Automotive · Sales

Finance Renewal / Lease-End Outreach

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

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

How it works

  1. Scan finance book for maturing agreements.
  2. Agent presents upgrade options matched to the current vehicle.
  3. Books a showroom appointment or sends a tailored offer.

Data sources

Finance / lease book CRM Stock list

What it targets

  • Lease-end customers retained Target 22%