Sales floor accountability
Daily rep checkouts, manager review and a red/yellow/green score on every active lead. Built for dealerships that already run a CRM.
Scroll down to see samples of the system in action.
You spend thousands of dollars putting every lead on the board. If a rep skips a follow-up, that money walks out the door — and you usually don't find out until the customer buys somewhere else.
Reps check out one hour before they leave. Overdue checkouts sit at the top of the manager board until they are handled.
Phone, text and email on each 30-day lead. Three of three is green, two is yellow, one or none is red — never set by hand.
No phone number, no email, or opted out? That task is removed and credited, so a rep is never graded on something they could not do.
Assigned managers, backup claims, schedule approvals, weekly recaps and a full audit log of who did what.
Your sales managers should be making appointments and taking care of customers in the showroom — not chasing reps all day to find out if leads were worked. Dealer Checkout surfaces exactly who did what, so a two-minute glance replaces an hour of chasing.
See the accountability loop
From the GM's morning review to checkout time and rep resolution, every unfinished lead stays visible until the work is verified.
All 3 completed — the rep called, texted and emailed the customer.
Exactly 2 of 3 completed — the rep reached the customer, but one task (like the email) was never sent.
0–1 of 3 completed — most of the follow-up was skipped, so the lead was essentially left unanswered.
Every lead the rep answered correctly is cleared by the system on its own — the manager never has to look at it. The only leads that reach the manager at checkout are the ones that were not answered properly, so a manager reviews the exceptions in minutes instead of re-checking every customer from scratch.
Missing or unusable contact information is credited automatically, so reps are only scored on work they can complete.
The GM sees previous-day follow-ups, today's full lineup, overdue checkouts and assigned managers before the floor gets busy.
Problem caught
A missed checkout cannot disappear overnight.
What happens next
The responsible rep and manager are named for morning follow-up.
What it prevents
Leadership starts with a complete accountability list.
The manager sees each customer's phone, text and email activity, with the score calculated automatically from completed and possible tasks.
Problem caught
Unanswered leads are exposed before the rep leaves.
What happens next
The manager clears completed work or sends exact actions back to the rep.
What it prevents
Checkout is tied to verified follow-up, not a verbal promise.
The rep sees the customers that still need attention, the manager's note and the exact phone, text or email action required.
Problem caught
Multiple unfinished leads cannot be forgotten or hidden.
What happens next
The rep completes the requested work and submits it for manager approval.
What it prevents
Only a manager can clear the customer and complete the accountability loop.
Overdue checkouts remain visible, unanswered leads stay assigned, and completed fixes wait for manager approval. The system creates a record from the first alert through final clearance.
See the live demo