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's newest systems share one customer record and one OliviaAI context. A rep can move from signal to call to deal to DMS without rebuilding the story at each step.
Inbound and outbound calling now shares the same full call surface on desktop and in the native apps: hold, keypad, transfer, configurable destinations, recording, transcript, notes, Call Goals, and the live relationship brief.
A simpler workspace handles finance, lease, cash, balloon, one-pay, cash out-the-door rolls, state taxes and fees, lender programs, and 700Credit prescreen or full pulls. Customers can begin with a consented pre-qualification from the eBrochure.
A calm status strip shows stage, ownership, service loyalty, recency, active deal, fresh credit, risk flags, and OliviaAI's next likely motion. Website visits, eBrochure opens, vehicle saves, and replies keep the read current.
Supported DMS providers now resolve into one consistent service history with vehicles, operations, totals, issue summaries, and full detail on the customer profile and in the native apps.
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.
AutoPencil 2 brings finance, lease, cash, balloon, and one-pay into a focused workspace with live payment calculations, cash out-the-door rolls, trade evaluations, lender programs, and multi-scenario penciling. Managers keep full visibility into gross, reserve, incentives, taxes, and fees without switching systems.
700Credit prescreen and full pulls run inside the customer and AutoPencil workflow, permission-gated for the right users. Customers can begin with a dealership-configured, consented pre-qualification from the eBrochure, and every result stays connected as the deal moves from desk to F&I to delivery.
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.
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.
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.
DealerCRM is the only CRM in the industry that includes a fully integrated, enterprise-grade communication stack — phone, texting, email, and Facebook Messenger, Instagram Direct & WhatsApp messaging — built directly into the platform. No third-party phone providers. No bolt-on texting vendors. No external email services. No outsourced social-inbox tools. 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.
A real enterprise-grade VoIP phone system engineered inside DealerCRM. Every inbound call is matched before it rings; every outbound call is logged. The same complete phone runs on desktop and in the native apps with hold, keypad, transfer, configurable destinations, notes, Call Goals, and a live relationship brief. Recordings and transcripts flow directly into the customer profile and become context for OliviaAI.
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.
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.
The only CRM with Facebook Messenger, Instagram Direct, and WhatsApp Business built directly into the unified inbox — not as a bolt-on social-inbox tool. Marketplace inquiries, story replies, post-comment DMs, and WhatsApp threads all land on the right customer record alongside their calls, texts, and emails. Reply from one place. OliviaAI handles drafts and auto-responses across every social channel the same way she handles SMS — per your hours, your tone, your rules. Meta's 24-hour messaging windows and WhatsApp template requirements are tracked automatically. No third-party social-inbox vendor. No data gaps.
Live, browser-based video calls and async walk-around videos — no Zoom link, no app install, no Teams invite. Send a link, the customer joins from their phone. Record a 90-second walkaround at the lot and text it to a customer who's still deciding. Every video is recorded, transcribed, and summarized just like a call, with full watch-through analytics so reps know exactly which parts the customer cared about. Every interaction is logged to the customer record and available to OliviaAI.
An OliviaAI-powered chat widget that lives on every eBrochure and on your dealer website — armed with your full inventory, this unit's specs, and the customer's history when she's known. Anonymous visitors are captured as real CRM leads the moment they share a name and phone. Returning customers are recognized across sessions and devices. Every chat transcript lands on the customer's timeline next to their texts, calls, emails, and social DMs — one continuous relationship, no matter which channel they reached out on.
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.
Repair-order history from supported DMS providers appears in one consistent customer experience, including the vehicle, operations, totals, issue summary, and full detail on web and mobile. Sales, BDC, service, and management can understand the visit without translating provider-specific records.
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.
A quiet Customer Snapshot surfaces the relationship, stage, recency, active deal, current credit, risk flags, and OliviaAI's next likely motion before a rep opens the full record. The profile then holds every call, email, text, social conversation, visit, purchase, repair order, and credit event.
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.
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.
The most modern, AI-driven mobile app in the dealer industry — the whole dealership in your pocket. Reps scan a license, VIN, or plate; work the complete customer record; answer or place dealership calls with hold, keypad, transfer, Call Goals, and relationship context; review service history; push deals to the DMS; and talk to OliviaAI hands-free.
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. Take it all with you — the DealerCRM mobile apps are available today on the App Store and Google Play.
Explore the Platform
Your always-on AI teammate. OliviaAI handles emails, texts, web chats, phone calls, and Facebook Messenger, Instagram Direct & WhatsApp conversations — inbound and outbound — with the full context of every customer relationship.
Verified branded calling that displays your business name on every outbound call. Works with any phone system and any CRM — or paired with DealerCRM for maximum impact.
Military-grade encrypted bidirectional API. Connect any DMS, any tool, any system with voAIce's unified data platform — securely.
The most comprehensive dealership management platform ever built — with built-in phone, texting, and email. Request a personalized demo today.