Convertix uses industry standard AI engines, and employs AI algorithms on customer’s actual data. Ai algorithms are used to find patterns in the data for specific purposes, which can then be used for off-line or on-line decision-making.

No. AI algorithms require adequate data to find proper patterns. Since each dealer’s case is unique, and in order to protect data privacy of each dealer, the AI algorithms can be applied only on the dealer specific data. Depending upon lead numbers, collection of required volume of data can take 2-6 months before it can start providing reliable and concrete results.

Convertix stores large amount of data for each lead, which includes prospect profile, demographics, interaction history, location, choice of models, etc. This enables Convertix to use large number of parameters to analyze overall effect on lead qualification. leveraging this dataset, AI algorithm can then predict the lead qualification probability of each new lead and enable focusing predominantly on such leads.

Convertix AI can provide you feedback about efficacy of marketing methods in terms of conversion rations, volumes and overall cost effectiveness. Based on this, dealer can appropriately finetune marketing strategy.

Convertix AI can help suggest the right time for calling leads based on profile, as well as the gap between successive call attempts in case the call in not answered.

Convertix can also help you identify optimal assignment methodologies for enquiry assignment based on prospect profile match with the sales consultant.

Several more process improvements can be carried out based on AI suggestions.

Yes. Convertix can easily deal with multiple brands and multiple location from a single installation. Top management gets unified & consolidated view across the brands and location, with capability to drill-down inside the brands or dealerships.

Yes, Convertix has provision to handle all type of vehicles. This extends to even commercial vehicles and tractors.

Yes. Convertix provides fully configurable workflow, which can have different process steps depending upon dealer requirements. For example, 4-wheeler may have Lead qualification stage, whereas for 2-wheeler the entry point could directly be Enquiry.

Yes. Flexible office structure supported by Convertix allows any team to be attached to either dealership or directly to the group head. This way, Call centre can become a shared resource with access to all relevant information across dealerships.

Yes. Converix supports cross-office employee hierarchy i.e. a Manager can have teams spread across different dealerships, offices and locations.

Yes. Lead can be made visible across dealerships within the group. Hence, depending upon the lead profile, it can be used for different brands. This is one of the main benefit of having unified structure.

Yes, Convertix is fully mobile-compatible and accessible from smartphones and tablets, enabling sales teams to manage leads on the go. Desktop browser can be used for data analysis and viewing detailed reports/charts.

Yes, we offer a dedicated mobile app for Android platforms (iOS support coming soon), allowing seamless access to all features, notifications, and reports from your mobile device.

Absolutely. You can view, update, and assign leads, as well as track their progress in real time directly from your mobile device.

Yes, you will receive instant push notifications for new leads, follow-up reminders, and any lead status updates, ensuring you never miss an opportunity.

Yes, test ride management is fully supported on the mobile app. You can schedule, reschedule, and track test rides, along with customer follow-ups. Ride photographs can also be taken within the mobile app.

Integrations eliminate need for manual work involved during various steps e.g. integration of lead sources not only eliminate need for periodic manual data import, but also help bring leads from various sources together.

SIM calling integration eliminates need to manually select the outcome of the call made e.g. no-answer, call disconnected etc.

1. Lead providers – Carwale, Cardekho
2. Social: Facebook/Instagram
3. Voice Communication: Integrated SIM calling (outbound and inbound with call status)
4. Cloud Telephony: Stringee
5. WhatsApp (option of single corporate number or individual numbers)
6. eMail (SMTP)
7. SMS (Gateway only)

• The integrations are part of Convertix and require no additional license fees.
• However, the usage fees for each of the 3rd party integrations like Lead providers (Carwale, Cardekho), WhatsApp, Cloud Telephony, SMS etc. needs to be paid as per the option selection and actual usage (e.g. per Lead charges for Carwale needs to be paid either directly to provider or through Convertix).

Yes, such integration can be carried out. Integration details (API documentation etc.) will be required, and the dealer will need to provide hand-holding. Such integration services are covered under paid customization services.

Yes, Convertix can be configured to automatically assign the Lead based on various parameters like lead address (city), lead source, vehicle type, executive availability (attendance), current executive assignments etc. The assignment rules can be configured either universally within the group or for specific dealership(s).

A Lead can be reassignment for various reasons e.g. employee on leave, employee separation, repeated failures to attend the lead etc. All these conditions are configurable.

Yes, automated assignment and reassignments take into consideration the attendance and working hours of the employees. Convertix includes employee management functionality, which facilitates easy attendance marking as well as holiday management.

Notifications are sent to the employees and/or their managers as intimation for the routine action e.g. lead assignment, task completion. Alerts are used for escalations, and can be sent to self (current lead owner) or to managers. Type of notifications & alerts, conditions and their recipients are all configurable.

Reminders are sent to various people involved in any specific activity prior to the event as reminder for their attendance for the event e.g. reminders are sent to the Customer and Sales Executive stipulated time before the scheduled test ride.

