Timely Customer & Lead Follow Up
After creating your Action Plans in AutoRaptor, the application will automatically set a series of tasks with due dates that will appear on the salesperson’s Dashboard. Every day, throughout the day, your sales team can depend on AutoRaptor to prompt them through their workflow and ensure that they are taking the right steps to work their deals and that no opportunities are slipping through the cracks.
Daily workflow prompts
Keep opportunities from slipping through the cracks
Sales reps love the simplicity of having one place where their follow-up task reminders link directly to the customer’s information. AutoRaptor also makes it simple to check off the tasks as complete, leave notes on the customer Up Sheet, and have it all tracked in their daily Activity Report.
Action Plan task reminders
After creating Action Plans, AutoRaptor automatically sets a series of tasks with due dates on the salesperson’s Dashboard.
Customer information connected
Follow-up task reminders link directly to the customer’s information so reps can work from one place.
Yearly milestone reminders
AutoRaptor gives yearly reminders for birthdays, anniversaries, and other important dates with easy access to customer history.
How it works
One place for follow-up task reminders
Sales reps love the simplicity of having one place where follow-up task reminders link directly to customer information.
See Follow-Up in ActionCreate Action Plans in AutoRaptor
Automatically set tasks with due dates
Prompt salespeople through their workflow throughout the day
Check off tasks, leave notes on the customer Up Sheet, and track activity
Long-term customer follow-up
Never miss important customer dates.
Never miss opportunities to reach out to your customers on birthdays, anniversaries, or other important dates. AutoRaptor gives you yearly reminders for milestone dates with easy access to your customers’ history, making long-term follow-up simple.
Follow-up focus
- Daily task prompts
- Customer history access
- Activity reporting
- Milestone reminders
Why dealerships trust AutoRaptor
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Backed by real customer feedback.
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