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What dealers ask before they sign.
Standard list pricing is around $3,000/month per rooftop. Our early-adopter rate is dramatically lower — and locked for the length of your term — with no setup fees. Pricing is per rooftop with unlimited users, not per seat. The only line-item add-ons are DMS integration pass-throughs (for example Authenticom on Frazer is ~$150/mo, Motility ~$200/mo, CDK full push/pull is ~$500/mo).
No. Pricing is per rooftop with unlimited users — salespeople, F&I, service, managers, owners, anyone you want in the tool. Add a second store and that's another rooftop, not per-seat.
Your call. Month-to-month, 12 months, or 24 months — longer terms protect your rate as we move to retail pricing later. We've taken commitments as long as 10 years from one dealer. After your term, you roll to month-to-month at your discretion.
No setup fees on the early-adopter plan. The only recurring add-ons are DMS pass-through costs where applicable, and optional tracking phone numbers for ad-source measurement (~$50/line setup).
OliviaAI is the intelligence layer embedded throughout DealerCRM — not a bolt-on. She sees every call, text, email, web chat, video, inventory signal, appointment, and deal touch in one shared memory; drafts the next message for every customer; schedules her own follow-ups; surfaces who the salesperson should contact next; and runs autonomously after-hours if you want her to. The difference is one brain across every channel: the website chat knows what happened on the phone two minutes ago, and the phone call knows what the customer texted yesterday.
Yes. DealerCRM ships its own built-in telephony platform — every inbound and outbound call routes through us. Dealers can replace Grasshopper, Podium phones, and similar systems with our stack. You can also keep your existing modern VoIP provider; we integrate.
Roughly 45–60 days from contract signing to live. We're typically booked a few weeks out, so the practical lead time today is mid-to-late summer. Onboarding is largely remote, with the option of on-site go-live week if you want it.
Hours, not weeks. We recently imported 21 million records for a 6-store group in 11 minutes. The codebase is modern and was built for fast migrations — no legacy ports, no clunky ETL. Search is actually easier on the new platform because data is normalized as it lands.
No — we're an OliviaAI-powered CRM, not a DMS. We sell units; your DMS counts the money. Your DMS handles parts inventory, RO management, accounting; DealerCRM owns the customer-facing CRM, telephony, OliviaAI, chat, video, reputation, and reporting. A DMS is on the long-term roadmap but it's a separate product.
Yes. Mobile is a first-class surface, not an afterthought. Reps can call, text, email, scan a driver's license, scan or photograph a stock number for a test drive, capture trade-in photos, send video, work My Day, and use OliviaAI from the lot. It is designed with large touch targets and fast drawers because many sales workflows happen with a phone in hand.
OliviaAI auto-handles it — she replies to every governmental compliance trigger automatically and updates consent on the customer record. No rep action required.
Every call — inbound, outbound, on hard phone, on browser, on mobile — is recorded, transcribed, and summarized by OliviaAI automatically. On a supported hard phone, the rep just picks up and dials; there is no extra click to log the call. No separate call-review subscription required. A "this call may be recorded" whisper plays at the start of every call in compliance with state law.
Hold the license up to a camera or upload an image inside DealerCRM. OliviaAI detects that it's a license, reads the front (not the barcode), and files it into the confidential-documents area gated by permissions. Salespeople only see a fuzzy version; full files require the right role. The point is to keep licenses, pay stubs, W-2s, and similar files out of personal phones, email attachments, and the visible conversation thread.
Search any string — phone, partial name, anything. Type "Joey" and you'll get every Joseph, Joey, and Joe sorted by most recent. Reps can search "person I added yesterday named Ben" and get an exact hit. Data is stored in vectors instead of rigid tables, so fragment search just works.
My Day shows three things: today's appointments, the calendar, and the to-do list. The to-do list is prioritized by OliviaAI, and every task has a "?" button explaining why it's there. Three sources feed it: cadences you've defined, manual tasks from managers, and OliviaAI's own next-best-action picks — the OliviaAI tasks are where most of the lift comes from.
Yes — porting is standard, but it is not the only path. You can port numbers to us, forward existing numbers into DealerCRM, forward DealerCRM calls back to your current extensions, or run a mix of browser calling, desk phones, soft phones, and mobile. Keep your number and the carrier change is invisible to your customers. We can ring all your phones in simultaneous, stagger-step, or any pattern you want.
Yes. If the customer says "I'll be there Saturday at 11 with my wife," OliviaAI hears it, schedules the appointment, and it appears on the rep's calendar by the time they're back at their desk. Same flow works for texts, emails, web chats, and video.
