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I’ve done a deep dive into CRMs both inside and outside of the automotive industry, and the one that impressed me the most is FollowUpBoss:[URL unfurl="true"]https://www.followupboss.com/[/URL]It’s a real estate CRM that was recently acquired by Zillow. If someone were to create something similar but tailored for automotive, it would sell like hotcakes.They offer tons of innovative features that haven’t yet made their way into automotive CRMs:Smart Lists: Create custom, dynamic follow-up lists or lead segments based on lead properties and activity history (e.g., leads who haven’t been called in 5 days but have responded to 3+ texts in the last 14 days). It's the perfect hybrid of eliminating endless tasks without relying solely on an inbox.Power Dialer: Work through an entire smart list by creating a dialing session that progresses from lead to lead, allowing you to pause between calls to add notes.Dedicated, Text-Enabled Phone Numbers for Every User: Salespeople can put their CRM number on business cards, social media profiles, etc., and have all inbound texts and calls automatically routed to them.Workflow Journey Builders With Automated Triggers: Create automation sequences based on triggers (e.g., when a lead’s status changes from Hot to Cold, enroll them in a specific follow-up sequence).Embedded Apps: A unique feature that allows you to embed custom apps directly into the customer record screen (e.g., create a custom desking app that can send and receive information about the current customer).Robust API and Webhooks: It’s unfortunate that this level of integration is still considered innovative, but it allows for powerful customization and data flows.Unified Inbox: Similar to DriveCentric’s, but more advanced. Create team inboxes with custom SMS/voice numbers for specific campaigns or lead sources.Group Texting: Send texts to multiple recipients (husband, wife, co-buyer, etc.) in a single group message.vCard Integration: Automatically text a vCard to new leads with your name and contact info, so when you call them, your name appears on their caller ID.Website Pixel & Custom Events: Track a customer’s website history and trigger custom events (e.g., viewed a 2020 Dodge Charger VDP, submitted a “Check Availability” lead form). Use these events when creating dynamic smart lists.Note Reactions and Threads: Add reactions, tag users, and create threaded replies to internal notes on a customer’s profile screen.Calendar View: View all of your appointments by sales representative.Kanban Sales Pipeline View: View all of your deals organized by their current stage, and easily move them through the funnelCall Recording Transcription & Summary: Automatically transcribe and summarize call recordings, and generate suggested next steps based on conversation content.So, if any automotive CRM startups or legacy CRMs are reading this, please incorporate some of the features listed above!
I’ve done a deep dive into CRMs both inside and outside of the automotive industry, and the one that impressed me the most is FollowUpBoss:
[URL unfurl="true"]https://www.followupboss.com/[/URL]
It’s a real estate CRM that was recently acquired by Zillow. If someone were to create something similar but tailored for automotive, it would sell like hotcakes.
They offer tons of innovative features that haven’t yet made their way into automotive CRMs:
So, if any automotive CRM startups or legacy CRMs are reading this, please incorporate some of the features listed above!