# Finance Renewal / Lease-End Outreach — Automotive AI agent | Mihu AI

Automotive · Sales

# Finance Renewal / Lease-End Outreach

Retain customers at lease-end with a timely upgrade conversation.

Set up this outcome

## Apps this needs

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

DMS Keyloop, CDK or DMS export for customers & appointments. Connect during setup

## How it works

A scheduled job identifies customers within 90-120 days of finance/lease term end, via the DMS finance system.

For lease customers, checks mileage-to-date against the lease allowance to flag potential excess-mileage charges.

Agent reaches out with upgrade options and books a showroom appointment if there's interest, written to the DMS calendar.

If the customer wants to keep their vehicle, routes to the finance team rather than processing it directly.

Logs the outcome and stated preference to the CRM for pipeline tracking and to avoid re-contacting a declined customer.

## Data sources

DMS/finance system contract data CRM renewal pipeline Stock list

## What it targets

Lease-end customers retained Target 22%