Appointments that
run themselves.
Set it from inside the text thread. The confirmation sends itself, the reminders queue themselves, the CRM gets the record, and the show rate lands on one board.
Booked without leaving the conversation.
The customer says Saturday morning, and the rep books it in the same breath: in person or by phone, quarter-hour times, on the store’s own time zone. No calendar app, no tab switch, no “let me get back to you.”
The moment it saves, the confirmation text goes out from your dealership’s saved template, with the details merged in:
Save it once. The rest is already scheduled.
One save queues the whole cadence, built from wording your store wrote once and reuses on every appointment.
The second you save it
Stores that want it can also turn on an appointment email with an attached calendar invite.
Before the visit
The day after
Five statuses. One of them cleans up after itself.
The same five words everywhere: the conversation, the calendar, the filters, the reports. Nobody translates between systems.
Every text still scheduled for that appointment, reminders or the follow-up, is deleted before it can send. The customer who stood you up never gets “see you tomorrow!”
Moving an appointment purges the stale texts, updates the CRM record, and can send a fresh confirmation for the new time. Cancelling removes the CRM appointment with it.
Select the rows in the agenda and mark them Showed or No Show together. Big batches run in the background while you move on.
Anything still queued is deleted the moment the status changes. Nobody gets a cheerful reminder after standing you up.
Every store, every rep, one board.
Month, Week, Day, and Agenda views across every rooftop, with the show-rate cards sitting on top. Groups that span time zones see each appointment on the store’s own clock, so nobody asks “is that Eastern or Central?”
Booked here. On the books there.
Set an appointment in Dealer Funnel and it is created in the store’s CRM. Move it and the record is edited. Cancel it and it is deleted. Nobody re-keys it, and nobody asks “did anyone put that in the system?”
The number the GM actually asks for.
Show rate isn’t buried in a month-end report. Pending, Rescheduled, Show, No Show, and Show Rate sit on top of the calendar for any date range, any store, any rep, any lead source.
Every appointment is credited twice: to the rep who set it and to the rep it belongs to, with in-person and by-phone counted separately. Show-ups log as activity too, so the board settles who actually filled the showroom.
Put more of the board in the Showed column.
Book 30 minutes and watch an appointment go from text thread to CRM to show-rate card, live.