Leads and CRM
Dealer CRM for WordPress
Every form on your site feeds one lead inbox, tied to the vehicle the shopper asked about. The CRM is built into the plugin and comes with every plan.
Capture
Every inquiry lands in one place
A form submission becomes a lead when its fields are mapped to lead data.
Forms become leads
Request info, contact and stock alert forms all create leads, including forms on pages that are not a listing.
Tied to the vehicle
Each lead keeps the listing it was about, so you see which unit drove the inquiry.
Notification emails
Get an email when a lead arrives, so you do not have to watch the admin.
Stock alert sign-ups
A shopper who asked to be told when a match arrives shows up as a lead too.
Follow up
Know who has been contacted
Open a lead, set where it stands and when to follow up, and keep notes on the conversation.
- Statuses: New, Contacted, Working, Won and Lost
- Follow-up dates show as reminders on your dashboard
- Assign a lead to a team member and keep notes
- Save the people worth keeping to your Contacts list
Your CRM
Send leads to the CRM you already use
Forward leads to an outside CRM in ADF/XML, the format most automotive CRMs accept.
- Choose a plain notification, ADF/XML only, or both
- Send the ADF/XML email to its own address
- Using Frazer? Leads can flow to Frazer attached to the vehicle
Your team
Each person sees what they should
Own leads only
Give a sales rep access to the leads they own and nothing else.
Everything for managers
Managers can view all leads and manage them.
Archive, do not lose
Archive a finished lead and restore it later. Deleting a lead is permanent and a separate permission.
Keep going
More that works with your leads
Leads tie back to your inventory and your other tools, and you can check them in the app.
Frequently Asked Questions
Questions about leads
Does it replace my CRM?
It is a built-in CRM for handling inquiries from your site. If you use an outside CRM, you can forward leads to it in ADF/XML, so you can use both.
Which plan includes it?
The leads and contacts tools are built into the plugin and come with every plan.
Do forms on other pages create leads?
Yes. A DMS form on a contact page or any other page creates a lead, with or without a listing.
What makes a form submission a lead?
The form must be a DMS form with each field mapped to lead data, such as customer name and customer email, in the form field settings.
Can my sales reps see only their own leads?
Yes. Permissions let a role view its own leads or all leads, and manage or delete them separately.
What is the difference between archiving and deleting?
Archiving keeps the lead and its history and takes it out of your daily view, and you can restore it. Deleting is permanent.
Can I export my leads?
Yes. Export leads to CSV any time. Want them in an outside CRM instead? Forward them in ADF/XML as they arrive.
Get started
Catch every lead from day one
Put your inventory online and let every inquiry land in your own CRM.
Your data stays on your WordPress site, and your layouts stay yours to change.