection, and Message Helper. Week 2: * Launched smart task automation and lead routing rules. * Connected website, credit apps, online forms to website. Week 3: * Rolled out multi-user scheduling dashboards and productivity tracking. * Set up automated campaigns for birthdays, reminders, and reactivation outreach.

Results: * 100% of customer communications now tracked and archived in CRM. * Staff stopped using personal devices — improving security and professionalism. * Lead response times improved by 40% with smart alerts and routing. * Service follow-ups and collections tasks no longer missed due to automation. * Management now has real-time visibility into staff productivity and customer status. * Company successfully unified sales, operations and messaging around a single source of truth.