Connect
One call, then forgotten
A new lead gets a call and a voicemail on day one. By the end of the week nobody remembers it, and it sits in the CRM until it goes cold.
Lucidity Connect For dealership BDC and internet sales teams
Every lead called. Every follow-up kept.
Connect is the calling, texting, and follow-up workspace for dealership BDC teams. New leads jump the queue, the cadence decides who's next, and managers see the whole floor live.
Now onboarding new dealerships. We set up your workspace with you. Built with a dealership general manager
The problem
Leads don't die in the CRM. They die after the first call.
Most dealerships don't have a lead problem on day one. They have a follow-up problem on day three, day ten, and day forty.
Easy leads first, callbacks late
Without a queue, reps call the fresh, easy leads first. The callback promised for 4:30 happens at 6:15, or not at all.
Managers can't see the floor
Who called whom, what happened, and what's next? Half the answers live in notes nobody wrote, and the texts live on personal phones.
How it works
How a lead moves through Connect
From the first inquiry to the sale, each step happens in one workspace and lands on the lead's record.
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1
Lead arrives
Your CRM or lead provider posts ADF/XML or JSON to Connect. Lucidity Bot, CSV imports, and calls from unknown numbers add leads too.
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2
Jumps the queue
New leads go ahead of the cadence. Reps get a new-lead alert with a Call now button.
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3
Rep calls, texts, and logs it
The rep dials from the browser, texts mid-call if it helps, and logs the outcome with one key. With transcription on, AI drafts the notes and the rep confirms.
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4
The cadence takes over
90-Day Outreach schedules each next attempt and favors each lead's best time to call, learned from past connections.
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5
Appointment, show, sold
Book the appointment on the call. When the customer arrives, check them in and record whether they showed and bought.
Inside Connect
One place to call, text, and follow up
Reps get one lead at a time with the reason it's next. Managers get a live view of every call, text, and outcome.
Call queue
A call queue that decides who's next
Reps don't scroll a list and pick. Connect hands each rep one lead at a time, puts the most time-sensitive calls first, and shows why each lead is next.
- Due callbacks first, then new leads and repeat inquiries, then recent replies, then the rest of the cadence
- Keyboard shortcuts for No Answer, Voicemail, and Connected
- Skips need a reason, breaks are built in, and idle sessions pause
- Local-presence caller ID where a matching number is available
- Inbound calls ring available reps, and a missed inbound call becomes an urgent follow-up
Texting
Texting that stays with the lead
Once texting is set up for your dealership, reps text from your dealership's numbers inside Connect. Every message sits on the lead next to the calls, so the next rep sees the whole conversation.
- Two-way texting, including during a live call
- Templates with merge fields like the customer's first name
- Customers can text photos, like trade-ins, and they land in the thread
- Opt-out replies like STOP are honored automatically
Follow-up cadence
Follow-up nobody has to remember
Every lead starts on 90-Day Outreach. Connect works out when the next attempt is due and puts the lead back in the queue, so follow-up doesn't depend on anyone's memory or a sticky note.
- Up to 3 calls a day on days 1–10, up to 2 on days 11–20, then up to 1 a day through day 90
- A golden window for each lead, learned from past connections
- The disposition decides the next step: a callback, a one-week hold while you find the right vehicle, an appointment, or out of the queue
- Overdue callbacks go back to the shared queue for the next available rep
Appointments
From appointment to sold
Appointments booked on a call land on a shared calendar. When the customer walks in, a QR check-in gives the salesperson a briefing on who they are and what they came for.
- Week and month calendar views
- Record Showed, No Show, Sold, or Showed Not Sold
- QR check-in with a customer briefing for the salesperson
- Showed outcomes feed the lead-to-sold funnel
AI notes and coaching
AI that handles the call notes
Turn on call recording and transcription, and AI drafts the notes from each conversation so reps can move to the next one. The rep reviews and confirms the disposition and notes before they're logged.
- A short outcome summary after each call, and a transcript of each recorded one
- A suggested disposition with drafted notes the rep confirms
- Feedback on each recorded conversation: strengths and coaching opportunities
- Daily objection coaching, with focus areas to choose from
Manager view
See the whole floor, live
The dashboard shows who's online, who's on a call, and what's overdue right now. Goals, the leaderboard, and Power Hour sprints keep the team moving, and analytics shows where leads drop off.
- Live counts of reps online and on calls, plus calls, connections, talk time, and overdue follow-ups
- Daily goals with pace, and a leaderboard for today, this week, and this month
- Power Hour sprints with points for calls, voicemails, connections, appointments, and talk time
- Listen in on live calls with live transcription, once your dealership turns it on
- A funnel from lead to sold, a best-times heatmap, and rep comparison
Numbers and guardrails
Guardrails for your numbers and your customers
Controls that keep calling and texting inside the lines your dealership sets, with sensible defaults from day one.
