Dealer Lead Routing and Follow-Up Automation

• Dealer Principal or Dealer Group CEO
• General Manager, Sales
• OEM Regional Lead Management Manager
• CRM Manager

A dealer group receives leads from the OEM lead portal, its own websites, car classifieds, social media forms, call-ins, walk-in registers and its own service customers. The same buyer often appears in several places, some leads never get an owner, and the OEM asks for status updates the dealer struggles to provide.

We build a lead hub that connects every source your group uses. Incoming leads are normalised, matched against existing records to remove duplicates and enriched with model, location and source. Routing rules set by your sales managers assign each lead by pincode, brand, model, language and consultant workload, and an SLA timer escalates leads that have not been contacted. A language model drafts personalised WhatsApp follow-ups from approved templates and price sheets, and consultants approve any message that mentions price, offers or finance. Outcomes and lost reasons sync back to the DMS and the OEM lead portal, and dashboards show the funnel by source and showroom.

• Ingests and deduplicates leads from the OEM portal, websites, classifieds, social forms and walk-in registers
• Routes by pincode, brand, model, language and consultant workload
• SLA timers with escalation to team leads for uncontacted leads
• Personalised WhatsApp follow-ups drafted from approved templates and price sheets
• Intent scoring from source, engagement and conversation notes
• Syncs lead status and lost reasons back to the DMS and OEM lead systems

1. 01Capture leadsLeads arrive from every connected source into one hub.
2. 02Deduplicate and enrichRecords are matched to existing customers and leads, and ambiguous matches are queued for a person to confirm.
3. 03Score and routeRules assign each lead to a showroom and consultant, with an intent score.
4. 04Watch the SLALeads not contacted within the agreed time escalate to the team lead for reassignment.
5. 05Follow upCadenced WhatsApp messages and call tasks run, with consultants approving any price or offer content.
6. 06Sync and analyseStatus and lost reasons flow to the DMS and OEM portal and feed funnel and source reports.

1. Sources
   • OEM lead portal connector
   • Website and social lead forms
   • Classifieds feeds
   • Walk-in and call-in registers
2. Lead hub
   • Deduplication and identity matching
   • Enrichment and intent scoring
   • Routing rules engine
3. Engagement
   • SLA timers and escalations
   • WhatsApp template engine with LLM drafts
   • Consultant approval queue
4. Systems and reporting
   • DMS and CRM sync
   • OEM portal status sync
   • Funnel and lost-reason dashboards

Consultants approve every message that mentions price, offers or finance, and team leads handle SLA escalations. Sales managers own the routing rules, and ambiguous duplicate matches are confirmed by a person before records merge.

• Dealer management system or CRM
• OEM lead management portal
• Meta and Google lead forms
• WhatsApp Business API
• Telephony or click-to-call
• BI tools for funnel reporting

• Messages use approved templates and price sheets only
• Opt-outs honoured across every channel immediately
• No false urgency or pressure messaging
• Ambiguous duplicates confirmed by a person, never merged blindly
• Consultant approval for price, offer and finance content

• Messaging follows TRAI commercial communication rules and WhatsApp opt-in requirements.
• Lead and customer data handled under the DPDP Act 2023, including consent and retention limits.

• Automotive & Mobility

  Test-Drive Lead Qualification Voice Agent

  Call new car enquiries quickly, capture model, budget, exchange and finance needs, book showroom or home test drives and pass ready buyers to a sales consultant.

• Automotive & Mobility

  Service Booking and Reminder Voice Agent

  A voice agent that calls customers when service is due, books workshop slots in the DMS, answers inbound booking calls and runs post-service follow-ups in Hindi, English and regional languages.

• Automotive & Mobility

  Guardrail Testing for Dealer and OEM Chatbots

  Adversarial testing of dealer and OEM chatbots and voice bots for wrong prices, unapproved claims, booking data exposure and Hinglish jailbreaks, with PASS, RISK and FAIL evidence.

• Real Estate & Construction

  Broker and Channel Partner Lead Automation

  Register broker leads from WhatsApp and email, check them against the CRM for ownership, acknowledge partners instantly and track each lead through visit, booking and brokerage.