Transform Lead, Service & Insurance Management – Powered by AI, built for Auto Dealers

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Lead & Pre-sales Management

AI-powered Lead Management platform with Lead source integration, SIM-integrated calling, and 2-way DMS integration

Lead Response Time
DMS: 6–24 hours
Convertix: 10–30 mins

Most CRMs delay the first call due to manual lead assignment and lack of monitoring. Convertix automates lead capture, assignment, and notifications — ensuring instant response without manual supervision.

Follow-up Rate

Missed or delayed follow-ups cause many leads to drop off unnoticed. Convertix ensures timely engagement with automated scheduling, smart reminders, SIM-integrated calls, and AI alerts for inactive leads.

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Service & Insurance Reminders

Automated service reminders, milage based reminders, enhanced call monitoring with logging, timely customer feedback

Delayed or Mistimed

Delayed or mistimed reminders lead to reduced visits and poor customer retention. Convertix automates service notifications through WhatsApp, SMS, and calls — ensuring timely engagement and higher workshop traffic.

Follow-up Rate

Successful follow-ups decide whether renewals close or slip away. Convertix automates reminders, alerts, and tracking — ensuring timely follow-ups, higher renewal rates, and stronger customer retention.

Why Dealers Choose Convertix

Convertix unifies Sales, Service, and Insurance workflows — integrating leads, follow-ups, and renewals into one automated, data-driven platform that improves response speed, team efficiency, and customer retention.

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Built for Automotive Dealerships

Purpose-built for Sales, Service, and Insurance — not a generic CRM. Designed around dealership operations and strong focus on real-world dealer challenges with deep automotive expertise.

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AI-Powered Prioritization

Machine Learning flags At-Risk and High-Potential leads, helping teams focus on what matters most. AI insights drive efficiency and improve lead conversion outcomes.

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SIM-Integrated Calling

All calls are automatically tracked and verified, ensuring transparency and authentic interactions. Instant call data enables follow-up automation and performance monitoring with ease.

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Built-in Dealer Chat

Connect instantly with sales, service, and management teams through integrated chat. Simplifies communication, improves coordination, and helps close deals faster across departments.

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Real-Time Dashboards & Pivot Charts

Gain instant visibility into lead performance, response speed, and team efficiency. Actionable dashboards help managers monitor productivity and improve decision-making in real time.

integrated & automated lead management
Integrated & Automated Lead Management

Leads are automatically fetched from OEM DMS, websites, and aggregators, then assigned within seconds. Ensures full visibility, zero manual effort, and continuous monitoring with smart alerts.

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 2-Way DMS Integration

Convertix syncs directly with OEM DMS systems, eliminating duplication and delays. Real-time updates ensure data accuracy and faster responses across all channels.

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Smart Alerts & Escalations

Missed or delayed follow-ups trigger instant reminders and automatic escalation. Convertix keeps teams accountable and ensures consistent, timely engagement with every lead.

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Omnichannel Engagement

Engage customers seamlessly across WhatsApp, SMS, and calls — all within one interface. Convertix enables ongoing communication without switching between tools.

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Fully Configurable and Integration-Ready

A modern, scalable platform that adapts to your dealership’s workflow. Easily integrates with OEM systems, CRMs, and third-party apps for complete flexibility and growth.

We bring innovation and efficiency across the Auto Retail ecosystem

We enable dealerships and OEMs to adopt smarter digital processes — from lead management to service and insurance — improving customer experience, operational efficiency, and profitability across the automotive retail ecosystem.

Ready to grow your dealership?

Choose Convertix Lead Management or Convertix Service & Insurance — start with one, scale to both.