When to text
Use text for immediate acknowledgment, short questions, appointment reminders, easy rescheduling, and quick reactivation.
When to call
Call when the customer replies with intent, the situation is complex, financing needs explanation, or trust matters more than another message.
When to email
Use email for longer process explanations, checklists, documentation, case studies, and messages that should be easy to revisit.
Coordinate the channels
Do not let three systems send disconnected messages. The customer should feel like one dealership is talking to them.
What to text a silent lead · Best contact times
Use the right channel for the right moment.
Build the workflow around customer status instead of forcing every lead into one communication channel.
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