How it works

From first ping to a visit the CRM can see.

Sources collapse into Team Inbox. AI replies on the buyer’s channel. A specialist owns the thread. The hold writes back to Lightspeed, Aimbase, DP360, BoatCrazy, ADF Email, or your API.

One owner per thread
Keep your CRM
Live in 24–48 hours
See the four steps
Step 01

Capture every ping

Facebook, Google, ADF, mailboxes, site forms, and calls land as one person — mapped to the right rooftop, not a morning export sitting in three inboxes.

Calls still get an answer

Published numbers stay. After-hours rings get a reply and a follow-up on the same thread.

Every source connected

Facebook, Google, ADF, OEM, marketplace, Gmail, Outlook, and site forms collapse into Team Inbox.

Spam and duplicates out

Junk never reaches the floor. Repeats merge on the person, not another Unread row.

Step 02

Qualify on their channel

AI drafts the first SMS on the number they texted. Inventory is from that lot. A specialist can jump in from Team Inbox at any time — cadence only if they have not booked.

Reply on their channel

First SMS on the number they used. Inventory from that lot — not a generic “we got your request.”

Structured qualification

Budget, timeline, trade, and unit interest stay on the thread so the closer is not guessing.

Cadence until they book

Follow-up only if they have not held a visit. Stops the moment a human takes over or the slot is held.

Step 03

Hold the visit

Calendar Booking uses store hours and the assigned closer. Confirm on the same thread. Cadence stops the moment the visit is held — nurture does not keep pinging the morning of.

Live calendar booking

Offers real availability for that rooftop and that closer — not a placeholder on a shared lot.

Confirm on the same thread

The buyer gets the hold where the ping started. The reminder lives there too.

Right lot, right closer

South lot stays south lot. Hudson does not eat the appointment.

Step 04

Write back to the CRM

Owner, transcript, and visit land in Lightspeed, Aimbase, DP360, BoatCrazy, ADF Email, or your API. The closer walks in warm. Standup reads the same record.

One owner

The closer is named on the record. No double-touch. No “who has this?” at standup.

Full thread on the record

SMS, call notes, and the hold sit together — not a screenshot in a group text.

CRM the desk already opens

Lightspeed, Aimbase, DP360, BoatCrazy, ADF Email, or your API. No rip-and-replace.

The hour after

Same ping. Different desk.

Personal inbox vs Team Inbox — this is the leak you are buying traffic into.

Personal inbox

Unread

Facebook Lead Ad

Sitting since 9:41

ADF payload

Forwarded to three people

Site form

In Promotions

No owner. No hold. The CRM never saw it.

Team Inbox · south lot

Owned
SMS

Still looking at the 24?

On thread
Owner

Specialist claimed it

Live
CRM

Sat 10:00 wrote back

Held

Thread, owner, visit — the closer opens the desk warm.

Who moves it

AI starts. Specialist owns. Closer walks in.

Three seats, one thread. Nobody is chasing a forwarded payload at 9am.

AI

Starts the thread

First reply, after-hours ring, inventory from that lot. Cadence only if they have not booked. Stops the moment a human takes over or the visit is held.

  • SMS on their number
  • Missed-call follow-up
  • Live calendar offers

Specialist

Owns Team Inbox

Takes any thread. One owner per rooftop. Assignment follows the unit and the lot — not whoever happens to be online.

  • Claim from Unread
  • Keep talking on-thread
  • Hand the closer a name

Closer

Walks in warm

Opens the CRM with the hold already on the board, the transcript attached, and the source tags intact. No cold walk-up on a Saturday slot.

  • Visit on the board
  • Transcript attached
  • Same rooftop, same record
After hours

Nights and weekends still get a real answer.

The ping does not wait for clock-in. AI drafts SMS. Call tracking covers the published number. Calendar Booking can hold the next real slot. The morning closer opens Lightspeed — or Aimbase, DP360, BoatCrazy, ADF Email — with the transcript already on the record.

  • Missed calls get a follow-up on the same number
  • Cadence stays off once the visit is held
  • Multi-rooftop groups still map to the right lot

Overnight board · south lot

10:42 PM

Facebook Lead Ad

Captured · merged

SMS first reply

On their number

Saturday 10:00 held

Closer assigned

Write-back queued

Ready for standup

What stays

Keep the stack. Own the handoff.

LeadStreamIQ sits in front of the floor. The tools stay. Unread does not. Your leads stay on your rooftops — this is an intake layer, not a mill.

Keep the CRM

No rip-and-replace. Write-back follows Lightspeed, Aimbase, DP360, BoatCrazy, ADF Email, or your API.

Keep the numbers

Tracking numbers cover inbound. Callers and campaigns keep the same published experience.

Keep the sources

Facebook, Google, ADF, OEM, marketplace, Gmail, Outlook, and site forms forward in.

Keep the rooftops

Intake, assignment, and write-back are per location. Group operators still see one stream.

Go-live

What the first days look like

Onboarding is included. We walk the map on your rooftops — usually live in 24–48 hours after go-ahead.

Start onboarding

Go-ahead

Walk the map

Sources, mailbox, and CRM on a demo. Onboarding is included. No setup fee.

24–48 hours

Sources go live

Phones and feeds are usually live. Team Inbox is the stream. AI can draft the first reply.

First week

Tune the floor

Assignment, rooftop rules, and Calendar Booking so Saturday has a closer on it.

On the floor

Standup reads one record

First-touch, owner, held visit, and write-back — the same row the closer already opens.

FAQ

Questions about the flow

Handoff, after hours, CRM, and go-live. If it is not here, ask on a demo.

All FAQs

Yes. A specialist can jump in from Team Inbox at any time. You set how visible the handoff is. Cadence stops when the visit is held, the buyer opts out, or a human closes the loop.

Sources still land. AI drafts SMS. Call tracking covers the ring. Calendar Booking can hold the next real slot. The morning closer opens the CRM with the transcript, not a pile of Unread.

Yes. Tracking numbers connect to the numbers you already publish. Callers and campaigns keep the same experience.

No. Qualified buyers, transcripts, and held visits write back to Lightspeed, Aimbase, DP360, BoatCrazy, ADF Email, or a custom API.

Sources and phones are usually live in 24–48 hours after go-ahead. Onboarding is included. CRM write-back follows the destination you already use.

Yes. Intake, assignment, and write-back are per rooftop so Hudson does not eat the south lot. Group operators still see one stream.

Watch capture → respond → book → handoff on your real sources. Most dealerships are live in 24–48 hours.

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