The Sales Agent Now Works Your Dormant CRM Leads

Rolling out now. This is built and running, and we are switching it on account by account rather than all at once. If it is not on yours yet, your Ekho contact can tell you when it lands.

Every dealership has them. Leads that came in months ago, got one call, and have been sitting in the CRM ever since. Nobody is going to phone them. There is not enough day.

So, introducing automated outreach for CRM leads.

What it does

Leads that arrive from your CRM can now be worked by the Sales Agent rather than sitting where they are. They are picked up without anyone assigning them, and taken through the same automated follow-up your team already uses after a conversation ends. Each message is written from what that lead came in asking about, so a buyer who enquired about financing in April hears about financing.

Where the volume actually is

Most of a dealership’s lead list is older than this week. Those leads were paid for once and never worked to the end, and they are the cheapest intent in the building. Reaching them has always meant hours a sales floor does not have, which is why they stay where they are. Now they get reached anyway.

Your list stays yours

You decide which lead types are eligible, and the follow-up schedule is the one you built. Leads your team is already working stay with your team, and a rep who takes a thread over keeps it. Buyers who opt out are out for good. New leads are unaffected: they still arrive and route in minutes through automated lead routing.

Where to find it

Eligible lead types and the follow-up schedule are in the Admin Portal, under Settings, then CRM, then Automated outreach. Speak to your Ekho contact to have it switched on for your group.