Yes. Mobile is a first-class surface, not an afterthought. Reps can call, text, email, scan a driver's license, scan or photograph a stock number for a test drive, capture trade-in photos, send video, work My Day, and use OliviaAI from the lot. It is designed with large touch targets and fast drawers because many sales workflows happen with a phone in hand.
Yes — all tech support and training is included at no extra charge. The only add-on cost is travel expenses if you want trainers on-site. Support is available by chat anytime, by phone during business hours, and 24/7 if you're down.
Tell us — we'll likely build it. We ship new features every other day. Anything you ask for that we add becomes part of the product. We don't commit ship dates on the spot, but good ideas just appear.
Pick a topic and read one screen at a time — every answer is open, nothing is folded away.
What it costs, how billing works, and what the first 30 days look like.
Pricing & Plans · Getting Started & Onboarding 15 answersWhat she does on her own, what she never does, and how you tune her.
OliviaAI 32 answersThe built-in phone system, RCS and SMS rules, and the inbox.
Voice & Phone Calls · Texting & SMS · Email 59 answersProfiles, lead routing, inventory, eBrochures and AutoPencil desking.
Customer Profiles & CRM · Lead Routing & BDC · Inventory · eBrochures & Digital Retail · AutoPencil & Desking 30 answersDMS connections, the API, dashboards, campaigns and multi-store groups.
Integrations & DMS · Reporting & Dashboards · Multi-Store & Multi-Rooftop · Marketing & Reputation 26 answersThe apps, how data is protected, compliance, and who picks up when you call.
Mobile · Security, Permissions & Compliance · Roadmap & SupportStandard list pricing is around $3,000/month per rooftop. Our early-adopter rate is dramatically lower — and locked for the length of your term — with no setup fees. Pricing is per rooftop with unlimited users, not per seat. The only line-item add-ons are DMS integration pass-throughs (for example Authenticom on Frazer is ~$150/mo, Motility ~$200/mo, CDK full push/pull is ~$500/mo).
No. Pricing is per rooftop with unlimited users — salespeople, F&I, service, managers, owners, anyone you want in the tool. Add a second store and that's another rooftop, not per-seat.
Your call. Month-to-month, 12 months, or 24 months — longer terms protect your rate as we move to retail pricing later. We've taken commitments as long as 10 years from one dealer. After your term, you roll to month-to-month at your discretion.
No setup fees on the early-adopter plan. The only recurring add-ons are DMS pass-through costs where applicable, and optional tracking phone numbers for ad-source measurement (~$50/line setup).
No. Pricing stays fixed for the length of the term you sign. As volume grows we expect pricing to stay aggressive — we want long-term customers, not short-term revenue.
Yes — we can build creative parachute terms so you have an exit option after a short test period if it isn't working out.
In advance. You're invoiced when you sign — that covers month one, and we begin building your instance immediately. After go-live you're billed a month ahead each cycle.
Included: the full platform — OliviaAI across every channel, telephony, texting, email, video, eBrochures, reputation management, AutoPencil desking, dashboards, mobile app, and unlimited users. Add-ons: per-rooftop DMS integration pass-through fees, optional on-site training travel, and mass-campaign calling (calling 1,000 customers in one push will be a separate package).
DealerCRM is the best value the market has ever seen. Our closest automotive competitor is around $5,900/month for less capability, and most legacy CRMs sit between $2,250 and $3,000 per rooftop. On the RV side, nothing else combines a 75,000+ floorplan dataset with OliviaAI voice. You get materially more software for materially less money.
Go deeperBook a live walkthroughCompare with your current CRM
Yes. The DealerCRM one-sheeter is a single page covering the whole platform — every channel built in natively, OliviaAI, DealerIdentify branded calling, AutoPencil desking, and how we work with OEMs. Download the one-page overview (PDF) and forward it to anyone in the decision.
Roughly 45–60 days from contract signing to live. We're typically booked a few weeks out, so the practical lead time today is mid-to-late summer. Onboarding is largely remote, with the option of on-site go-live week if you want it.
We start with a process call to understand how you handle leads, customers, cadences, and lead assignment. We build your instance against your process and import your historical data — your customers, deals, owned vehicles, activities — so you're not starting from zero on day one.
Hours, not weeks. We recently imported 21 million records for a 6-store group in 11 minutes. The codebase is modern and was built for fast migrations — no legacy ports, no clunky ETL. Search is actually easier on the new platform because data is normalized as it lands.
Optional. Travel is a straight pass-through — flights, hotel, and a small per diem. For most dealers, the new platform is intuitive enough that remote onboarding works fine; on-site is a confidence backstop, especially during peak season.
