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Automotive financing · Canada
An approval-first car buying journey that turns visitors into qualified applicants.
2x
More completed applications
< 5 min
Average first response
100%
Leads tracked in one place
The challenge
OCAL wanted to flip the usual car buying process: get people approved first, then source the right vehicle. Their old setup relied on manual forms and spreadsheets, and leads were slipping through the cracks.
Our approach
We designed a six-step online journey from application to delivery, then wired every form and call into one CRM so each applicant is routed, followed up and tracked automatically.
What we built
Approval-first website
A fast, mobile-friendly site built around a soft credit check application.
Lead routing
Applicants are scored and assigned to the right advisor instantly.
Automated follow-up
Text and email sequences that keep applicants moving toward approval.
Tools connected
CRMGoogle AdsMeta AdsTwilioGoogle Calendar
What we do for OCAL Financial, every day
- Configure, customize and maintain our CRM platform
- Connect website forms, phone systems and advertising platforms to the CRM
- Build automated lead-routing, follow-up and notification workflows
- Integrate the CRM with scheduling, invoicing and reporting tools
- Develop APIs, webhooks and custom integrations
- Troubleshoot data, synchronization and system issues
- Create dashboards for sales, marketing and operational performance
- Maintain documentation, data quality, security and user permissions
- Train team members and provide ongoing technical support
"We finally have one place where every applicant lives, and nothing gets missed."