Industry
Dealer CRM, inventory and service scheduling software wired into your DMS, not running beside it as a second system.
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Dealerships and dealer groups run their business through a dealer management system that predates most of the software they now want to add on top of it. A lead-routing CRM, a vehicle inventory tool or a service scheduler that does not integrate directly with CDK Global or Reynolds and Reynolds just becomes another screen staff have to re-enter the same data into.
We build dealer CRMs that unify leads from the website, third-party marketplaces and walk-in traffic into one view, vehicle inventory tools that stay synced between the physical lot, the DMS and marketplace listings like vAuto and Autotrader, and service scheduling systems that account for bay availability and technician skill, not just open time slots.
Where financing applications or other consumer financial data pass through the software, we build intake and storage to the FTC Safeguards Rule's requirements, since dealership data security obligations extend well beyond payment card data.
The problem
CDK Global and Reynolds and Reynolds both require certified integration partnerships to access dealer data directly, which limits what a custom tool can pull or push without going through an approved integration path.
Website forms, third-party marketplaces, phone calls and walk-in traffic each generate a lead, and without one CRM view, the same customer gets followed up with inconsistently or not at all.
A vehicle sold on the lot but not yet updated in vAuto or Autotrader shows up as available to a shopper who then arrives to find it gone, which is a routinely avoidable customer experience failure.
Bay availability, technician certification for a specific repair, and parts availability all constrain what a service appointment slot actually means, beyond a calendar showing it as free.
Financing applications and trade-in valuations involve consumer financial information that falls under the FTC Safeguards Rule, which most general-purpose CRM and inventory tools were not built to satisfy.
What we build
A unified lead view across website, marketplace and walk-in sources, with routing rules and follow-up tracking so no lead sits untouched because it arrived through a less obvious channel.
Certified integration with CDK Global or Reynolds and Reynolds so inventory, customer and service data stay consistent between the DMS and any custom tool built on top of it.
Inventory sync between the physical lot, the DMS and marketplace listing services like vAuto, Autotrader and Cars.com, so a sold vehicle stops showing as available everywhere within the same day.
Appointment scheduling that accounts for bay capacity, technician skill matching and parts availability, not just an open calendar slot.
Integration with OBD-II and manufacturer telematics APIs to surface vehicle health and service reminders proactively, rather than waiting for a customer to notice a warning light.
Both major DMS platforms require certified integration partnerships rather than open API access, which shapes how we scope a project from the start. We work through the approved integration path for your specific DMS so customer, inventory and service data stay consistent between the DMS and any tool built on top of it, instead of creating a parallel data set that drifts out of sync within weeks.
We build inventory updates to propagate from the DMS to marketplace listing services like vAuto, Autotrader and Cars.com on a near-real-time basis, so a vehicle sold on the lot stops appearing as available across every channel within the same business day rather than at the next nightly batch sync.
Services
Solutions
Technology
FAQ
Yes, through CDK's certified integration partner program, which is required to access dealer data directly. We handle the certification process and build the CRM to read and write against that integration rather than a workaround.
We build inventory updates to flow from the DMS to marketplace listing services on a near-real-time schedule, so a vehicle marked sold in the DMS stops showing as available on third-party listings within the same day.
Yes. We build scheduling to match appointment type against which technicians are certified for that repair and which bays have the right equipment, rather than treating every open slot as interchangeable.
The FTC Safeguards Rule applies to consumer financial information collected during financing and trade-in valuation, requiring specific access controls, encryption and incident response practices that we build into the intake and storage layer.
A CRM unifying leads from website, marketplace and walk-in sources with routing rules typically takes eight to twelve weeks, depending on how many lead sources and DMS integrations are in scope.
Insights
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