Automotive · Sales

Fleet & Business Enquiry Qualification

Get fleet enquiries in front of the right specialist with the facts already gathered.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Enquiry arrives flagged business, fleet or lease.
  2. Agent calls back fast and qualifies fleet size, cycle and funding method.
  3. Captures the decision-maker and renewal dates — the facts sales actually need.
  4. Books the specialist consultation straight into the diary.
  5. Hands over a written brief, so the first real call is not a repeat.

Data sources

Enquiry forms Fleet pricing rules Specialist calendars

What it targets

  • Fleet enquiries qualified Target 92%
  • Consultations booked Target 34%
  • Brief delivered to specialist Target 100%