Number health
Daily checks on every number
Each number is checked daily for carrier blocking, answer rates, and short calls. Per-rep or shared numbers, your choice.
Auto-pause
Flagged numbers step aside
A number with high carrier blocking is paused automatically when another number can take the calls, and workspace owners get an alert.
Hours
Calls and texts at sensible hours
By default, calls go out 8am–9pm and texts 9am–8pm on weekdays, in the lead's local time. Weekend calling and texting are settings you turn on.
Opt-outs
Do Not Call and text opt-out
Mark a lead Do Not Call or text opt-out and Connect stops calling or texting them. A STOP reply opts the lead out of texts.
Consent
Consent evidence on each lead
Each lead records whether consent was given, when, how, and where it came from.
Access
Roles and opt-in features
Owner, Manager, and Representative roles. Call recording and live listening stay off until your dealership turns them on.
Better with Lucidity Bot
Send Connect only the leads worth a call
Lucidity Bot checks every inquiry first: phone, email, address, duplicates, and source. Connect it in Integrations and Bot sends only qualified leads into Connect's call queue, with the source attached. Your CRM and other Bot destinations keep working as they do today.
Who it's for
Built for the whole store
Daily users
BDC reps
- One lead at a time, with the reason it's next
- Outcomes on a keystroke and drafted notes to confirm
- Texts from the workspace instead of a personal phone
Champions
BDC and internet sales managers
- Who's online, on a call, and overdue, live
- Per-call AI feedback, plus live listening once it's on
- Power Hour sprints and a leaderboard by day, week, and month
Buyers
GMs and dealer principals
- The funnel from lead to sold, by rep
- Every call, text, and outcome on the lead's record
- Phone numbers checked daily, with alerts when one needs attention
Why we built Connect
Built with a dealership general manager
Thomas EhrlichCo-founder, dealership general manager
Lucidity started with a dealership sales team's lead problems. Our co-founder, Thomas Ehrlich, is a dealership general manager, and Connect is built around what a GM needs to see every day: every new lead called, every callback kept, and every outcome on the record.
Connect is now onboarding new dealerships. The Lucidity team sets up each dealership's workspace with them, so reps start on a working queue, not a blank screen.
FAQ
Frequently asked questions
What dealership teams usually ask before a demo. Have another question? Book a Connect demo and ask us directly.
Does Connect replace our CRM?
No. Your CRM stays the system of record. Connect receives leads by ADF/XML or JSON webhook and is where your team calls, texts, and follows up. It doesn't write back to your CRM today.
How do leads get into Connect?
Your CRM or lead provider posts ADF/XML or JSON to your Connect webhook. You can also connect Lucidity Bot, import a CSV, or add a lead by hand. When an unknown number calls in, the caller becomes a lead.
Does it work with Lucidity Bot?
Yes. Connect Lucidity Bot in Integrations and Bot sends only the leads that pass its checks, with the source attached. Your other Bot destinations, like your CRM, keep working as they do now.
Can reps text customers?
Yes, once texting is set up for your dealership's number. Reps text from Connect, including during a call, with templates and merge fields, and photos customers text in show up in the thread. Opt-out replies like STOP are honored automatically.
Does Connect use AI?
Yes, for the paperwork around a call. AI writes a short outcome summary after each call and runs daily objection coaching. With recording and transcription turned on, it also transcribes calls, suggests a disposition with drafted notes the rep confirms, and gives feedback on each conversation.
How do you protect our phone numbers?
Connect checks each number daily for carrier blocking, answer rates, and short calls. A number with high carrier blocking is paused automatically when another number can take the calls, and workspace owners are alerted. Calls use local-presence caller ID where a matching number is available, and calling and texting hours default to the lead's local time.
Do reps need to install anything?
No. Connect runs in the browser, so reps need a computer and a headset. It can also be installed as a web app from the browser.
How much does Connect cost?
It depends on your dealership: the size of your team, how many phone numbers you need, and how leads reach you today. We don't publish a price list. After a demo, we quote your dealership directly.
How do we get started?
Book a demo. If Connect fits your store, the Lucidity team sets up your workspace with you, including users, phone numbers, lead sources, and texting. There's no self-serve signup.
Book a Connect demo
See Connect on a real BDC day
A walkthrough for your BDC or internet sales team: the call queue, texting, the follow-up cadence, and the manager dashboard. Tell us how leads reach your store today and we'll show where they'd land in Connect.
- Walk through a call, a text, and a logged outcome
- See how your CRM, lead providers, or Lucidity Bot would feed the queue
- Workspace, numbers, and texting set up with your team