Day 1: introduce the system and basic tasks. Day 2: actual use with reinforcement. Day 3: cleanup questions. Day 4: final polish. Trainers stay on calls (or on-site) for the full week. The trainer-to-trainee ratio is roughly 1:10.
We built this specifically for the resistant rep. After one login most reps adopt within two weeks — there's no chasing tasks, no clicking through screens; OliviaAI tees up the next action. The 30-year-veteran salespeople with hand-written customer books love it once they see how little they have to do.
Technically yes, but in practice parallel runs struggle — sales teams reject the new tool when they can stay on the old one, and the two systems don't sync deal-state cleanly. Better results come from a clean cutover at one rooftop with management leading. If you absolutely need a soft launch, we'll work with you, but a clean switch is the path we recommend.
Your call — both work. Many dealers prefer to launch in peak so reps adopt faster (money is on the line). Migration itself takes hours, training is minimal because the UI is intuitive, and automatic capture means data quality only improves from the moment you turn it on. The bigger "risk" most dealers run into is that OliviaAI generates more opportunity than they're staffed for — which is the opposite of typical CRM-switch pain.
When you're ready to move forward, our sales and support team will finalize the agreement with you and get you into the queue for setup. We'll confirm term length and start work the moment everything is signed.
Yes — request a Dealer Sandbox at dealercrm.com/sandbox: your own private practice dealership with realistic data and a working OliviaAI, active for a few days with self-service extension. It's the real product, not a scripted demo — desk a deal, text yourself as the customer, watch OliviaAI answer, and see how the workflow actually feels. You can also stress-test OliviaAI live any time on our public demo line and chat.
OliviaAI is the intelligence layer embedded throughout DealerCRM — not a bolt-on. She sees every call, text, email, web chat, video, inventory signal, appointment, and deal touch in one shared memory; drafts the next message for every customer; schedules her own follow-ups; surfaces who the salesperson should contact next; and runs autonomously after-hours if you want her to. The difference is one brain across every channel: the website chat knows what happened on the phone two minutes ago, and the phone call knows what the customer texted yesterday.
No — she removes the busywork so reps focus on selling. She asks for the appointment on every call and every text (something even ninja salespeople forget), drafts the perfect next email, logs every activity automatically, and surfaces who to contact next. Think of her as a backstop: when a rep is on the lot doing a proper walkaround, OliviaAI can cover the lead, book the appointment, and put it back on the rep's My Day page. The reps still build trust and close the deal.
Yes. She reads each rep's email and call history and matches their tone, length, and cadence — so the email she drafts for Monica reads differently from the one she drafts for Brett. You can also lock her to one consistent dealership voice. Reps can edit before sending or send as-is.
Every behavior is dial-able. Tell her not to quote payments, not to discuss trades, not to talk about specific topics — she'll respect those guardrails and hand off to a human when she hits them. The setup has two layers: hard work-plan rules for the decisions your store cares about, and OliviaAI judgment everywhere else. Tone, demeanor, restricted topics, per-channel permissions, per-rooftop goals, and escalation behavior are all configurable. Our team configures it with you during onboarding; once you're certified, you can adjust directly.
Yes. You can start with OliviaAI drafting only, use her on nights and weekends, give reps a 10- or 20-minute window during business hours, A/B test lead sources, or let her take first response immediately. The best setup is usually gradual: get reps comfortable with the simple daily workflow, then increase autonomy where the store sees the lift.
Yes — one click on the customer record. OliviaAI then stops drafting or sending anything for that customer, though they still appear on the rep's My Day page. Standard SMS/email opt-outs are honored automatically on top of this.
No. OliviaAI can match a rep's writing style when she drafts a message for that rep, but when she is the one communicating autonomously she identifies herself as OliviaAI. That is intentional responsible automation: customers know who they are talking to, and the rep has a clean handoff if they want to jump in.
44 languages out of the box, across voice, text, and email. A customer texts in Spanish, OliviaAI replies in Spanish and gives your English-speaking rep the English version side by side. Same on voice and email.
Yes. She self-reflects every night on every conversation, flags where she should have answered differently, and self-corrects so the same mistake doesn't repeat. Our team reviews a daily report of every conversation as well.
Yes. Reps can ask "who should I reach out to right now?" or "pull customers coming up on lease-end" in plain English, and she queues them on the My Day to-do list with her reasoning attached on a "?" button next to each task.
Yes — and unlike rule-builder CDPs, you just leave her on. She markets to every customer in the database when the moment is right — lease-end approaching, equity changes, loan aging, owned-vehicle changes — and you can tell her in plain English to focus on a goal ("push F-150s" or "follow best practice") and she'll execute indefinitely until you tell her to stop.
