Skip to content
Lead Manager CA

Answer every lead before the other dealer does.

The Canadian dealership CRM with texting, a deal board, inventory and AI — from $18.95/month.

Start 14-day free trialBook a demo

  1. Paste a lead from your lead provider’s email. From the Leads list, tap add, choose Paste Lead Information and paste the email your lead provider sent. Parse & Continue fills the Add Lead form with the name, email, phone and city, the SMS consent the provider captured is recorded, and Save Lead puts Jordan at the top of the list.
  2. Send a saved email template. From Jordan’s row menu, choose Send Template and pick an email template. It opens ready to send from your connected Gmail or Outlook, with Jordan’s name already filled in. Send, and the email goes.
  3. AI texts the lead and reads the reply. Open Jordan’s lead and choose AI Outreach (SMS). Before the first text, you confirm the consent on file. When Jordan replies, the Text conversation card fills in: a summary of what he wants, the vehicle, that he is still shopping and ready for a call, and what the AI is working on next. Team plan.
  4. Call the lead straight from the list. On a phone, swipe Jordan’s row right to call. On a computer, choose Call from the row menu. The call is logged and his dot turns blue as the lead you touched most recently.
  5. Put a vehicle on the lead. From Jordan’s lead, choose Assign Vehicle. The Select Vehicle sheet lists your inventory; search narrows it, and picking the 2022 Toyota RAV4 adds it under Assigned Vehicles.
  6. Move them to Contacted. Switch the list to categories, shown as columns. On a computer, drag Jordan from Uncontacted to Contacted. On a phone, choose Vertical Slices from the menu, then Assign Category on Jordan’s row. The categories are ones the dealership named itself.
  7. Note where the deal stands. In Jordan’s lead, add a note: test drive booked for Wednesday at 5:30, pre-approved, wants a trade-in appraisal. Save Note, and it is signed with the rep’s name and the time.
  8. Build the financing worksheet. Open the Worksheet from Jordan’s lead. Enter the sales price, fees, tax rate, down payment, term and rate, and the Summary shows the amount financed, a payment of $617.17 a month and a loan-to-value of 96.5%. It saves automatically. Team plan.
  9. Sold. Move Jordan into the Sold category: dragged across on a computer, or through Assign Category on a phone.
  10. Archive it and keep the list clean. From Jordan’s row menu, choose Move to Archived Leads. He leaves the board, and the Archived Leads list in the menu now holds him, with its count updated.

Works with

  • Gmail
  • Outlook
  • Stripe
  • Twilio
  • Claude
  • ChatGPT

What else can it do?

That was one lead. Here’s what was off-screen.

Get every lead in, however it arrives.

Paste a provider email, import a spreadsheet, or have your lead provider send leads one at a time through the API.

More on this: Get every lead in, however it arrives.

The add-lead sheet, with Add Lead Manually, Paste Lead Information, Import from Screenshot and Bulk Import Leads.

Know what the team did today.

Calls, texts, emails, notes and leads added — per member, per day. Top performers ranks the team by touches; Needs attention shows who has gone quiet. On the Team plan.

More on this: Know what the team did today.

The Activity screen in manager view: Team overview counts for calls, texts, emails, leads and active members, then the Top performers list ranked by touches.

Also inside

Inventory, Garage Register, Task board, Calendar, Review for Duplicates, AI object remover for photos, Export selected to spreadsheet and API Key Management.

See the whole product

Missed a step? Watch:Leads listSend TemplateLead detailDeal WorksheetThree views

Shawn Abo, Founder of Lead Manager CA

Why we built this.

Dealership software is priced for head office and built for a desktop. Most people selling cars in this country are working leads from a phone, between customers, on a lot.

So we built the CRM for that person, in Toronto, priced in Canadian dollars, month to month. Building since 2023, and we would rather earn each dealership than pretend we already have a thousand.

Shawn Abo

Founder, Lead Manager CA

More about us

Simple pricing. No contracts.

Month to month, priced in Canadian dollars.

Pricing

Pro

For the seller with a phone

$18.95CAD / month

1 seat

Start with Pro
  • Leads, swipe to call or text
  • Screenshot and bulk import
  • Gmail and Outlook
  • Deal board, calendar, reminders

Team

Most dealerships

For the whole store

$199.99CAD / month

5 seats included

Start with Team
  • Everything in Pro
  • AI texting, with consent confirmed first
  • Inventory and garage register
  • Deal worksheet and gross
  • 5 seats · extra seats $38.95

Compare plans

Live in 10 minutes.

No implementation call. No data migration project.

  1. Start your trial
  2. Import your leads
  3. Connect Gmail or Outlook
  4. Invite your team
  5. Text your first lead

Try it free for 14 days.

Set it up on your phone between customers. Cancel any time.

Start 14-day free trialBook a demo
Book a demoStart free trial