Convertix Lead Management

Convertix helps automobile dealerships accelerate sales through AI-driven qualification, smart automation, and real-time DMS integration — all in one intuitive platform.

Introductory Offer

Experience Convertix Lead Qualification for 3 months

Lead Management & Pre-sales Features

AI-Powered Lead Intelligence

Automate lead scoring, call scheduling, and lost lead recovery with dealership-specific AI that learns from your data — not anyone else’s.

AI-Powered Lead Intelligence

Convertix uses your dealership’s own data to build intelligent AI models that enhance lead handling over time.

  • AI-driven lead qualification & scoring based on behavior, engagement, and demographics
  • AI-assisted call scheduling that suggests ideal call times and re-calls automatically
  • AI-powered lost lead retrieval triggered by offers, festivals, or timing events

Your data remains private — Convertix never mixes it with data from other dealers.

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SIM & Cloud Telephony Calling

Call leads directly from Convertix with outcome tracking, call recording, and privacy protection.

SIM & Cloud Telephony Calling

Convertix integrates with both SIM and Cloud Telephony systems, enabling in-app calling.

  • Capture call outcome and duration automatically
  • Track inbound and missed calls (SIM)
  • Record calls and mask numbers (Cloud Telephony option)
  • Update call status automatically in lead history

This ensures better communication efficiency, tracking, and accountability.

in app calling
Mobile-First Web App

Work anywhere — manage leads, make calls, and track progress on mobile or desktop.

Mobile-First Design

Convertix is built for mobile-first access with all key functions available on the go.

  • Clear, color-coded lead pipeline
  • Quick filters and searches
  • Call and update leads directly from mobile
  • Responsive browser interface for desktop use

Sales Consultant can follow up and close deals even outside the showroom.

mobile first
Automated Lead Assignment

Instantly assign leads to the right executive with AI-based rules and performance tracking.

Automated Lead Assignment

Convertix intelligently distributes leads and tracks their progress automatically.

  • Configurable rules for assignment and escalation
  • Criteria: expertise, queue, attendance, or availability
  • Cross-channel notifications: in-app, WhatsApp, SMS, Email

This ensures every lead is acted upon — fast and efficiently.

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Multi-Vehicle Comparative Quotation

Generate and share side-by-side comparisons of multiple models in seconds.

Multi-Vehicle Comparative Quotation

Convertix helps your sales team provide instant, customized quotations.

  • Select and compare models, variants, and offers dynamically
  • Auto-update prices and add-ons
  • Share instantly via WhatsApp or Email

Simplify decision-making and close deals faster.

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Two-Way DMS Integration

Fetch and update leads directly from your OEM’s Dealer Management System — no manual imports, no double work.

Two-Way DMS Integration

Convertix connects directly with your manufacturer’s DMS for seamless, real-time integration.

  • Fetch leads, assign them, and sync status updates automatically
  • Avoid duplication and manual download
  • Works with top brands like Maruti Suzuki, Hyundai, Tata, Kia, Honda, Hero, Suzuki, TVS, Royal Enfield, and more
  • Consolidate leads from multiple sources into one dashboard

Now my team works only on Convertix — no more juggling multiple lead systems.

dms integration
Smart Dashboards & Daily Planning

View real-time tasks, schedules, and performance data across your entire sales team.

Smart Dashboards & Daily Planning

Convertix’s dashboard consolidates your team’s activities and progress in real time.

  • Unified view of tasks, calls, test rides, and follow-ups
  • Auto-generated daily plan with live updates
  • Drill down by team, dealer, or day
  • Control Room View for centralized management across brands and geographies

Owner or head of operations can monitor all dealerships from one screen.

daily plan
Multi-Source Lead Integration

Capture and consolidate leads instantly from CarWale, CarDekho, social media, and WhatsApp.

Integration: Multi-lead sources, Calling, WhatsApp

Convertix automatically gathers leads from all your digital sources via API integrations.

