The voice note
0:30
After an in-person moment, the salesperson leaves a thirty-second voice note. Merto turns it into the deal update and acts on it. No forms, no CRM homework.
How a deal stays intact from lead to delivery.
Every deal gets one shared memory from first lead through delivery. Everyone who touches it works in that same memory, and the AI acts under your store's rules, so nothing gets lost at a handoff, nothing goes quiet while someone's busy, and nobody meets your customer cold.
The stage
Tap header to advanceIn the shared memory
callstextsbookingspromisestradenext step
Who's reading it
SalesManagerF&I
Last touch · Coverage reply · 2m ago
Tap to advance
A lead arrives
CustomerHi, is the grey sedan still available?
MertoIt is. Want to come by and see it, or have a couple questions first?
Today
A lead lands in the CRM, a call rings, or someone walks in. On average it waits hours for an answer.
Where Merto acts
The deal is born and answered in seconds. Questions get answered, a time is offered, the appointment is booked.
The deal opens
The appointment window
Kept warm- Confirmation sent
- Reminder · 24h
- Reminder · 2h
- Reschedule offered
Today
Between booking and showing up, usually nothing happens.
Where Merto acts
Confirmations, reminders, and easy rescheduling so more appointments actually show.
The customer is in the store
Salesperson on a test driveCustomerAny way we can move my visit to 6?
Merto6pm works, you're set. I'll pass the details along.
Handed back · summaryToday
The salesperson disappears into a walkaround and test drive for one to three hours. Their other customers text into silence.
Where Merto acts
Coverage keeps their other deals moving: questions answered, times confirmed, in their voice. When they're back, each deal hands back with a summary. Nothing is reassigned.
While they're busy
The trade and the desk
The trade2019 CR-V · silver
- Front / rear / interior in the shared memory
- Payoff confirmed
Today
The desk sees numbers on a sheet, not the conversation behind them.
Where Merto acts
Trade details and photos live in the deal. A manager opens it and sees the whole story, not just the pencil.
The F&I handoff
F&I brief · 30 sec- Financing
- Pre-discussed, trade payoff confirmed.
- Promised
- Winter tires and all-weather mats.
Today
The customer waits, then F&I meets them cold. The richest profit line in the store starts blind.
Where Merto acts
Before the customer sits down, F&I gets a thirty-second brief: financing, trade payoff, what was promised, what they care about.
Toward the desk
After the handshake
Still in the shared memory- Insurance binderReceived
- Trade titleChasing
- Delivery dateSat 10:00
Today
Paperwork, funding, missing documents, and two messy weeks nobody owns.
Where Merto acts
Merto chases missing documents and handles delivery follow-up. The deal doesn't go quiet after signing.
Long after
Still alive- First service
- Lease-end window
- Repeat purchase
Today
Usually nothing, until the customer buys their next car somewhere else.
Where Merto acts
Service moments, lease end, the next purchase. The relationship survives staff turnover because it lives with the deal.
After the handshake
Off-screen
Half the deal happens in person. No typing required.
The handoff call
One tap · 0:30 call
When a deal closes, one tap and Merto calls for thirty seconds. It asks only the real gaps, builds the F&I brief, and queues delivery follow-up.
When the customer is in the store or on a test drive, outbound messages hold. The AI never texts someone standing ten feet from their salesperson.
What the floor trusts
What the floor trusts
Four rules it never breaks.
The deal stays the salesperson's.
It never reassigns. Every touch credits the assigned salesperson, and any handoff needs a manager.
It's a money tool, not a monitoring tool.
It exists to save deals and protect commission. Manager visibility is a byproduct, never the point.
No new admin.
It captures from calls, texts, emails, and a quick voice note. If a tool adds data entry, the floor stops using it by week two.
It sounds like the salesperson, and they can always take over.
Messages go out in their voice and under their name. One tap and a human has the thread.
Hear it for yourself.
The first question about a phone assistant is whether it sounds like a person, and a recording answers that better than anything we could write here.
English, a woman's voice
A call, start to finish
Ready
0:34
- RileyRiley here, I'm the assistant for Alex at Northline Motors.
- CallerHi, I saw a silver RAV4 on your lot. Is it still there?
- RileyLet me see here.
- RileyIt is, and it has been here about two weeks. One owner, and the service history came with it. I can send you the details in a text if you like.
- CallerThat sounds good. Could I come and see it?
- RileyOf course. Tomorrow at ten in the morning works, or Thursday afternoon if that is easier.
- RileyThanks for calling. Watch for that text. Take care.
The caller here is played by us. The assistant's voice is the real one.
English, a man's voice
A call, start to finish
Ready
0:31
- RileyRiley here, I'm the assistant for Alex at Northline Motors.
- CallerHi, I saw a silver RAV4 on your lot. Is it still there?
- RileyLet me see here.
- RileyIt is, and it has been here about two weeks. One owner, and the service history came with it. I can send you the details in a text if you like.
- CallerThat sounds good. Could I come and see it?
- RileyOf course. Tomorrow at ten in the morning works, or Thursday afternoon if that is easier.
- RileyThanks for calling. Watch for that text. Take care.
The caller here is played by us. The assistant's voice is the real one.
The assistant's voice in every clip is the actual one, saying the lines it says when it picks up your store's phone.
See it work
Watch one deal go from first text to F&I.
Thirty minutes on your real workflow, no slides. We'll walk one deal from first text to the F&I brief.
Book a walkthrough
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