Maya ChenCreated 2 days ago
NewTest driveContact requestFinance app
Assigned to
JLJordan Lee
Skip to lead management featuresEvery lead.
CONTACT-CENTERED INBOX An inbox that
CONTACT ACTIVITY INSIGHTS MC 
MC MC MC MC AI Customer AssistantSummit Cross availability The application stopped.
A little more
Make every lead
Lead Management
Every lead.
More context.
Bring every inquiry into one clear view, with the shopper’s story and the details to take the next step.
A clearer inbox. A better place to begin the conversation.
Illustrative lead workspace
Keep every inquiry in view Follow up with context Keep the next step clear
A clearer place for every conversation.
Keep the person at the center, then put the submissions, ownership, and progress around them.
An inbox that
organizes itself.
Submissions are grouped by contact instead of left as one long list. See the person, their related inquiries, their status, and who owns the next step, all together.
One contact. Every related submission.
Assigned to
Put every contact with the right person.
Assign a contact to someone on your team so ownership stays clear and the next follow-up has a name attached to it.
Status
Know where every conversation stands.
Give contacts a clear status as they move from a new inquiry to an active conversation and beyond.
Know the path they took.
See what each contact explored before reaching out, so your next conversation starts with something useful.
Maya Chenmaya.chen@example.com
Vehicle activitySummit Cross AWD5 views3m 42sTest drive
SavedCrestline Touring3 views2m 08sInquiry
Carrera S Coupe2 views54sNo form submitted
SavedMaya Chenmaya.chen@example.com
Vehicle activitySummit Cross AWD5 views3m 42sTest drive
SavedCrestline Touring3 views2m 08sInquiry
Carrera S Coupe2 views54sNo form submitted
SavedVehicles viewed
See which vehicles held their attention, for how long, and what action they took.
Maya Chenmaya.chen@example.com
Search historySUV under $35,000Today, 10:42 AM
12 resultsSUV$20k–$35kAWD
ToyotaToday, 10:36 AM
ToyotaUnder 60k mi
third rowYesterday, 7:18 PM
7+ seats2020 or newer
Searches performed
See their text searches and the filters they used to narrow the inventory.
Maya Chenmaya.chen@example.com
Page activityPages viewed
Follow the visit in order, or group pages by visits and time spent.
Maya Chenmaya.chen@example.com
AI conversationsIs the Summit Cross AWD still available?
Yes. It is currently available. Would you like to schedule a test drive?
Saturday morning would work.
AI assistant chats
Review the conversations this contact had with your AI customer assistant.
Unfinished applications
The application stopped.
Your follow-up doesn’t have to.
When a shopper starts a finance application but leaves before submitting, keep the contact details and vehicle of interest as a standard lead your team can follow up with.
- Keep the details they already shared
- Turn the partial application into a contact
- Give your team a useful next conversation
A little more
about your leads.
From first inquiry
to the next conversation.
How are submissions organized?
Dealer Shock groups submissions by contact, so finance applications, test drives, trade-ins, and vehicle inquiries from the same shopper stay together instead of appearing as disconnected form entries.
Can I assign a contact to someone on my team?
Yes. Assign a contact to a salesperson or team member so ownership is clear and everyone knows who is responsible for the next follow-up.
Can I update a contact’s status?
Yes. Contact statuses give your team a simple way to show where each conversation stands and keep the inbox focused on what needs attention next.
What activity can I see for a contact?
You can review the vehicles they viewed, how often and how long they viewed them, saved vehicles and form activity, inventory searches and filters, page visits, and their AI Customer Assistant conversations.
Can I see a shopper’s path through the website?
Yes. Review page visits in timeline order to follow the journey step by step, or group activity by page to compare visits and time spent.
What happens when someone leaves a finance application unfinished?
Dealer Shock keeps the contact details and vehicle of interest they already provided, then creates a standard lead your team can follow up with.
Make every lead
more useful.
One organized inbox.
More context for every conversation.