The first AI-powered Lead Management System for multi-location automobile dealers.
AI-powered Lead Management
Convertix is revolutionizing lead management by incorporating AI to dramatically improve lead handling and engagement in order to to accelerate sales and enhancing customer satisfaction.
- AI-Driven Lead Qualification & scoring based on purchasing behavior, engagement level, and demographic details.
- AI-Driven Call Scheduling: Suggests and restrict time for calling and re-calling in case the call was unanswered or disconnected.
- AI-Assisted Lost leads retrieval based on probability of positive response depending upon the reasons & timing for loss, and reopening at specific events like festivals, vehicle deals
Convertix AI builds exclusively on your data as per our Data Privacy commitment, so AI training may take longer until sufficient data builds up. Unlike other solutions, Convertix does not use data from other dealers, which causes delay in start of AI assistance.
Control Room view: Multi-brand and Multi-location Monitoring and Analysis
Single point management and review of sales leads and enquiries across multiple brands, dealerships, and geographies.
- Centralized “Management Drill-down view” for easy monitoring and analysis
- Role-specific “Business view” for individuals for streamlined tracking and reporting
- Custom automation of brand and dealer processes
- Cross-selling different brands of the lead pool
As owner, I can monitor workstreams and analyze performance across several different brands and dealerships with Convertix.
Mobile-first Web Application
Handle leads on the go through Mobile and access a powerful suite of functionalities through Desktop browser. Help Lead and Sales teams efficiently capture, track, and manage sales leads & enquiries directly from their mobile devices.
- A clear, concise view of the lead pipeline with Intuitive color-coded lead statuses
- Information rich Lead & Enquiry screen
- Filters and easy search functionality to quickly find leads by name, status, priority, or other parameters
- Make calls directly through mobile application.
As a Sales Consultant, the Convertix mobile application allows me work while on the move, be it outside the office, or in the showroom.
Integration: Lead sources, Calling, WhatsApp
Efficiently capture leads from various sources automatically in real-time, enables quick follow-up. Improve quality of customer communication and documentation verification, streamlining processes, right from lead acquisition to sale closure.
- Lead sources with integrated APIs: Carwale, Cardekho, Facebook, Instagram and WhatsApp
- Communication Channels: Integrated SIM calling, Cloud Telephony, WhatsApp (integration for each user’s number), email, SMS
- Documentation verification through API: Aadhar, PAN
As the Manager of Customer Relationship Executive team, Convertix automatically provides me with leads from all sources at my fingertips, and my team and I no longer have to go through the laborious manual task of importing and combining leads from different sources.
Automated Lead Assignment & monitoring
Automate distribution of leads to appropriate team members, track deadlines, send timely notifications, and trigger escalations or reassignments when required, with Convertix.
Ensure that all leads are addressed, improve resource utilization, and improve your chances of lead-conversion.
- Configurable automated lead assignment, deadlines, notification
- Assignment based on individual expertise, available slots, availability, attendance and queue
- Rule Engine for advanced automation options
- Cross-Channel Notifications options: in-app, WhatsApp, SMS, email
As the Manager of Customer Relationship Executive team, Convertix automates lead assignment, allowing us to respond immediately and monitor follow-ups.
In-App Calling
In-app calling options using integrated SIM or Cloud Telephony for better communication efficiency, tracking, and privacy, ensuring seamless interaction between sales teams and leads. Enables sales representatives to make calls directly from the lead management system, which streamline sales processes and improve lead conversion.
- Integrated SIM calling with call outcome (connected, did not respond, switched-off, disconnected, not reachable) and duration capture
- Inbound call tracking (SIM)
- Automated status update in lead history
- Call recording and number masking with Cloud Telephony (optional)
Test-ride Management
Streamline the process of scheduling, managing, and tracking test drives. Convertix ensures hassle-free scheduling by cross-checking test vehicle inventory and availability of skilled executives. Through ride tracking, integrated customer feedback and geotagged ride verification, collect valuable data and improve customer experience.
- Reduce delays and waiting times, eliminate overbooking, underbooking, and failed test ride due to unavailability of test vehicle or executives
- Facilitate a smooth test ride experience and maximize the likelihood of converting leads into test-rides and eventually into sales
- Automatically send reminders to customers and sales executives and reduce chances of missed appointments
Multi-vehicle Comparative Quotation
While working with customers exploring several vehicle options, Convertix allows sales executives to quickly generate customizable multi-vehicle quotations.
Simplify the decision-making process by allowing customers to compare key features, prices, and add-on options side-by-side in one document, and enable quicker purchasing decisions.
- Dynamically and automatically generate quotations with updated pricing & options
- Customize vehicle models, variants and trims as per customer’s choice through easy UI on mobile
- Quotation instantly delivered through WhatsApp or email to customer
Analytics: Charts, Pivot Tables & interactive grids
Convertix is equipped with interactive grids & charts, and pivot tables, which provide automobile dealers with powerful tools to efficiently manage and analyze their leads and track performance in real time.
- Users can instantly filter and sort leads based on criteria such as dealership, location, lead source, vehicle model interest, sales exec, or stage in the sales cycle. Easy export of curated data
- Interactive charts allow users to drill down into more granular data, providing deeper insights into specific trends or areas of interest.
- Pivot tables & charts enable teams to slice and dice lead data from multiple angles, uncovering hidden patterns or insights that wouldn’t be apparent with simple tables or charts.
As GM of Marketing, I can create different scenario of geo-based and source-based lead conversion rates to plan my marketing spend.
