DealerPro CRM

The signed-in user's dashboard: pipeline counts by stage (open stages in total; retail, lost and cancelled this month), lead totals and conversion for the last 30 days, and today's, overdue, and pending follow-ups. Start here for overview questions. Read-only.

dashboard_summary

Full details of one lead by id, including its follow-ups; optionally its post-booking milestones, pendency notes, and activity history (latest 50 entries). Use after list_leads to answer questions about one customer. Read-only.

get_lead

One CRM report, scoped to the signed-in user's role. Reports: pipeline (leads by pipeline stage, enquiries today and this month, follow-ups due); team_breakdown (per-person or per-team counts (uses date_range)); vehicle_models (demand by vehicle model, top 20 (uses date_range)); lead_conversion (conversion rate, leads by status, trend (uses period, from_date, to_date; default last 90 days)); staff_performance (per-staff leads, conversions, follow-ups, score (uses from_date, to_date; default last 90 days)); revenue (estimated revenue and top performers; owners and GMs only (uses period, from_date, to_date)); follow_up_metrics (follow-up completion rate, overdue count, by type, daily trend (uses from_date, to_date; default last 30 days)); follow_up_stats (counts of pending, completed, cancelled, today and overdue follow-ups); staff_stats (staff counts by role and status, lead totals); activity_stats (activity overview, by type, by user, daily trend (uses from_date, to_date)). Parameters a report does not use are ignored. Read-only.

get_report

One staff member's profile and counts by id; optionally their performance (leads, conversions, follow-ups, conversion rate). Read-only.

get_staff

The dealership's activity log (who did what, when), filtered by user, lead, action type, or date. At most 50 rows per page. Read-only.

list_activities

Follow-ups visible to the signed-in user. view='today' or 'overdue' for today's or overdue ones (capped at limit, with the total reported); view='all' (default) supports filters by status, lead, scheduled date, or text. Read-only.

list_follow_ups

List leads and enquiries in the signed-in user's dealership, filtered by status, type, assignee, region, created date, or free text (matches name, phone, email, vehicle, city). Use for questions about specific leads, finding a lead by phone, or counts (pagination.total). At most 50 rows per page. Read-only.

list_leads

Staff the signed-in user can see, with role, status, team leader, and lead counts; filter by role, status, or name/email. Team leaders see only themselves. Read-only.

list_staff