Dashboard
Overview

Dashboard

Pipelines Click any lead to open the full brief

Recent Leads

Callbacks Booked Next 48 hours

Lead Source Attribution This month

Reviews

4.9
★★★★★
27 reviews · Google and Trustpilot
"Found exactly the spec I wanted within three weeks and handled the whole negotiation."
Trustpilot · 3 days ago
"Sorted the finance and took my old car in part exchange. Very easy."
Google · 6 days ago

Top Requested Makes

Client Requests

Leads

Client Type Vehicle Channel Fee Stage
Re-engagement

Cold Leads

How re-engagement runs Automatic

A lead with no reply for seven days moves to Cold automatically. A three step re-engagement sequence then goes out over two weeks. Any reply stops the sequence and puts the lead back in front of an adviser the same day.

ClientTypeVehicleLast contactRe-engagementNext touch
Confirmed Engagements

Deals

DealClientTypeVehicleFeeStageDate
Lender Panel

Finance

Applications

ClientVehicleAmountLenderDecisionStage

Lender Panel Live rates

Valuations and Offers

Selling & Part-ex

Valuation and offer tracking

ClientVehicleTypeValuationOfferStageUpdated
Supply

Trade Network

ContactTypeCars suppliedLast contactStatus
Content

Social Queue

Queued to Instagram

Photos are queued here after a car is delivered or collected. Each post goes out at the scheduled time without anyone logging in.

Adviser Diary

Calendar

Open full calendar

Callbacks this week

Every qualified lead books its own callback slot. Advisers keep one diary and the client gets a reminder before the call.

Upcoming

WhenClientTypeAdviser
Performance

Reports

Pipeline funnel All products

By product

Channel performance

Response and conversion

Fees

Payments

ReferenceClientAmountMethodStatusDate