AI phone agent with a CDK CRM (Elead) integration
Elead is now called CDK CRM and is part of CDK Global. Tibinet is working on an integration that will let the AI phone agent log sales opportunities and appointments in CDK CRM (Elead). The integration is in development.
About CDK CRM (Elead)
Elead was acquired by CDK Global and now goes by the name CDK CRM, as part of the Modern Retail Suite. The CRM is aimed at franchised dealers in the United States.
At a busy dealership the phone rings at the worst moment. A buyer wants a test drive, a customer wants to drop off their car, and nobody is free. Every unanswered call is a missed opportunity.
What the agent does for your dealership
- Catches missed calls while your team is on the phone.
- Books workshop appointments using the registration number and type of work.
- Schedules test drives for interested buyers.
- Tells callers how their repair is going once the integration can read that status.
- Transfers calls to sales or the workshop, cold or with a short introduction.
- Works evenings and weekends, with a summary of each call.
What the CDK CRM (Elead) integration is meant to do
Look up the customer
The agent will find existing customers by phone number or registration number.
Create an opportunity
A caller interested in buying becomes a sales opportunity, with the requested test drive.
Log the activity
The call is recorded as an activity on the customer, with a follow-up task for the sales team.
The integration is in development. CDK offers CRM integrations through its Fortellis platform, under a partner agreement. We are seeking cooperation with CDK to gain access.
Want to see what the agent can do today?
Leave your number. We will call you back for a short chat about your phones.
CDK CRM (Elead) is a trademark of CDK Global LLC. Tibinet is not a partner of and is not affiliated with CDK Global LLC.
Frequently asked questions
Yes. Elead was acquired by CDK Global and is now called CDK CRM.
No. The integration is still in development. You can use the agent today for answering, transferring and call summaries.
Your phone system can stay. The agent works through a SIP trunk or call forwarding, which needs some configuration on your side.
No. Tibinet is not affiliated with CDK Global. We are seeking cooperation for the integration.
There is no date yet. Leave your details and we will let you know.
Call me back
Leave your name and number. We will call you back at a time that suits you.
Keep me posted
We will let you know as soon as the integration is available. One message, no newsletter.