A Smart Savings Plan Turns Cold Leads into Confident Buyers - Automatically
Smart Savings Plans present the right product, the right payment, and the right savings at the right time - creating booked, high-converting appointments.
What is a Smart Savings Plan?
Once leads are verified and qualified through Smart Filtering, DealerBridge generates a personalized Smart Savings Plan to capture their attention and drive action.
Each plan recommends ideal home upgrades based on property data, and includes transparent pricing, financing, and projected savings.
Upgrades that Fit
Dealers waste less time on mismatched offers and focus only on what each lead is most likely to buy based on Smart Filtering Attributes.
Financing that Fits
Your reps walk into every appointment with financing already worked out, boosting confidence and close rates.
Value & Savings
Makes your products easier to justify—and easier to sell—by showing real-world financial impact.
Cross-Booked
Plan suggests other relevant upgrades from non-competing dealers earning additional income for every booked appointment.
Why Smart Savings Plans Drive Real Conversions
Old leads don’t respond to cold calls. Smart Savings Plans flip the model—providing value first. When a homeowner receives personalized upgrade offers with pricing, savings, and financing already worked out, the decision becomes easier.
Value-First Outreach
Smart Savings Plans deliver useful, personalized insights instead of cold sales pitches.
This builds trust and engagement by showing leads exactly what they qualify for—and why it matters.
Built Around Real Data
Every recommendation is powered by verified Experian data, including property, credit, and homeowner insights.That means your offers are always relevant, targeted, and more likely to convert.
Pre-Qualified Confidence
Homeowners see what upgrades they qualify for and how much they’ll pay—before they ever speak to your team. It eliminates pricing surprises and gives your reps a serious head start in every conversation.
Cross-Sell Opportunities
If a lead isn’t interested in your product, or may be a fit for products, the plan shows them additional offers from other trusted dealers. If they book, you earn passive revenue—turning cold leads into new income streams.
What Makes Our Smart Savings Plan Unique
Not Just a Quote —
a Complete Decision-Making Toolkit
Unlike static email offers or simple lead follow-ups, each plan is personalized with the homeowner’s unique situation in mind. It’s not just a recommendation—it’s a full scenario planner. How Dealers Deliver Smart Savings Plans
Just upload your leads—our AI handles the rest.
Smart Filter Leads
Smart Filtering has done the heavy lifting—identifying qualified leads and crafting Smart Savings Plans built to revive interest and drive appointments.
Chatbot Delivers the Plan
Susie, our AI-powered chatbot, connects with verified leads across call, email, and SMS to deliver their personalized, value-rich Smart Savings Plan.
Check Your Calendar
Susie reaches out to hundreds of aged leads simultaneously, offering Smart Savings Plans with upgrades from your business or other non-competing dealers. Learn more at dealerbridge.ai
Start Turning Dormant Leads Into Decision-Ready Buyers
Upload 100 Leads On us!
Smart Savings Plans help homeowners say yes—with clarity, confidence, and financing already in place.
Looking to explore even more ways to maximize your home’s value and savings? Visit Homebridge.ai to discover how our platform uses smart data and AI-powered recommendations to connect you with top products, trusted dealers, and financing options—helping you make the most of every improvement.