Automation & Workflows

Set It, Forget It, Close More Deals

Automate repetitive tasks with intelligent workflows. Handle follow-ups, scheduling, and engagement automatically—so your team can focus on selling.

15hrs
Saved Per Week/Rep
100%
Follow-up Rate
40%
More Engagement
24/7
Always Active

Powerful Automation Features

Everything you need to automate your dealership operations

Automated Follow-ups

Never miss a follow-up with intelligent SMS and email sequences tailored to each lead's journey and behavior.

  • Multi-touch sequences (SMS + Email)
  • Behavioral trigger-based messaging
  • Personalized content at scale
  • Automatic pause on rep engagement

Appointment Scheduling

Let customers book test drives and service appointments online with automatic calendar sync and reminders.

  • Online booking 24/7
  • Calendar integration (Google, Outlook)
  • Automatic confirmation & reminders
  • Reduce no-shows by 40%

Custom Workflows

Build custom automation workflows with our visual builder. Set triggers, actions, and conditions without code.

  • Drag-and-drop workflow builder
  • Conditional logic & branching
  • Multi-step sequences
  • Trigger-based automation

24/7 Operations

Your automation never sleeps. Engage leads, send reminders, and update records around the clock.

  • Always-on automation
  • Weekend & after-hours coverage
  • Instant response anytime
  • No manual intervention needed

Pre-Built Workflow Examples

Start with proven workflows or customize them to fit your process

New Lead Follow-up

Automatically engage new leads with a personalized sequence

1

Lead captured → Instant welcome SMS

2

2 hours → Follow-up email with inventory

3

1 day → SMS check-in from assigned rep

4

3 days → Email with financing options

5

7 days → Final offer or re-engagement

Service Reminder

Keep service bays full with automated reminders

1

Mileage/time trigger → Service due notification

2

1 week → SMS reminder with booking link

3

3 days → Email with service specials

4

1 day → Final reminder SMS

5

Appointment booked → Confirmation & calendar invite

Trade-In Valuation

Automate the trade-in process from inquiry to appraisal

1

Trade-in form submitted → Instant SMS confirmation

2

5 min → AI-generated valuation estimate

3

1 hour → Rep follow-up with detailed offer

4

1 day → Email with comparable inventory

5

3 days → Appointment scheduling for appraisal

Multi-Channel Engagement

Reach customers on their preferred channels with automated, personalized messaging

SMS

98% open rate, instant delivery

Email

Rich content, detailed information

In-App

Push notifications for your team

Ready to Automate Your Workflows?

See how our automation platform can save your team 15+ hours per week while increasing engagement by 40%.