  • Sources: CarWale, CarDekho, Facebook, Instagram, WhatsApp
  • Communication channels: SIM calling, Cloud Telephony, WhatsApp, Email, SMS
  • Option of document verification: Aadhaar & PAN

No more manual data combining — everything updates automatically in real time.

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Test-Ride & Appointment Management

Manage test drives with automated scheduling, reminders, and ride tracking.

Test-Ride & Appointment Management

Convertix simplifies test ride management by linking vehicle and executive availability.

  • Avoid overbooking or missed appointments
  • Auto-reminders to customers and executives
  • Capture feedback and geotag verification after rides

Turn test rides into high-probability conversions effortlessly.

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Analytics & Insights

Make smarter marketing and sales decisions with live dashboards and pivot reports.

Analytics & Insights

Convertix’s built-in analytics suite turns data into actionable insights.

  • Drill down by lead source, geography, model, or executive – along with call data
  • Interactive charts and pivot tables
  • Export curated data for reporting or sharing

GM of Marketing can see which campaigns work best in different months — instantly.

dashboard

Proven Impact: Faster Responses, Higher Conversions, Better Control

Convertix transforms lead handling into a faster, more predictable process — reducing response time, improving qualification rates, and helping sales teams close more deals with better visibility and control.

Standard DMS / CRM
Convertix
Lead response time
Standard (6–24 hr)
~12 hr
Convertix (10–30 min)
~20 min
Never answered (no response)
Standard
~35%
Convertix
~20%
Lead qualification rate
Standard
~20%
Convertix
~40%
Test-drive completion
Standard
25–30%
Convertix
40–50%
Lead loss prevention / recovery
Standard
<5%
Convertix
10–15%
Lead follow-up rate
Standard
~50%
Convertix
>90%
Sales closure cycle
Standard (15–21 days)
~18 d
Convertix (8–12 days)
~10 d
Lead → Sale conversion
Standard
3–5%
Convertix
5–7%
Monthly sales / consultant
Standard
4–5
Convertix
6–8

Benefits Across Roles

Convertix delivers role-specific outcomes so every team member — from group owners to floor executives — sees measurable improvements. Select a role to view what Convertix automates, simplifies and additionally provides.

Owner / Group GM

Automates
  • Consolidation of leads across sources (lead providers, DMS, walk-ins) into one view.
  • Periodic executive-level reports and topline dashboards delivered automatically.
  • Recovery flows and re-engagement triggers for at-risk leads.
Simplifies
  • Group-level visibility with drill-down to per-dealership KPIs and consultant performance.
  • Clear measure of marketing ROI by source and geography.
  • One-click summaries and scheduled reports for board / ownership review.
Additional Functionality
  • Role-based access and consolidated billing for multi-location groups.
  • Strategic alerts for owners (e.g., sudden drop in follow-ups, inventory mismatches).
Outcome: Predictable pipeline, faster turnaround on opportunities, and measurable uplift on group-level conversions.

Frequently Asked Questions — Convertix

Find answers to the most common questions about Convertix Lead Management. Click a category to expand it — only one category and one question stay open at a time for focused reading.

Basics

Core product & capture
What is Convertix Lead Management?
Convertix is a mobile-first, cloud-based solution that helps automobile dealerships manage sales leads, track customer interactions, and automate follow-ups and reporting through a centralized platform.
How does this system help increase sales?
By tracking every lead across the sales funnel, automating follow-ups, and offering real-time insights into customer interactions, Convertix enables faster responses and improved conversion rates.
How does the system capture leads?
It captures leads automatically from CarWale, CarDekho, BikeDekho, social platforms and other APIs; plus inbound calls, walk-ins and manual/Excel imports are supported.
How does the system help with lead handling?
Convertix provides engagement history, communication logs, and demographic context so sales teams can prioritize and follow up with high-potential prospects efficiently.
Is the system suitable for single or multi-location dealerships?
Yes — Convertix scales from single-location dealers to large multi-brand groups and can be configured to match your processes.