Yes. Tell her: "after 14 days, take over long-term follow-up." She'll email, text, and call (within FCC bounds) on a continuous cadence until you stop her or the lead converts.
You configure the fallback. Drafts can auto-send if the rep doesn't act, alert a manager, or shuffle the customer to another rep. The dealer sets the protocol per workflow.
Not yet — and intentionally so. We spent 90 days on avatars and the lip-sync isn't believable enough; customers find it off-putting. We'll ship it the day it actually works. We can, however, generate custom OliviaAI images (drop a stock unit on a beach at golden hour, for example) and full walkaround videos today.
No, and you wouldn't want her to be — neither is a salesperson. What she is is consistent: she asks for the appointment on every interaction, summarizes every conversation, and never forgets to log an activity. Consistency is the win dealers report most often.
Go deeperEverything OliviaAI doesTry OliviaAI on your own phone
Yes. DealerCRM ships its own built-in telephony platform — every inbound and outbound call routes through us. Dealers can replace Grasshopper, Podium phones, and similar systems with our stack. You can also keep your existing modern VoIP provider; we integrate.
Yes — porting is standard, but it is not the only path. You can port numbers to us, forward existing numbers into DealerCRM, forward DealerCRM calls back to your current extensions, or run a mix of browser calling, desk phones, soft phones, and mobile. Keep your number and the carrier change is invisible to your customers. We can ring all your phones in simultaneous, stagger-step, or any pattern you want.
Yes — every rep gets a tracking number, and you can spin up as many additional tracking numbers as you want for ads or campaigns to measure source attribution. When a rep leaves, the number stays with the dealership.
Yes. A main or tracking number can ring multiple reps, a department, desk phones, mobile phones, or any combination you choose. DealerCRM still knows which individual line answered, records and transcribes the call, and writes the activity back to the customer profile without the rep having to attribute it manually.
Every call — inbound, outbound, on hard phone, on browser, on mobile — is recorded, transcribed, and summarized by OliviaAI automatically. On a supported hard phone, the rep just picks up and dials; there is no extra click to log the call. No separate call-review subscription required. A "this call may be recorded" whisper plays at the start of every call in compliance with state law.
Yes. OliviaAI can act as your receptionist, route calls to the appropriate department or person, and pick up overflow when a human doesn't answer. For a small team, this is the single biggest lift — no more missed opportunities while your one salesperson is on the lot.
Yes. Click the OliviaAI Call button on a customer card and she dials, holds the full conversation, and the recording, transcript, and summary land back in the customer history. You can schedule her to call tomorrow at 9am to confirm a Saturday appointment, for example.
No. Our outbound calls are signed and branded so the dealership name displays on caller ID. This is a major differentiator versus competitors whose outbound calls get marked as spam.
DealerIdentify puts your dealership's verified name on the customer's screen when your team calls out — instead of "Unknown Caller" or a bare number — so more customers actually answer. Every DealerCRM number is enrolled automatically, and the same verified identity carries into your RCS message threads, where the store's name and logo appear on the conversation. A Call Quality dashboard shows how your branded calls perform, from your own data.
There's no voicemail dead-end by design. Every rep's dealership line is a real softphone that rings on desktop and mobile — with live transfer, hold, and call flip between devices — and when a call is missed, declined, or comes in after hours, OliviaAI answers on the rep's behalf, has a real conversation, and logs the summary and next step to the customer record. The customer always talks to someone.
Yes. If the customer says "I'll be there Saturday at 11 with my wife," OliviaAI hears it, schedules the appointment, and it appears on the rep's calendar by the time they're back at their desk. Same flow works for texts, emails, web chats, and video.
Yes — there's a "log call only" option for calls handled on personal cells so the data still lands in the CRM. OliviaAI can also call the rep's cell, bridge to the customer, and capture the recording that way: rep answers, she says "press 1 to connect," and the call is recorded, transcribed, translated, and logged.
OliviaAI hears the call and raises a "skate alert" tying it back to the originally assigned salesperson. The new rep can keep working it; you decide ownership at the management level.
Yes — she reads context clues from the conversation and routes the activity to the right department. All calls are captured, but they're categorized correctly so sales leads don't get muddied with service traffic, and service customers don't slip through as sales opportunities (which most CRMs miss).
Yes. Instead of dumping to voicemail, OliviaAI picks up, takes the request, and creates a follow-up note on the manager's and the writer's My Day page. Voicemail is effectively eliminated — nobody audits it anyway.
Same flow. Those calls hit your main line, we record, transcribe, and OliviaAI summarizes them — exactly like any other inbound call. The activity lives in the customer history regardless of which third-party tracking number routed it.
