+33%test rides converted to bookings
0leads without a follow-up task
-45%duplicate records
About the client
A multi-brand two-wheeler dealership, based in Lucknow, Uttar Pradesh, operating in the automobile dealers & auto parts sector.
The problem
Showroom staff logged walk-ins and online enquiries inconsistently. Follow-ups depended on individual salespeople, and many test-ride leads were never contacted again.
What we did
- Lead capture from website, Meta ads and walk-in tablets into the CRM
- Round-robin assignment with WhatsApp alerts
- Automatic follow-up tasks at day 1, 3 and 7
- Finance-enquiry tagging for the loan desk
- Daily manager summary on WhatsApp
Outcome
- +33% test rides converted to bookings
- 0 leads without a follow-up task
- -45% duplicate records
Services involved
CRM Automation · AI Automation
Client identity withheld. This anonymised case study is an illustrative example of our approach; figures are indicative and results vary by business, market and budget.