AI-powered

Scoring, timing & insights
How is AI used in Convertix?
Convertix applies AI to dealer-specific data to identify patterns for lead scoring, call timing, assignment suggestions and other operational improvements.
Can AI suggestions be used immediately?
No — reliable AI requires dealer-specific volume. Depending on lead numbers, useful suggestions commonly emerge within 2–6 months.
How will Convertix AI categorize leads?
AI analyzes prospect profile, demographics, interaction history, location and model interest to estimate qualification probability and prioritize leads.
What are AI benefits for marketing?
AI gives conversion and ROI feedback by source and geography so marketing spend can be optimized.
What are AI benefits for operations?
AI suggests optimal call times, recall gaps and assignment strategies to improve operational efficiency and lead response quality.

DMS Integration

Sync with OEM systems
What is the need for DMS Integration?
Manufacturer DMS systems provide sales and servicing leads that complement dealer-generated leads. Convertix imports these to consolidate all leads on a single platform.
Is DMS integration limited to leads only?
No — Convertix can fetch a wide range of DMS data, including wholesale/retail and servicing jobcard details, not just leads.
What is the meaning of 2-way integration?
2-way integration allows Convertix to both fetch data from and update the DMS, keeping systems synchronized and removing duplicate entry.
Is this process automated or manual?
The integration is automated and does not require manual intervention once set up.
What technology is involved in 2-way integration?
Convertix uses proprietary Robotic Process Automation (RPA) techniques to implement many of its DMS integrations.
Will Convertix support any DMS?
Yes — Convertix aims to support practically any DMS and can also integrate with third-party CRMs, ERPs, and accounting software.

Plan & Status

Tasks, events & reporting
What is Plan and Status?
Convertix auto-generates planned tasks for each Customer Relations Executive and Sales Consultant based on lead/enquiry status, consolidating team plans with drill-down capability for day, week and month.
What are events and activities?
Events are scheduled items (test rides, showroom visits). Activities include tasks, escalations, notifications, status changes and updates — shown in a scrolling list with latest items on top.
Are reports available based on this data?
Yes — Convertix provides extensive reports based on plan and activity data.

Multi-location

Groups & hierarchies
Can Convertix be used across multiple brands & locations?
Yes — a single installation supports multiple brands and locations with unified and drill-down views for management.
Can groups having both 4-wheelers and 2-wheelers use single installation?
Yes — Convertix handles all vehicle types, including commercial vehicles and tractors, under a single installation.
2-wheeler and 4-wheeler dealers use different processes. Can Convertix handle this?
Yes — workflows are fully configurable so each dealer type can have its own steps and stages.
Can a centralized call centre be supported?
Yes — Convertix supports shared call-centre operations with appropriate access controls and office structure.
Can managers oversee teams across locations?
Yes — cross-office hierarchies let managers monitor teams across multiple showrooms.
Can leads be used for cross-selling across brands?
Yes — leads can be shared across dealerships in a group to enable cross-sell opportunities based on profile.

Mobile support

Apps & notifications
Is Convertix accessible on mobile?
Yes — Convertix is mobile-compatible for smartphones and tablets. Desktop browser is recommended for detailed analysis and reports.
Is there a dedicated mobile app?
Yes — Convertix provides an Android app; iOS support is planned.
Can I manage leads from my mobile device?
Yes — view, update, assign and track leads in real time from mobile.
Does the app support push notifications?
Yes — push notifications for new leads, reminders and status updates are supported.
Can test rides be scheduled via mobile?
Yes — schedule, reschedule and track test rides and capture ride photos via the mobile app.

Integrations

Providers & telephony
Which integrations are included?
Included: CarWale, CarDekho, Facebook/Instagram, Integrated SIM calling, Cloud Telephony (Stringee), WhatsApp, Email (SMTP), and SMS gateway.
What are integration benefits?
Integrations reduce manual work by consolidating leads and capturing call outcomes automatically.
Are integrations free?
Integrations are part of Convertix; third-party usage fees (lead providers, telephony, WhatsApp, SMS) apply separately.
Can we add other lead sources or telephony?
Yes — additional integrations can be implemented with API docs and dealer hand-holding; such services are paid customizations.

