Revenue · CRM

Customer Relationships

One unified record per customer — lead, deal, service, lifetime value.

JM

Jordan Mitchell

Interested in 2024 F-150 Lariat · Source: AutoTrader · Assigned to Marcus R.

AI Score

96/100

Deal Value

$68.5k

Stage

New Lead

Last Touch

4m ago

AI Recommended Next Action

High intent · respond now

Activity timeline

AI Sales Agent

SMS · sent4 min ago

"Hi Jordan, just confirming your visit on Saturday at 2pm. Want me to have F-150 Lariat pulled up front?"

Marcus R.

Call1h ago

Outbound call · 3m 24s · Customer confirmed budget $650/mo, prefers ceramic coating add-on.

AI BDC Agent

EmailYesterday

Sent personalized walk-through video for trim comparison. Customer opened 3 times.

AI Sales Agent

System2 days ago

Lead captured from AutoTrader. Scored 96/100. Auto-routed to Marcus R..