Yes. We're rolling out a $129 VoIP hard phone that ties directly to the CRM — pick up the receiver, dial 10 digits, and the call is logged, recorded, transcribed, and tied to the customer record. Off-the-shelf VoIP phones work too. Mobile, browser, and OliviaAI-initiated calling all work alongside.
Only if you want to dictate. Voice input is available wherever there's a microphone icon, but you can type, click, or use the mobile app instead. On mobile, voice dictation is especially powerful.
Yes — branded RCS is built in, on iPhone and Android. Your dealership's name and logo appear on the customer's native messaging thread with verified-sender trust, so the message is visibly from the store, not a random number. Reps can send rich vehicle cards with tappable actions (book a test drive, apply for credit, get directions) and designed appointment passes with one-tap Confirm & Add to Calendar, and threads show delivery/read receipts, typing indicators, and reactions. When a handset doesn't support RCS, the message falls back to SMS/MMS automatically — nobody has to think about which rail to use. See it on your own phone →
Yes. Click the text icon on any customer card and she reads the full history, then drafts the next best message. You can accept it, edit it, change the tone or length, switch to Spanish, or override entirely. The thread renders iMessage-style for easy scanning.
Yes — there's a stopwatch icon next to Send. Schedule for tomorrow morning, next week, whenever fits the customer. Same flow works on email and calls. Every rep under 40 expects this and it's a first-class feature.
Yes — every inbound and outbound text is captured in the customer's timeline, OliviaAI reads it, and it feeds the relationship summary and next-best-action engine. Reps don't have to log anything manually.
If the numbers live on the same customer profile, the group text stays on that profile and works inbound and outbound. If the recipients are separate customer records, DealerCRM records the communication against each relevant profile so OliviaAI knows each customer received it. That keeps counts and follow-up context accurate without making the rep retype anything.
Yes. OliviaAI sends confirmation texts when an appointment is booked and reminder texts the day before, and can request a Google or Facebook review after the RO closes.
Yes. The FCC requires an opt-out notice, not opt-in. With verbal or written authority from the customer, you can text them. When a record is created with a mobile number, the system asks you whether to enable texting before sending anything. We comply with both US and Canadian opt-out language requirements, and our COO is an attorney whose previous role was FCC compliance lead.
OliviaAI auto-handles it — she replies to every governmental compliance trigger automatically and updates consent on the customer record. No rep action required.
If you can get the data out of the existing system — which is your legal right as the data owner — we'll get it in. Historical conversation context makes OliviaAI smarter about your customers from day one.
Yes — click Email and OliviaAI writes the next best email based on the full customer history in about three seconds. Override the tone, change length, send now or schedule, attach an eBrochure, contact card, or PDF. She uses each customer's relationship summary, vehicles of interest, owned vehicles, and history to write per-customer, not batch templates.
Yes. We built our own Gmail-style inbox for reps who prefer working from a mail interface. Everything still saves to the customer timeline; OliviaAI still drafts replies. No workflow shock for email-first reps.
Yes — OliviaAI engages overnight leads with a real back-and-forth conversation instead of a templated auto-reply. The customer often has an appointment booked before your team arrives the next morning.
Whatever you can imagine — OliviaAI generates the body, you attach PDFs, embed an eBrochure, a credit app, a vCard, images, or stream up to a 100 GB video that delivers to an iPhone in seconds via our CDN.
Yes — and more flexibly than a traditional criteria-builder. Tell OliviaAI in the Marketing tab what you want to accomplish (audience + message + cadence) and she builds and runs the campaign. No if-this-then-that ladder.
One screen: the OliviaAI-drafted next message, a 5–6 sentence relationship summary, vehicles of interest, wishlist matches from inventory, full deal history from your DMS, service history, owned vehicles, confidential documents, per-store points of contact, and next scheduled follow-up. A rep gets a full read in under 30 seconds.
Just type the phone number — we hit the mobile carrier and populate name and address correctly about 80–85% of the time. You can also scan a driver's license inside the controlled DealerCRM desktop or mobile app. Address auto-suggests via Google when manually keyed.
Hold the license up to a camera or upload an image inside DealerCRM. OliviaAI detects that it's a license, reads the front (not the barcode), and files it into the confidential-documents area gated by permissions. Salespeople only see a fuzzy version; full files require the right role. The point is to keep licenses, pay stubs, W-2s, and similar files out of personal phones, email attachments, and the visible conversation thread.
It's an OliviaAI-written narrative of where the customer stands right now — next scheduled follow-up, what they want, why they're stalled. 90% of the time the rep doesn't need to open any history at all. Updated every time anything changes.
