See the whole store, and let the routine run itself.
Every department's numbers come from the same data, so the GM sees one version of the truth. Automations handle the follow-ups nobody should have to remember.
Included in every StackDrive plan
GMSeptember pacing
| Lead source | Leads | Sold |
|---|---|---|
| Website chat | 42 | 9 |
| Phone | 31 | 6 |
| Walk-in | 18 | 5 |
Automation
- When a lead's status changes to Contacted
- Wait 2 days, then if status is still Contacted
- Notify the rep
- Create a call task for the rep
What Reports & automation does
- Goal pacing
- Monthly new and used unit goals with rep pacing on the dashboard.
- Lead source results and response times
- See which sources sell and how quickly your team answers, filtered by rep, source or status.
- Compare and drill down
- Compare periods, including the same month last year, and click into the deals behind a number.
- Weekly summary email
- Turn on a weekly email that sends managers the past seven days' key numbers at the start of each week, and export any report to CSV.
- Visual workflow builder
- Drag together triggers, conditions, delays and actions across leads, contacts, deals, vehicles, appraisals and appointments.
- Built-in automations
- Stale leads and forgotten follow-ups get re-engage tasks, overdue tasks are surfaced and closed out, managers are alerted to aging units, and birthday texts go to customers who opted in.
What it replaces
The separate tools this department usually pays for, and what they typically cost.
- Marketing automation & reportinge.g. email and text automation, BI add-ons$200–$600/mo
- Team chate.g. Slack, Microsoft Teams$50–$150/mo
- Estimated monthly ranges for one rooftop from typical published pricing, not vendor quotes. See the full comparison
Questions about Reports & automation
Do I need a developer to build automations?
No. The workflow builder is drag and drop: pick a trigger, add conditions and delays, and choose the actions.
Can I export my data?
Reports and your vehicle list export to CSV, and webhooks can send lead, deal, vehicle and appointment events to your own systems. The public API covers inventory and incoming leads.
Can reports be emailed automatically?
Yes. Turn on the weekly report email and your managers get a summary of the past seven days at the start of each week.
Your dealership. Moving together.
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