Brand CRM Virtual Worker
A virtual worker that navigates brand CRM portals to extract customer and vehicle details, then uploads that information into the dealer's internal CRM and BI tools.
Challenge
Brand CRM portals aren't integrated with dealers' internal systems, so sales teams manually copy and paste customer and vehicle details from these portals into their internal CRM and business intelligence tools. This is repetitive and time-consuming, carries a high risk of missed or mistyped records, and pulls the sales team away from time they could spend with customers.
Solution
A virtual worker joins the sales team as another team member, taking on this data transfer process from start to finish. It navigates each brand's CRM portal, reads and extracts customer and vehicle details, inserts them into the dealer's database, uploads them into the internal CRM and BI tools, and prepares a summary report for the sales team. This keeps customer data complete, current, and reliable across every system.
Virtual worker workflow overview
Navigates and extracts information from any brand CRM portal (e.g. Toshiko, KARS, H-Way, etc.)
Captures every relevant detail — client and vehicle information — with full precision, so no customer record is missed
Uploads data into the internal CRM and feeds it directly into BI tools such as Power BI, plus a summary report in Excel
Keeps customer records continuously up to date, supporting stronger customer retention and follow-up
Frees the sales team from manual data entry so they can focus on the customer, not the paperwork
Key capabilities
