Software & Tools

Everything we use to run the system

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This is the directory of every platform, tool, and internal system we use. Each entry will link to its setup guide in the Wiki → Tools & Setup section as pages are built out.

Advertising

Meta Ads Manager

Campaign creation, audience targeting, ad deployment, and performance reporting for all client accounts.

Business Manager

Facebook/Meta Business Manager for ad account structure, pixel management, and platform permissions.

Lead Management

CRM Platform

Lead management, pipeline tracking, automated follow-ups, text/email sequences, and appointment scheduling.

AI & Automation

Judy AI

AI-powered lead qualification, after-hours response, speed-to-lead automation, and follow-up sequencing.

Tracking

Call Tracking

Inbound/outbound call recording, response time measurement, connected call detection, and call attribution.

Reporting Dashboards

Client-facing and internal performance dashboards. Lead volume, cost-per-lead, speed-to-lead, and ROI tracking.

Internal Tools

Campaign Master List

Source of truth for every active campaign across all clients. Status, spend, naming conventions, and ownership.

Adoption Dashboard

Tracks system adoption across dealerships. Content delivery, speed-to-lead scores, and step rollout progress.

Scorecard System

Green/warning/red health scoring for every client. Used on weekly check-in calls to drive accountability.

Content

Content Library

Centralized storage for client-submitted photos, videos, walkthroughs, and testimonials ready for ad deployment.