Search any string — phone, partial name, anything. Type "Joey" and you'll get every Joseph, Joey, and Joe sorted by most recent. Reps can search "person I added yesterday named Ben" and get an exact hit. Data is stored in vectors instead of rigid tables, so fragment search just works.
Every entry point (DMS, in-tool add, mobile, inbound lead) is normalized, but DealerCRM is conservative about merging. Shared mobile numbers and exact email matches are strong signals; common names, suffixes, nicknames, shared business numbers, addresses, inventory interest, source, and conversation context are weighed together before records are linked. We would rather be careful than merge two different John Smiths and send the wrong follow-up.
Automatically. OliviaAI extracts intent from every conversation — phone, text, email, web chat. If the customer started on one stock number but mentioned "any bunkhouse fifth wheel under 50k," she captures both the specific VOI and the broader wishlist and matches inventory against both.
Yes. Open the customer's Vehicle of Interest panel, type the wish in plain English ("bunkhouse 5th wheel under 49K pre-owned"), and the salesperson is notified the moment a matching unit hits inventory. OliviaAI also runs the match across all customers — including service-drive trade-ins.
My Day shows three things: today's appointments, the calendar, and the to-do list. The to-do list is prioritized by OliviaAI, and every task has a "?" button explaining why it's there. Three sources feed it: cadences you've defined, manual tasks from managers, and OliviaAI's own next-best-action picks — the OliviaAI tasks are where most of the lift comes from.
Owned vehicles populate from sales, service ROs, and proposed trades (even ones you didn't take). OliviaAI values them back-into-market using 5.9M live retail listings in your region — not book values. Equity opportunities surface in real time on My Day.
Multiple POCs per customer per store — sales, service, F&I — assigned by OliviaAI based on activity or set manually. The old "point person" model didn't reflect reality; multiple people work the same customer at different stages. When an employee leaves, OliviaAI surfaces orphaned POCs on the manager's My Day page so leads get redistributed instead of dropped.
From your DMS where we have an integration, plus anything sold through DealerCRM is native. On import we run a one-time historical extraction so your past sales appear from day one.
Go deeperThe customer profile
Direct integration with 300+ lead sources, including RV Trader, AutoTrader, Facebook, and your own website. Leads arrive in real time, OliviaAI parses the data into the customer record, and routing kicks in immediately — no mail-parser middleman.
Very. Route by lead source, rooftop, department, salesperson schedule, unit type, price point, manager rules, round robin, shark tank, or any custom strategy your store uses. Managers can temporarily remove a rep from rotation, and each source can have its own routing logic. Our team can configure it for you, or you can tell OliviaAI what you want and have her build the rule.
OliviaAI engages within seconds — text, email, or outbound call — on Sundays, nights, holidays, doesn't matter. She holds a full back-and-forth conversation, and the customer often has an appointment booked before your team arrives the next morning. The 78% Harvard Business School stat about first-responder wins is real; OliviaAI is that first responder when you're closed.
Yes — set rules by hours, by channel, by lead source, by rep behavior, or by the credibility of the customer's reply. Examples in production: 8 or 13-minute reply windows during business hours before OliviaAI steps in, instant response on certain sources, full OliviaAI handling on others, or draft-only until a manager is comfortable. Sky's the limit on configuration.
Yes, when the return happens inside your own website experience and can be connected back to a prior DealerCRM email, eBrochure, video, chat, or known browser. We do not track customers across unrelated sites. The useful part is timing: if a shopper disappeared for six months and comes back to your site, OliviaAI can surface that opportunity without a rep saying anything creepy like "I saw you browsing."
Lands as a bucket on the rep's My Day page ("leads assigned to you") plus in-app notification, text, or whatever channel you configure per rep.
Yes — that's exactly the win for smaller teams. Instead of adding a BDC headcount, OliviaAI handles drip follow-up, after-hours response, dormant-lead revival, and re-engages when a customer resurfaces. Works 24/7 at no extra cost.
Yes. OliviaAI targets customers based on equity, end-of-lease, and other signals. In the US valuation confidence is ~95%+; in Canada it's currently ~80% — we surface the recommendation but suggest a human verify before quoting.
Yes — service customers are matched against equity and lifecycle triggers. OliviaAI flags likely cross-sells on the My Day list and can alert when a high-value customer walks into the building. This is one of the highest-ROI features for groups with strong service traffic.
Yes. Point her at customers sold 3 or 4 years ago and let her run a nurture cadence in the background — a "kinder, gentler check-in" style — while the rep focuses on live deals.
Yes — once a lead is closed/lost or sold, she pulls them out of the active follow-up queue. Legacy CRMs were notoriously poor at this; OliviaAI handles it cleanly.
