DealerCRM powers everything

Meet DealerCRM.
The foundation of it all.

DealerCRM is the most comprehensive dealership management platform ever built for the Automotive, RV, Powersports, Marine, and Outdoor Power Equipment industries. One tool that spans the entire dealership — from the sales floor to the BDC to the service drive to the F&I office — built with all the nuances unique to each department's needs. Every workflow, every customer interaction, from the first internet lead to the final signature and beyond, lives inside a single, unified platform. This is the engine that captures every piece of data that OliviaAI uses to communicate intelligently.

DealerCRM — Unified Dashboard
Sales BDC Service F&I Management
147
Active Leads
$1.2M
Monthly Gross
92%
Show Rate
24/7
OliviaAI Active
Live Activity
OliviaAI responded to web lead — Sarah M.Just now
Appointment confirmed — James R. — 2:30 PM2m ago
Inbound call recorded — Service — RO #45215m ago
F&I contract signed — Deal #884711m ago

Every department. Every workflow.
One platform.

We love BDCs. We love service departments. We love every department that makes a dealership run. DealerCRM doesn't force your teams into a generic tool — it was purpose-built with the workflows, screens, and data each department actually needs, all sharing every data point in real time.

Sales Management

Desking & Deal Structuring

Full-featured desking with real-time payment calculations, trade evaluations, lender program integration, and multi-scenario penciling. Managers can structure deals from anywhere with full visibility into every variable — front gross, back gross, reserve, and incentives — all in one screen. No switching between systems. No re-keying numbers.

F&I Compliance

F&I & Menu Selling

Streamlined finance and insurance workflows with electronic menu presentation, lender routing, e-contracting, and built-in compliance tracking. Every deal flows from desking to F&I to delivery without leaving the platform — no re-keying data, no paper shuffling, no compliance gaps. Every product, every disclosure, every signature — tracked and stored.

BDC Sales

Lead Management & ILM

We built DealerCRM for the BDC first, because the BDC is the heartbeat of the modern dealership. Every lead from every source — website forms, third-party providers, phone calls, walk-ins, service drive — is captured automatically and routed intelligently. Your BDC team gets purpose-built screens, workflows, and reporting designed for the way they actually work — not a repurposed sales tool with a BDC label slapped on it.

Operations Management

Inventory Management

Real-time inventory tracking across every lot and location. DealerCRM monitors days on lot, pricing competitiveness, market demand, and turn rates — giving managers the data they need to price right, stock smart, and move units faster. Because it's all one platform, your BDC sees inventory in real time, your service team knows what's on the lot, and every department works from the same truth.

One platform means
zero data gaps.

Most dealerships run on a patchwork of disconnected systems — one vendor for CRM, another for desking, another for F&I, another for inventory, another for phones, another for service. Every integration point is a place where data gets lost, delayed, or corrupted. Every handoff between systems is a moment where a customer can slip through the cracks.

DealerCRM eliminates all of it. When a salesperson desks a deal, the CRM already knows. When F&I finalizes the paperwork, inventory updates instantly. When a service advisor writes an RO, the customer profile captures every detail. When a BDC agent makes a call, the recording and transcript are immediately available to every department. The service department sees what sales promised. The BDC knows about the declined service recommendation. Management sees it all.

Every department has its own unique needs, and DealerCRM was built to honor that. Your BDC doesn't get a watered-down version of a sales tool. Your service drive doesn't get an afterthought module. Each department gets purpose-built workflows designed for the way they actually operate — all sharing one unified data layer.

This is what "unified" actually means. Not integrated. Not connected. Built as one.

The only CRM with
built-in communications.

DealerCRM is the only CRM in the industry that includes a fully integrated, enterprise-grade communication stack — phone, texting, and email — built directly into the platform. No third-party phone providers. No bolt-on texting vendors. No external email services. Every conversation on every channel is automatically captured, logged, and connected to the customer record in real time. This is how a unified platform communicates.

Enterprise VoIP

Built-In Phone System

A real enterprise-grade VoIP phone system engineered from the ground up inside DealerCRM. Every inbound call is matched to a customer record before it rings. Every outbound call is logged automatically. Every conversation is recorded and fully transcribed — creating a searchable record for coaching, compliance, and quality assurance. All call data flows directly into the customer's 360° profile and becomes fuel for OliviaAI. No third-party phone system. No extra contracts. One platform, capturing everything.

SMS & RCS Messaging

Built-In Texting with RCS

The only CRM with fully integrated SMS and next-generation RCS messaging — no third-party texting vendor. RCS displays your verified dealership name as the sender and enables full-size images and videos directly in the conversation thread. Send walk-around videos, trade-in photos, and rich media that display beautifully on every phone — no links, no downloads, no compression. Every message is automatically logged to the customer record and available to OliviaAI. No per-message fees from outside vendors. No data gaps.

Industry-Leading Delivery

Built-In Email with AI Spam Detection

An enterprise-grade email system with an industry-leading inbox delivery engine — purpose-built to ensure your emails actually reach customers. Advanced sender reputation management, domain authentication (SPF, DKIM, DMARC), and real-time deliverability monitoring keep your messages out of junk folders. AI-powered spam detection on the inbound side filters out phishing and junk before it reaches your team. Every email is logged to the customer record and available to OliviaAI. No third-party email vendor. No middleware. One email system, delivering results.

Task & Workflow Automation

Automated follow-up sequences, task assignments, and process enforcement ensure nothing falls through the cracks. DealerCRM keeps your team on track with intelligent reminders and escalation workflows that adapt to each customer's journey.

Service Drive Integration

We love service departments — they're the lifeblood of long-term customer retention. DealerCRM gives your service team its own purpose-built workflows for appointments, repair orders, declined service follow-up, and customer communication — while keeping sales, BDC, and management in the loop automatically. Every service visit is a relationship touchpoint, and DealerCRM treats it that way.

Reporting & Dashboards

Real-time dashboards and customizable reports give managers instant visibility into every metric that matters — close rates, gross profit, lead source ROI, BDC performance, inventory turn, and more. No waiting for end-of-month reports. The data is live.

Customer 360° Profiles

Every customer has a single, unified profile containing their entire history — every call, email, text, chat, visit, purchase, service appointment, and credit application. Anyone on your team can see the full picture in seconds.

BDC & Appointment Setting

We love BDCs — and we built DealerCRM to prove it. Purpose-built BDC workflows with call scripts, appointment scheduling, automated follow-up cadences, and real-time performance dashboards designed specifically for BDC managers and agents. Track show rates, set rates, and close rates by agent, source, and campaign. This isn't a sales CRM with a BDC tab — it's a BDC powerhouse.

Video Messaging & Tracking

Record personalized walk-around videos directly from the DealerCRM mobile app on iOS and Android, or upload video files from any desktop or mobile device. Send full-length, high-quality videos to customers without compression or third-party links — and track every view. DealerCRM notifies salespeople and managers the moment a customer watches a video, captures total watch count and viewing duration, and saves it all to the customer's 360° profile. Build accountability, measure engagement, and give management complete visibility into video performance across the team.

DealerCRM isn't just a CRM — it's the operating system for your entire dealership. One tool that spans sales, BDC, F&I, service, and management, built with the nuances unique to each department's needs. And because every piece of data flows through a single platform, it creates the foundation that makes OliviaAI possible. The more every department uses DealerCRM, the smarter OliviaAI becomes.

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in action?

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