The lead lifecycle
Speed-to-lead wins deals, and most stores lose it after hours and on weekends. RedLine7 runs the same disciplined process on every single lead, around the clock, then hands a fully documented opportunity to your team.
What it does
Not a chatbot bolted onto your website. RedLine7 plugs into the CRM your team already lives in, answers the customer like a sharp BDC rep, and leaves a clean record behind.
Observe mode
Start in observe mode. RedLine7 captures your real inbound leads and drafts exactly what it would send — the first reply, the rooftop match, the salesperson it would route to — and routes those drafts to you instead of the customer. Nothing goes to the shopper, the salesperson, or your CRM until you say go.
When you’re comfortable, flip it live per rooftop. You stay in control the whole way.
Request observe-mode accessBuilt native on CDK Fortellis
Pulls new leads, customer records, and activity history straight from CDK CRM through certified Fortellis APIs. The AI works the actual lead, with the customer’s real history in hand.
Logs each interaction as a completed activity, drops a conversation summary on the opportunity, keeps the customer record current, and schedules follow-ups — all in eLead.
When the lead reaches a salesperson, the full thread is already in the CRM. They pick up a warm, documented opportunity instead of starting cold.
Pricing is provided by private quote based on rooftops, lead volume, integrations, and rollout scope.
Activate on Fortellis or start in observe mode — we’ll show you how RedLine7 answers, routes, and logs every lead inside your CDK stack.