Leads

Leads / CRM

Leads

Prioritise new, hot, and overdue leads so Sales Executives know who to call next before valuable enquiries are lost.

Roadmap-ready module
Active leads 21 Demo data for dealership workflow planning
Hot leads 8 Demo data for dealership workflow planning
Overdue 4 Demo data for dealership workflow planning

Workflow

Next best actions

Enterprise Readiness

Built for the next integration phase

Role-aware access Designed so managers, Sales Executives, workshop, F&I, and admin can see the right queue.
Audit trail ready Actions are shaped for future activity logging, approvals, and compliance reporting.
Channel hooks Prepared for AutoTrader, Cars.co.za, Meta leads, finance apps, and document workflows.
Mobile workflow Fast enough for sales floor, F&I desk, and workshop status checks from a phone.

Lead Source Tracking

Know exactly which channel created the enquiry

Marketing visibility
Website Meta Ads Google Ads WhatsApp Walk-in Referral
Website 7
Meta Ads 5
Google Ads 2
WhatsApp 3
Walk-in 3
Referral 3

Website, Meta Ads, Google campaigns, WhatsApp, referrals, and walk-ins can all be tracked into one operating queue.

Lead Distribution

Fair allocation and branch-ready routing

Manager control
Round-robin allocation Share new enquiries evenly across the sales floor.
Manual manager assignment Let management place the right lead with the right Sales Executive.
Branch-based assignment Route leads automatically to the correct branch or region.
Vehicle/category-based assignment Send bakkie, SUV, or premium stock leads to the right specialist.
Reassign after no response Escalate unattended leads before opportunities go cold.

Leads can be shared fairly, routed by branch, or reassigned if no one responds, which keeps the sales floor accountable.