Automated Follow-Up for Leads, Services and Renewals
The follow-up system sets reminders by deal stage, service due date and insurance renewal. Messages go out by SMS, email or WhatsApp, and the executive gets a matching task on the same day.
Reminders from the record
Where the message goes
Messages go by SMS, email or WhatsApp, to the number the buyer answers. The text and the timing are set by the dealership. Automated follow-up here means the reminder is not forgotten. It does not mean a machine writes to the customer in a voice you would not use.
Follow-ups dealerships miss
- The buyer who took a test drive and went quiet
- The booking waiting on a loan approval
- The first paid service after the free ones end
- The insurance that lapsed because nobody called in time
A reminder is not a phone call
Somebody still makes the call. A dealership where executives close tasks without calling will get a tidy screen and the same lost buyers. What changes is that the miss is visible. The GM can see which executive’s list never empties.
Frequently asked questions
Can we change how long before a service reminder goes out?
Yes, that is a setting. A first reminder and a second one closer to the date are common, and the timing is adjusted once the responses are seen.
Will customers get messages from two places?
They can, if your brand’s system also sends service reminders. Check before switching both on. The timing here can be moved to avoid overlap.
Does the executive get reminded, or only the customer?
Both, and separately. The customer gets the message you wrote, while the executive gets a task on their own list for the same day.
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