The platform

One platform for every customer conversation.

Purple Cloud captures every call, text and voicemail from the phone system you already use, has AI review each one, and puts the answers where your managers work: the CRM, their inbox and their dashboards.

Call tracking

Call tracking built into your phone system.

Purple Cloud reads calls straight from your phone system's records. It never sits in the call path, so you never swap numbers, forward calls or ask staff to dial differently, and every line is covered from day one, in both directions.

  • Never in the call path: no tracking numbers, no forwarding, no added delay. If Purple Cloud went down, your calls wouldn't
  • 100% of calls on every line, extension and queue, inbound and outbound, however they're dialed
  • Your people import automatically: names, extensions, departments and sites come from your phone system
  • Outcome on every call: answered, missed or voicemail, with the employee and department
  • Recordings pulled from your phone system and stored privately, with per-store recording settings
  • Marketing sources from your number names, plus local or toll-free tracking numbers if you want them
  • Click-to-call from your CRM, including the Purple Cloud Chrome extension for DealerSocket and Elead, dialed through your phone system so customers see your normal caller ID
Call report · Westside · Today
TimeCustomerLineOutcome
9:58Angela W.Main · ServiceAnswered
9:51Outbound · Devon R.Ext. 214Live conversation
9:46(512) 555-0193Sales queueMissed
9:40Marcus T.Paid search numberOffered appt
9:33Elena G.Ext. 305Voicemail
Tracking numbers needed
0
AI insights

Every call reviewed. Every answer on the record.

Purple Cloud transcribes every recorded inbound and outbound call, from every department, with its own GPU-powered transcription service. AI then reviews the transcript and fills in the fields below, typically within 90 seconds, with no cap on how many calls and no additional cost for AI. The same review runs on voicemails and text conversations, every field can be filtered and grouped, and call results post to your CRM.

Live ConversationWas there a real conversation, or just a voicemail?
Offer ApptDid your employee ask for an appointment?
Invite to StoreDid they invite the customer in?
Scheduled ApptWas an appointment actually set?
Appt TimeWhen is the customer coming in?
ProductWhich vehicle or product came up?
Product PriceWhat price was discussed?
SentimentHow did the customer feel, from 1 to 10?
UnhappyIs this customer upset?
Manager ReviewA mistake, a very unhappy customer or an unresolved issue
Short SummaryThree sentences anyone can skim
Complete SummaryThe whole call, written up

What Purple Cloud tells you about every conversation

An example day at one store

Calls today412
Answered by a person323
Went to voicemail38
Missed51
Inbound calls

Where it came from

  • The marketing source
  • Unique or repeat caller

What happened

  • Answered by a person
  • Went to voicemail
  • Missed

Answered: what the AI found

Happy or upsetInvited to the storeOffered an appointmentScheduled itAppointment timeVehicle and price
Outbound calls

Calls made

  • By each person, department and store

Live conversations

  • Which calls actually reached the customer

What the AI found

Invited to the storeOffered an appointmentScheduled itAppointment timeVehicle and priceCustomer sentiment

Voicemails and text conversations get the same AI review: how the customer felt, whether an appointment was offered, whether it was scheduled, and when.

Speaker-separated transcripts

Transcripts are split by speaker and labeled with your employee's and the customer's names, with each side's talk time, even when the phone system records both sides on one track.

Uses your phone system's AI, too

On RingCentral and Zoom, Purple Cloud can pull in RingSense and Zoom AI summaries alongside its own dealership-specific review.

Calls, voicemails and texts

One review for every channel, so a customer's whole history reads the same way, from the first text to the appointment call.

Texting & voicemail

One number for every call, voicemail and text.

Your team calls, leaves voicemails and texts from their own numbers in your phone system, so customers can reply to the number that just called them. Purple Cloud groups all of it into one conversation per customer, so a missed call, a voicemail and a text read as one story, not three loose ends.

  • Two-way texts on your employees' own numbers, logged and reviewed by AI
  • Texts in the CRM: DriveCentric, Elead, AutoAlert, VinSolutions, DealerSocket, Tekion and HubSpot
  • Texts in your reports, counted alongside calls by employee and store
  • Voicemail alerts by email, or by text with the transcript
  • Returned-call tracking marks missed calls and voicemails "returned" once someone calls the customer back
  • Voicemail return rate by store, plus whether each voicemail has been listened to, so no message sits for a day

Texts and voicemails come straight from your phone system. See the phone systems we work with.

Conversation · Elena G. · Service
EG
Voicemail · 0:42"Hi, my brakes are grinding. Can someone call me back about getting in this week?"
VoicemailReturned in 14 minOffered appt
Hi Elena, this is Kim at Westside Service. We can see you tomorrow at 7:30 AM. Does that work?
Kim S. · from her own line · 10:06 AM
Yes, perfect. Thank you!
Elena G. · 10:09 AM
Alerts & CRM

The answers go where your team already works.

Managers don't need another screen to check. Purple Cloud emails managers the calls that need attention, and posts every call to the customer's record in your CRM, along with texts in the CRMs that accept them.

  • Missed-call alerts and unhappy-caller alerts with the AI fields, recording and transcript
  • Keyword and category alerts for the calls you never want to miss
  • Automatic CRM posting with the matched customer, employee, outcome, recording link and AI summary
See supported CRMs
Inbox
Coaching & performance

A gradebook that rewards what sells.

Each employee gets a 0–100 score and a letter grade from A+ to F, compared with peers in their own department. The weights put appointments first.

Scheduled appointments
30
Calls made
15
Invited to the store
15
Offered an appointment
15
Customer sentiment
15
Calls answered
10
  • Employee and store dashboards with a top-five leaderboard
  • Calls marked "Reviewed" with the manager's name when someone listens
  • A playback page with the recording, AI summary, talk time, notes and one-click sharing
Store dashboard · Westside · This week
Live conversations
612
Appt. offered
288
Invited to store
241
Appt. scheduled
147
Missed / not answered
38
Unhappy calls
9
LeaderboardDeptGrade
1. Aisha K.SalesA+
2. Kim S.ServiceA
3. Chris P.BDCA−
Reporting

Reports for every level, delivered on your schedule.

Roll calls up by employee, department, store and dealer group. Search, sort, filter and group any way you like, then have the reports you care about emailed daily, weekly or monthly.

Reports

Call reportConversation reportEmployee call reportStore call reportMulti-store summaryPhone number reportQueue call reportGrouped call reportMissed call reportVoicemail call reportUnhappy callers reportExecutive summary

Metrics

Inbound & outbound callsPercent answeredMissed & unique missedInbound connected rateVoicemail return rateTalk timeAverage durationTextsQueue abandon rateWait timesAnswered under 30 secondsAI totals by field

Group any report by tracking number, department, employee, category or customer location. Export to PDF, Excel or CSV, or connect Tableau or Power BI.

Access & administration

Organized the way your group is.

Purple Cloud mirrors your organization, from the dealer group down to each employee, line and queue. Everyone sees the stores and departments they're responsible for.

  • Roles for store managers and department managers, with permissions for voicemail listening and recording settings
  • No passwords for staff: sign in with an emailed link or a one-time code
  • IP restrictions available for each store's reports
  • White label for phone-system partners, with your logo and colors
Dealer groupMulti-store summary
WestsideStore
North HillsStore
LakeviewStore
Sales
BDC
Service
Parts
Employees, lines & queuesScores, calls and AI fields

See it on your own calls.

Book a demo and we'll walk through Purple Cloud with your phone system, your CRM and your departments in mind.