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Automotive SalesLead Automation

Leads captured and routed automatically

A multi-location car dealership needed one place for lead capture and a faster sales pipeline.

TA

Automotive sales

Tri-State Auto

tristateautosales.com

The Situation

  • The dealership needed to capture leads from WhatsApp, Instagram, Facebook, and web in one place.
  • Initial responses and qualification were manual, which slowed down follow-up.
  • Loan verification, scheduling, and CRM tracking were fragmented across tools.

What We Built

  • Built a unified lead capture and sales automation platform.
  • Automated first-touch responses, qualification, loan verification, meeting scheduling, and CRM updates.
  • Centralized every prospect into a single dashboard for the sales team.

Results

  • 100% of first-touch responses handled automatically.
  • Loan verification reduced from hours to under 5 minutes.
  • Meeting scheduling fully automated with zero manual coordination.
  • Customer data centralized in a single CRM dashboard.

Why It Works

  • The dealership owns the workflow and data inside its own stack.
  • Every channel feeds the same system, so the team sees one source of truth.
  • The automation can be extended as the business grows across locations.

Workflow Snapshot

WhatsApp, Instagram, Facebook, and web lead captureAutomatic response and qualificationLoan verification workflowMeeting scheduling automationCRM dashboard syncSales team follow-up

Next Step

If you want this inside your stack, we'll start building it with you.

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