Dealer OS · CRM

Every customer and lead in one record

Calls, texts, visits and deals land on the same person. Your team sees who is waiting, who owns them and what comes next.

CRM

  • One record per person

    Leads, past purchases, calls and voicemails sit together, so nobody starts cold.

  • Stages you name

    Rename them or create new ones. Each counts as open, active, committed, won or lost.

  • An owner on every lead

    Each lead has a salesperson, and a known caller rings that rep first.

  • Reminders that arrive

    Book a follow-up and its owner is notified when it comes due.

Customers

Find anyone in seconds

Search, filter by activity, sort by value or last contact. Import a spreadsheet or export a list.

  • Location, wins and lifetime value

Calendar

Test drives and recon on one week

Sales appointments in cool colours, shop work in warm ones. Filter by person, status or type.

Pipeline settings

Your stages, honest math

Every stage sits in a category that drives conversion and revenue figures. Built-ins rename but never break.

Floor

Today's traffic by salesperson

Walk-ins, appointments, pickups and no-shows in a column per rep, with unassigned visits at the end.

Views

Same leads, shaped for each job

Managers watch the board. Reps open a record. Everyone picks which alerts reach them.

Works with

  • TwilioCalls and SMSClick to call, recordings and texts on the lead
  • GmailMailboxThe rep's mailbox and drafts, beside the lead
  • Google CalendarCalendarAppointments on the team's own calendars
  • Facebook and InstagramMessages and postsDirect messages in the inbox, posts from stock
  • PodiumConversationsConversations synced into the CRM
  • AutoTraderMarketplaceLead emails parsed into the CRM
  • CarGurusMarketplaceLead emails parsed into the CRM
  • CSV and spreadsheetsImportsColumns mapped, duplicates merged on import

Questions

Questions about CRM

Can we change the pipeline stages?
Yes. Rename any stage, add one under a category, or switch off what you skip.
Where do marketplace leads go?
AutoTrader, CarGurus, Facebook and website inquiries arrive with their source attached, ready for an owner.
Who sees which customers?
Managers see the whole rooftop. Salespeople see people tied to their own leads.

Book a demo

Give every lead an owner and a next step.

Thirty minutes, on your own inventory.