Yes, the system allows you to create and send comparative quotations for multiple vehicles directly to leads via WhatsApp, or email, simplifying the decision-making process for customers.

Yes, Sales Consultant or Customer Relationship Executive can choose the vehicle models and variants based on various parameters like fuel type, transmission type etc.

Yes, you can create quotation by selecting multiple vehicles and variants and send multi-vehicle comparative quotations via WhatsApp, email, or SMS directly from the mobile app.

Yes, test ride management is fully supported on the mobile app. You can schedule, reschedule, and track test rides, along with customer follow-ups.

Yes, it includes a built-in test ride management feature that allows dealer’s  executive to schedule test rides in consultation with the customers, and the dealer can track view test ride status and follow up with customers post-test ride.

Yes, it includes a built-in test ride management feature that allows dealer’s  executive to schedule test rides in consultation with the customers, and the dealer can track view test ride status and follow up with customers post-test ride.

Yes. manager can view the scheduled test rides in a detailed scheduler view, which also shows the actual test ride in addition to scheduled test ride.

Yes. Notification is sent to the executive prior to the test ride (as per duration selected by executive). Customer is informed through WhatApp message (if WhatsApp services are subscribed) in the morning and then again prior to test ride.

Yes. Various test ride details are collected (star/end odometer readings), which also included integrated clicking of photographs (on mobile) along with geo-tagging of the photograph.

Convertix provides large list of reports, including lead conversion rates, sales performance by team member, lead source analysis, customer response times, etc.

Reports data is also shown in chart visualization mode.

Convertix Pro version includes advanced Pivot table for carrying out deeper pattern analysis.

Pivot Tables help in condensing large amounts of data into a more digestible form by calculating sums, averages, counts, etc. Data can be rearranged (or “pivoted”) by dragging and dropping fields, providing different views of the same data.

Along with tabular data, Convertix also represents data in form of charts.

Yes, all reports and data can be exported in multiple formats (e.g., Excel, CSV, PDF) for offline analysis or sharing with other team members. Data presented in various data tables on UI can also be exported depending upon access control.

Yes. If the report is common requirement, it is likely to be included in the future roadmap. Otherwise the report can be covered under paid customization services.

Convertix is already used by groups having multiple dealerships with several showrooms.

200+ active users and 50,000+ leads per month is easily handled with basic infrastructure and 100,000+ leads per month on multicore server. Convertix is designed to use multicore hardware, and hence can handle much bigger loads.

No, Convertix is built to handle large volumes of leads, with cloud-based infrastructure that scales as your business grows to ensure optimal performance at all times.

Our SaaS platform is fully scalable, meaning you can easily upgrade your plan to accommodate more users, leads, and additional features as your dealership expands.

The system uses industry-standard encryption, regular security updates, and access control to protect your data. Convertix is architected to provide high security of data. All customer information is stored securely in the cloud with backups in place to prevent data loss. Data of each customer is stored in separate database isolated from other customers, thereby ensuring confidentiality of the data.

Yes, Convertix includes role-based access control, allowing you to set permissions for different team members. You can control which parts of the system each user can access based on their role (e.g., sales rep, manager, admin).

Yes, Convertix has built-in audit trail which can be used for deeper tracking & analysis of practically all the activities and events.

Implementation typically takes between 2 to 4 weeks, depending on the size of your dealership, configurations and any specific customizations required. We offer support during the setup process to ensure a smooth transition.

We provide customer support during office hours via email, WhatsApp and phone. You’ll also have access to a dedicated account manager and support person. Support for extended hours can be purchased separately.

Yes, we offer both onsite and online training sessions for your teams at the time of implementation to ensure they are comfortable using the system and maximizing its potential. Additional training services can be purchase separately.

Yes, we provide services for on-going configuration and master maintenance. These services can be purchased separately.

Absolutely. The system can be configured with features, workflows, and reports that align with your dealership’s specific processes and goals. Convertix is highly configurable, and almost all requirements can be met simply through configurations.

Convertix has been designed and built as per the requirements collected from wide range of automobile dealers, and endeavors to cover all the required functionalities either directly or through advanced configuration. In addition to this, Convertix leadership team keeps monitoring the actual working and seeks feedback from the users, and defines roadmap of new functionalities and features to be included in new versions. Due to this, it is quite likely that the required functionality may either be provided through configuration or as part of roadmap. However, if the requirement is still not addressed, Convertix team provides customization services.

One time configuration is included in the initial setup. Any further configurations (or changes) can be availed by the customer through Support Services.

Customizations (if required) is an additional service, and is charged separately.

Yes, we offer a 5-day free trial, allowing you to explore the system’s features and determine if it’s a good fit for your dealership before committing.

Pricing is based on a subscription model and depends on the number of Leads, features required, and any customizations. We offer tiered pricing plans to suit groups and dealerships of various sizes.

No, we offer flexible subscription plans based on Lead packs of various sizes, and you can choose to stop buying new packs any time. Bigger Lead packs are also available with discounted pricing.