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

How it works

  1. A scheduled job identifies customers within 90-120 days of finance/lease term end, via the DMS finance system.
  2. For lease customers, checks mileage-to-date against the lease allowance to flag potential excess-mileage charges.
  3. Agent reaches out with upgrade options and books a showroom appointment if there's interest, written to the DMS calendar.
  4. If the customer wants to keep their vehicle, routes to the finance team rather than processing it directly.
  5. 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%