AI & Automation
Hannah and CRM Intelligence
Hannah supports buyer conversations and structured human handoffs. CRM Intelligence is designed to keep dealership records and outcomes visible inside the system of record.
Overview
Hannah and CRM Intelligence connect automated engagement to accountable human follow-up and recordkeeping.
The problem
Buyer conversations can stall when ownership is unclear, follow-up is inconsistent, or CRM records do not reflect what happened.
Strategy
Use AI to support the conversation while keeping the dealership team responsible for the customer relationship and outcome.
What was built
Conversation workflows, escalation rules, human ownership controls, CRM reconciliation, and manager visibility.
Systems involved
Current evidence
Pilot workflows, meeting records, product demonstrations, and implementation materials are maintained as operating evidence.
Next milestone
Complete additional documented pilots and approved CRM integration paths.
Start a conversation.
Discuss the system, the evidence, and how the operating model could apply to your dealership.