Feature details
Journey CRM Phase 2 Feature Hub
Detailed subpages for the Phase 2 roadmap. These pages are product-focused and do not include pricing or implementation timeline.
Meeting Tool
Stakeholder Questionnaire
Questions to ask stakeholders with recommended answers/positions.
Track A
Journey Website Update
Plan for redesigning journeyleasing.com as a conversion-focused marketing site.
New Priority
Document Center / AI Knowledge Base
UI workflow, versioning/update plan, S3, vector search, URL ingestion, sanitization, and isolation.
Intent Recognition
Classify pricing, tour, availability, urgency, policy, care-level, and follow-up intent.
Response Drafting
AI drafts SMS/email responses using guest card context and Document Center knowledge.
Communication Summaries
Summaries for SMS, email, calls, and guest card conversations.
Task Suggestions
Detect commitments and suggest follow-up tasks.
Lead Scoring + Re-Tour KPI
Hot/Warm/Cold scoring with re-tour scheduled/completed as a high-intent signal.
Morning / Afternoon Brief
Twice-daily AI priority summary for sales directors and agents.
OCR / Business Card
Capture referral and contact records from business card images.
Executive Dashboard Light
Leadership visibility using Journey-owned CRM data.
Prompt Reports
Natural language reports, saved prompts, re-run prompts, scheduled prompts, summaries, and full-list links.
Post-Tour Survey
Feedback capture, AI sentiment analysis, objections, and follow-up recommendations.
Marketing Automation
MailChimp/Constant Contact sync foundation with consent and logs.
Self-Service Onboarding
Guided setup, assisted onboarding, AI import, and Document Center readiness.
AI Chat + Lead Capture Widgets
Shared widget foundation for Chat, Contact Us, Schedule Tour, reschedule, and re-tour signals.