Lead intake, the desk and the service drive on one platform.
The automotive pack covers the sales up, the service visit, the Deal Desk and the lead feed. AI agents can search your inventory. The desk recalculates as you type.
Every provider lead becomes a thread with an owner and a deadline.
Leads arrive by ADF email or authenticated JSON from your providers. Each accepted lead becomes its own inbox thread, with the same triage and assignment as any message.
- Issue your own lead address on a verified domain
- Two response clocks: wall time and business hours
- Routing rules pick a team, then a person; late responses are escalated
- Provider status callbacks report the outcome of each lead
Agents answer inventory questions from the lot.
The automotive tool pack gives voice, WhatsApp and web chat agents the same inventory search, details and availability tools. A visitor on your site verifies their phone number, gets qualified and promoted to a deal, and can carry on in WhatsApp.
- Guided credit application
- Consent recorded per purpose; the FCRA credit-pull authorization is stored verbatim in an append-only ledger
- Quote options and the lender decision returned in the thread
- Match alerts and wishlists turn a stated preference into a follow-up trigger
Quoting, gross and handover.
Sales tax, totals and gross update as figures are entered.
Quoting
Accessories, trade-ins, rebates and financing on one sheet. Quote sheets render from your own PDF forms with tokens for vehicle photos and your logo, and can be sent as a WhatsApp document.
Gross visibility by role
Front gross and commissionable gross from cost, holdback, pack, recon and F&I product cost. Read and edit rights are set by role.
Plain view
One shortcut hides all cost and gross for a tablet handover.
Service drive
Service visit intake: the customer's vehicle, reported concerns, appointment and advisor, on its own pipeline.
Close-won
Trade-ins are promoted to inventory on close. Vehicle, trade-in and delivery details are captured on the won confirmation.
Deal photos
Camera capture from a phone for VIN plate, odometer, exterior, interior and damage.
CRM sync, regulatory gates and campaigns.
HubSpot coexistence
Deals created in HubSpot import as Sundial engagements; stage moves and closes flow both ways. Calls, notes and emails logged on either side appear on both. Details →
Regulatory gates
The pack adds retail installment contract, F&I and funding gates to the pipeline.
Campaigns
Loyalty, service reminders and lease-end outreach with consent, TCPA hours and follow-up timers enforced. Audiences can be built from a description such as "customers who bought Explorers in the last 24 months and had two service visits".