More cars sold. Same sales team.
Booking test drives, part-exchange appraisals, service visits, recall work.
Every enquiry ends with a test drive in the diary.
- 00:02
JessicaHi Tom, it's Jessica from Marlow Motors. You just asked about the white Sportage on our website. Are you thinking of part-exchanging a car?
- 00:13Caller
Yes, my 2017 Focus, about 58,000 miles. And I'd want finance.
- 00:18Jessica
Perfect, that's all noted. Priya will call you back with a part-exchange figure by half eleven.
- Part-exchange
- 2017 Focus, 58,000 miles
- Finance
- Interested, PCP
- Timing
- This month
- Keyloop: web enquiry, 2022 Sportage, stock #M2291
- Lead: part-exchange 2017 Focus, finance, this month
- Task: Priya calls back with the figure by 11:30
- 00:02Caller
Is the white Tiguan still there? I would like to drive it on Saturday.
- 00:09Jessica
It is, and I've put it on hold for you. Saturday at 11 with Priya, or 2 o'clock?
- 00:17Caller
11 is great.
- 00:20Jessica
Booked for Saturday at 11. I've texted you the details. Please bring your driving licence.
- Keyloop: stock #M2310 held for the test drive
- Diary: Sat 11:00 test drive, Priya
- SMS: confirmation, bring driving licence
- 00:02Jessica
Hi Mrs Patel, it's Jessica from Marlow Motors. Your finance agreement on the Golf ends in March. Would you like to see what you could change into before then?
- 00:15Caller
Maybe, if the monthly payments stay about the same.
- 00:20Jessica
Understood. I've booked you in with Priya on Thursday at 5:30 to go through the options.
- Keyloop: agreement ends Mar 2027, 31,200 miles
- Deal: upgrade opened on the existing customer
- Diary: appraisal Thu 17:30, Priya
- 00:02Jessica
Hi Mr Okafor, it's Jessica from Marlow Motors service. There's a free safety recall on your Kuga. It takes about two hours. Could we book it in?
- 00:14Caller
Fine, but I need a car that day.
- 00:18Jessica
No problem. Monday at 8, with a courtesy car ready for you. I've texted you the details.
- Keyloop: open recall R-2231 on this vehicle
- Workshop: Mon 08:00, Bay 3, courtesy car held
- SMS: recall booking and courtesy car confirmed
- 00:02Caller
We run a plumbing firm and need six vans on contract hire from January.
- 00:09Jessica
That's one for Olivia, our business sales manager. She has your details already. Putting you through now.
- Test drives and service bookingsJessica
- Business and fleet buyersOlivia, business sales
- ComplaintsHead of business
- Company
- Plumbing firm, 14 staff
- Need
- 6 vans on contract hire
- Timing
- Current leases end in January
Jessica- Routing: business buyer, needs a person
- Microsoft Teams: brief sent (company, vans, timing)
- Handover: warm transfer, nothing to repeat
You choose who goes to a person. How handover works · What AI does on every call
Already on these? We plug in.
- AutoScout24
- Elead CRM
- Kerensen
Microsoft Outlook / Microsoft 365
Zapier
Salesforce Field Service- DealerSocket
- Zucchetti Infinity Automotive
HubSpot
Microsoft Teams
Make
Loco-Soft
- Datacar DMS
Salesforce
Google Calendar
Slack
n8n
Trademarks belong to their owners. Shown to name the systems we connect to, not a partnership.
Where do your sales get lost?
Web leads called back too late
Every enquiry called within a minute and booked for a test drive.
Finance renewals nobody chases
Customers near the end of their agreement called before they shop around.
Service and recalls left waiting
Due and recall customers called and booked into the workshop.
Showroom phones ringing out
Stock, test drive and service calls answered at once, day and evening.