Dealer software

Customer data hygiene for dealers that dedupes DMS and CRM records, appends and verifies contacts, applies NCOA moves and screens DNC lists.

• CDP and data platforms
• Audience data

Lets dealer F&I managers present products and close deals with customers who are not in the store.

• F&I menu and products
• Digital retailing and payments

Visitor identification platform that matches anonymous dealer website visitors to verified contacts and segments them for AI-targeted follow-up.

• Audience data
• Lifecycle and equity mining

DealerSocket equity mining tool from Solera that finds upgrade, lease-end and service-to-sales opportunities in CRM and DMS data.

• Lifecycle and equity mining
• Aftersales marketing

AI platform that plans and runs sales, service and retention campaigns and lead follow-up for dealerships, groups and OEM programs.

• Voice, BDC and sales agents
• Lifecycle and equity mining
• +1

AI service-to-sales program that reads repair orders, texts build-sheet valuations and routes replies to an in-house BDC for appointments.

• Vehicle acquisition and instant offers
• Lifecycle and equity mining
• +1

DealerX attribution and audience platform that groups local shoppers into cohorts and targets ads across Meta, Google, programmatic and CTV.

• Attribution and analytics
• Audience data
• +1

Dealer compliance tools for identity verification, adverse action notice mailing, document storage and compliance reporting.

• Regulatory compliance

Dealer credit application network connecting to hundreds of finance sources, with credit bureau access, payoff quotes, vehicle values and reporting.

• Credit and lending platforms
• Digital retailing and payments
• +2

Electronic retail installment and lease contracting with in-store and remote eSigning, protection product forms and deal forms.

• eContracting

RouteOne F&I menu software, powered by MaximTrak, for in-store tablet and remote protection-product presentations.

• F&I menu and products
• eContracting

Service-drive acquisition program that mines dealer data to turn service customers into used-vehicle buying opportunities.

• Vehicle acquisition and instant offers
• Lifecycle and equity mining

Salesforce's customer data platform which unifies customer records for Salesforce marketing, sales and service apps.

• CDP and data platforms
• CRM

Digital closing platform for dealers with scripted avatar explanations, e-signature, optional ID verification, recorded closings and e-vault.

• eContracting
• Regulatory compliance

Secure dealer document collection by text or email with ID verification and CRM/DMS write-back, built for the FTC Safeguards Rule.

• Regulatory compliance
• Digital retailing and payments
• +1

AI service scheduler that mines the dealer DMS for service opportunities and books appointments by two-way text around the clock.

• Service scheduling
• Lifecycle and equity mining
• +1

Protomiq tool that presents trade-in and upgrade offers to service customers based on their vehicle equity.

• Lifecycle and equity mining
• Aftersales marketing

Program manager for OEM-sponsored dealer digital marketing programs, with lead management, inventory syndication and performance dashboards.

• OEM program administrators
• Attribution and analytics

Website personalization for DealerOn sites that tailors content, calls to action and For You vehicle picks by visitor behavior and dealer data.

• Website platforms
• CDP and data platforms

F&I menu that personalizes product presentations to each customer's ownership and driving habits, with automated pricing.

• F&I menu and products

Local TV, streaming TV and digital advertising for dealers, targeted with Spectrum household data and measured with TV attribution.

• Media platforms
• OEM program administrators

AI outbound platform for dealerships that calls and texts customers, handles replies and schedules appointments for leads, recalls and equity.

• Voice, BDC and sales agents
• Lifecycle and equity mining
• +1

Conversational AI receptionist for dealerships that answers inbound calls 24/7 and routes callers to the right department.

• Voice, BDC and sales agents
• Lifecycle and equity mining
• +1

Industry benchmarking data drawn from dealership F&I and sales transactions, from StoneEagle.

• Attribution and analytics
• F&I menu and products