Lead Management
Capture, track, and convert — every lead, every source.
Every lead lands tagged, scored, and routed — before your competitor's first callback.
Lead spend is the biggest line item in a brokerage P&L — and the blackest box. You buy thousands of leads from a dozen providers, drop them into a CRM, and have no idea which ones actually paid back. Re-up decisions get made on gut feel.
Carlink ingests every lead with its source baked in, auto-quotes within seconds using your margin rules, and ranks every provider live by ROI tier. By month-end you know exactly which sources to drop, which to double, and which agents are converting them — no spreadsheets, no exports.
What you actually get.
Everything Lead Management ships with.
Concrete capabilities you can verify with your own data on day one.
- 1,944,260 leads processed across six brokerages
- Auto-tagged source codes (track L6, shared 4b, excl-1 patterns automatically)
- Auto-quote SMS + email delivered to customer in under 60 seconds
- ROI tier badges (Dead / Low / Moderate / High) update live as orders close
- Round-robin or skill-based agent routing
- Duplicate detection across providers (same customer, two sources → merged)
- Per-source CVR, $/order, margin, ROI tracked continuously
- Full lead-to-payment timeline visible on every record
Three steps. That's it.
Connect your lead providers
API webhooks from your existing providers, embedded forms on your website, or direct CSV for one-off imports. Each source ships with its tag baked in — Carlink never asks an agent to label leads by hand.
Configure auto-quote rules
Per-lane defaults from your historical orders, vehicle modifiers (sedan, truck, RV, motorcycle, inoperable), agent-level margin floors. Carlink applies them to every new lead in real time.
Watch ROI rank as orders close
Open the dashboard. Every provider is ranked by $/order, CVR, and ROI tier — updated continuously. Re-up smart at month-end: keep the High tier, kill the Dead.
How a typical day looks.
Tuesday 9:02 AM. Your L6 provider drops 47 leads via API. Carlink ingests them, auto-quotes by 9:03, and routes them to four available agents based on lane and workload. By noon, five customers have opened their quote SMS, two have accepted. Your L6 ROI tier nudges from Moderate to High. Your spend rebalance kicks in next refill — no spreadsheet involved.
// Pulled from the brokerages running on Carlink today
Lead Management, answered.
Go deeper on lead management.
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See Lead Management with your own data.
30-minute demo. Walked through by an operator.