Urbay Connect

The customer-management app for automotive brokers and salespeople in the United States: leads, deals, follow-ups, appointments, sales and WhatsApp conversations in one place.

Access is by invitation: each business gets its account from the Urbay Connect team.

What it does

  • Customers and deals

    Every lead and customer with their vehicle search, deal stage and full history.

  • Follow-ups and appointments

    Today’s follow-ups, overdue tasks and a team calendar, in the business’s own timezone.

  • WhatsApp inbox

    The business connects its own WhatsApp Business number; the team answers customers from one shared inbox.

  • Sales and metrics

    Recorded sales, team performance and pipeline metrics for owners and managers.

Connections the business controls

WhatsApp (Meta). A business owner connects the business’s WhatsApp Business number through Meta’s Embedded Signup. Urbay Connect then receives and sends that business’s WhatsApp messages so its team can answer customers from the inbox.

Google Calendar (optional). Each user can connect their own Google Calendar. Urbay Connect only creates, updates and cancels the appointments that user schedules in Urbay Connect; it does not read the user’s other calendar events. Use of Google user data follows the Google API Services User Data Policy, including the Limited Use requirements.

Either connection can be disconnected at any time in Settings.