Yes — built in. Leads move new → assigned → attempted → qualified → appt set → confirmed → sold in real time, with call/text/email/disposition actions from inside the panel. If you want a custom variant, OliviaAI can build it in about 4 minutes via the dashboard tool.
Yes — The Tower is live floor command built into DealerCRM. The floor log writes itself: visits are created and advanced automatically from appointment arrivals, license scans, meetings, and deal activity, so managers stop chasing reps to log ups. Up rotation runs from real schedules with an Up Station tablet at the door, TO requests route to the right manager instantly, and TV boards put the whole floor on a screen in the showroom. It works for auto, RV, powersports, and marine floors.
Yes — DealerCRM Loyalty is a membership program built into the CRM. You shape the tier ladder — discounts with per-visit and per-year caps, included services, perks like priority booking or pickup & delivery — and members earn automatically from every closed customer-pay repair order and delivered deal, recorded in a permanent ledger. Advisors see member standing right on the customer profile at write-up, redemption is an honest two-step flow that restores the benefit if the discount never lands on the repair order, and OliviaAI welcomes members and marks tier changes on consented channels. It works dollar-based, visit-based, or fully manual depending on your store's data. See DealerCRM Loyalty →
Yes — Communication Pulse is a live cross-channel connection dashboard: a real-time activity wire, per-rep unique-outreach and real-conversation metrics, and advertising-source attribution so you can see which spend produces conversations. Team Engagement adds activity rings, levels, and badges that make healthy CRM usage visible — and a little competitive.
Primarily your website feed plus DMS pulls where the DMS supports it. If a DMS is difficult, we can often use the same feed your website receives, triggered emails, available exports, or other dealer-approved pushes to keep availability current. We supplement every unit with full manufacturer specs from our proprietary database — weights, tank sizes, dimensions, features — so OliviaAI can speak to any unit in detail without you typing anything.
Yes — add, edit, mark sold, delete, or upload images directly. You're not locked into the website feed. Consignment units can also live in your inventory list so OliviaAI can market them.
Yes. Keep your website and tools like vAuto, MMR, KBB, or JD Power book workflows where you need them for bank or appraisal policy. DealerCRM consumes the inventory feed and adds market-based pricing comparisons on top. We are very good at surfacing what a unit is worth in the real retail market; that is not the same thing as the lender's book value.
Unlimited. We've seen units with 56+ photos. Walkaround videos can be recorded in-app, transcribed, and used in campaigns or OliviaAI-generated marketing pieces.
Yes. Every uploaded image is scraped and tagged — the system knows it's a galley, bedroom, exterior, etc. You can search globally for "kitchens in 2024 travel trailers" and pull every matching image across your library.
Yes. Our catalog covers 80 makes, every vehicle sold in the US since 2006, every RV floor plan since 2008 (75,000+), plus marine, powersports, and now golf carts. On cars, window-sticker/build data gives OliviaAI exact option-package knowledge, not just a generic VIN decode. She can compare a Jay Flight 265BH to a Springdale 2620BH spec-by-spec — tank size, AC tonnage, length, sleep count — in seconds, by text, email, voice, or web chat. Includes towing-compatibility lookups ("will this truck tow my Jayco?").
Yes. If both units are in your inventory, the comparison is balanced. If only one is yours, the comparison weights toward your inventory — your unit gets the favorable framing while staying truthful on specs.
Real-time analytics show each unit against regional comps with reprice recommendations, holding cost per day, aging health, and photo coverage. For used units, DealerCRM looks at regional retail prices, sale history, time on lot, your desired profit, recon assumptions, and DMS recon history where available. Recommendations are advisory — you decide whether to act, and book values still matter when your bank requires them.
Yes. OliviaAI extracts the underlying intent (e.g. "2024+ small SUV under $55K") from the conversation. If stock #1234 sells, the 35 other matching units stay surfaced for the customer.
Yes — ask in the OliviaAI chat widget: "what do we have that's 30 feet?" and she answers from current stock. Works for any spec dimension.
Yes — single-click drop-in from the customer thread. 60–70 templates available, or use a branded dealership template. eBrochures embed a chat widget that's also OliviaAI.
Yes. If a customer is reviewing a Ford Bronco brochure and has a question, OliviaAI is right there in the brochure to answer — and every conversation flows back into the CRM.
Yes. OliviaAI will set the appointment on the calendar of whichever rep that channel is assigned to. No second chat tool required.
Yes — every rep has an OliviaAI self-scheduler link. The customer opens it, picks a time against the rep's real availability (schedules, time off, store hours, timezone), and the appointment lands on the rep's calendar and My Day with a text or email confirmation to the customer. Reps drop the link into texts, emails, and eBrochures — no back-and-forth about times.