Automation

Assignments & reminders
Is automatic lead assignment supported?
Yes — Convertix can auto-assign leads based on city, lead source, vehicle type, executive availability, and existing assignments. Assignment rules are configurable globally or per dealership.
What is lead reassignment?
Leads can be reassigned for leave, separation, or repeated failures to attend — these conditions are configurable.
Does assignment consider attendance?
Yes — assignment logic considers attendance and working hours. Convertix includes employee management features to mark attendance and manage holidays.
Difference between notifications and alerts?
Notifications are routine messages (e.g., assignment); alerts are escalations sent to owners or managers. Both are configurable.
What are reminders?
Reminders are sent to stakeholders before scheduled events (e.g., customer and sales exec reminders for test rides).

Quotation

Pricing & sharing
Can I create multi-vehicle comparative quotations?
Yes — create and send comparative quotations for multiple vehicles directly via WhatsApp, email or SMS.
Can employees choose models for quotations?
Yes — Sales Consultants or CREs can select models/variants based on parameters like fuel type and transmission.
Can quotations be sent via mobile app?
Yes — create and share quotations from mobile via WhatsApp, email or SMS.

Test ride

Scheduling & tracking
Does the system support test ride management?
Yes — schedule, track and follow-up on test rides through Convertix.
Can managers view all scheduled test rides?
Yes — managers can see scheduled and actual rides in a detailed scheduler view.
Are reminders sent for test rides?
Yes — notifications to executives and WhatsApp reminders to customers are supported (if subscribed).
Can photos be captured during test rides?
Yes — odometer readings, photos and geo-tagging can be captured via mobile during test rides.

Reporting

Dashboards & exports
What reports can Convertix generate?
Reports include conversion rates, sales performance, lead source analysis and customer response times with chart visualizations.
What are Pivot Table reports?
Convertix Pro includes pivot tables for deep analysis — rearrange fields to create custom views and charts.
Can I export data and reports?
Yes — data and reports can be exported as Excel, CSV or PDF based on access controls.
Can custom reports be created?
Yes — common reports may be added to the roadmap; specific custom reports can be delivered as paid services.

Performance

Scale & infra
How many users and leads can Convertix handle?
Basic infra supports 200+ active users and 50,000+ leads/month; multicore servers scale for larger volumes.
Will the system slow down with high volumes?
No — Convertix is built on scalable cloud infra to maintain performance as load increases.
How do upgrades work as I grow?
Convertix is SaaS and allows plan upgrades to add users, leads and features as needed.

Security

Privacy & access
How secure is my data?
Convertix uses encryption, access control, regular security updates and isolated customer databases with backups to ensure data confidentiality.
Can I control access to lead data?
Yes — role-based access control lets you set permissions for different user roles.
Are activities and events tracked?
Yes — an audit trail captures activities and events for analysis and compliance.

Implementation

Onboarding & support
How long to implement?
Typically 2–4 weeks depending on dealership size, config and customization. Support is provided during setup.
What support is provided?
Support via email, WhatsApp and phone during office hours; dedicated account manager included; extended support available for purchase.
Is training provided?
Yes — onsite and online training during implementation; additional packages available for purchase.
Are other services available?
Yes — master-data maintenance and managed services can be purchased as needed.

Customization

Configurable workflows
Is Convertix configurable?
Yes — workflows, reports and features can be tailored by configuration to match dealership processes and goals.
What if a required function is missing?
If not available via configuration or roadmap, paid customization services can implement required functionality.
Are customizations included in base price?
Initial one-time configuration is included; additional customizations are paid services.

Contract

Trials & pricing
Do you offer a free trial?
Yes — a 5-day free trial is available to explore features before committing.
How much does Convertix cost?
Pricing is subscription-based and depends on leads, features and customizations. Tiered plans are available.
Are there long-term contracts?
No — Convertix uses flexible subscriptions built on lead packs; you may stop buying packs anytime. Larger packs receive discounts.