Yes. The chat handles both sales and service, and is smart enough to detect when a service customer is actually a buying opportunity — something traditional CRMs miss. She infers pre-sales vs post-sale vs pre-delivery vs post-delivery vs service intent from the conversation.
Yes — built into the customer card. Click the button and the customer receives a digital credit app via text or email. Sensitive fields are entered through the controlled DealerCRM flow, not emailed around, and credit apps live in the confidential-documents area. When data is pushed to a DMS, we do not push Social Security or driver's-license numbers unless a compliant integration specifically supports that flow.
Yes. From an email, text, or customer card, send a secure trade-in link and the customer can submit pictures, VIN, mileage, and the details your appraisal process needs. The response lands directly in DealerCRM so the trade data can feed the customer profile, appraisal workflow, and OliviaAI follow-up.
Yes — every form in AutoPencil is dynamic and can be sent for digital signature by text or email, or printed in store.
Yes — record in the app or upload from your phone. Tap the camera icon in the file gallery on mobile, shoot the video, and OliviaAI drafts the email around it. Every video is transcribed and summarized so OliviaAI knows what was said and can reference it later. We support files up to 100GB streamed at the right resolution to the recipient's device.
You choose the trade-off. A tracked video link gives you open and playback metrics. A native in-thread video can feel more like iMessage or TikTok and usually gets more plays, but it cannot report the same detailed watch-time analytics because the customer did not stream through the tracked player.
Yes — FaceTime-style, right in the CRM. The session is recorded, transcribed, and summarized like any phone call, and lives in the customer history.
That's the roadmap — a dealer-website experience where the customer talks to OliviaAI about what they want and the site surfaces it, instead of clicking through endless filters. Our own Dealer Site product launches at the end of this year.
Go deeperThe customer-facing experience
Yes — full AutoPencil with dynamic fields. Change any number and the change cascades through the entire deal. Roll on payment, rate, term, or down by clicking the field. Save multiple pencils per customer; OliviaAI remembers walked deals as opportunities, not lost sales.
Yes — embedded credit runs inside AutoPencil and the customer card: prescreen, customer pre-qualification (even straight from an eBrochure), and full bureau pull, with the report handled under strict, permission-gated security. When you're ready, one click pushes the application into the lender platforms your store already uses. Paired with in-house e-signature — legally binding ESIGN/UETA signing with tamper-evident sealed PDFs — the deal goes from pencil to signed without leaving DealerCRM.
Yes — boat + motor + trailer, RV + toad, two bikes + a trailer. Multi-unit deals work natively on a single buyer's order.
Yes. Split credit can be assigned across multiple salespeople on the same deal, including larger team splits when your store process calls for it.
Yes. Pre-launch we ran 1,200+ deals from 19 dealers through the system penny-on-penny against the DMS. We'll do the same with your historical deals before you go live.
JD Power feeds rates and residuals (1–2 day lag for monthly updates). Captive lender programs are included. Independents like a local credit union can be uploaded by your support contact or by you directly in admin — in seconds.
Yes. Pencil pages are live — five or ten people on the same deal see number changes propagate iMessage-style in real time. Never out of sync.
Yes — OfferMagic ships before mid-June. Send the customer a link, they counter from their phone, you respond, all back-and-forth captured in the timeline. Payment-targeted roll suggestions surface automatically. Digital signature and IP-restriction supported.
Yes — App One is an optional add-on we connect per rooftop. Most marine, RV, powersports and trailer stores already submit credit through it, so DealerCRM sends the deal across rather than making anyone type it twice: applicant, unit, trade-ins and deal structure, from the desk or straight from a customer, then you land on that deal inside App One. Send it again after you re-desk and it updates the same application instead of creating a second one. Decisions come back the other way — each lender's answer, the rate and term, the stipulations the deal is waiting on, and funding status, written onto the customer. Signed documents file themselves against the customer too. Ask us to start the connection; it needs an agreement with App One first.
Where the DMS allows pushback, yes. CDK supports full push/pull. Lightspeed supports customer and vehicle-of-interest push today, but not every final deal field. IDS and some RV DMSes are more restrictive, so we use approved feeds, triggered emails, exports, or other dealer-controlled workflows when direct pushback is not available. The advantage of desking in DealerCRM is OliviaAI sees every offer — including the ones you walked from — so she can follow up smartly even if F&I re-keys the final deal once.
Go deeperAutoPencil and deals
No — we're an OliviaAI-powered CRM, not a DMS. We sell units; your DMS counts the money. Your DMS handles parts inventory, RO management, accounting; DealerCRM owns the customer-facing CRM, telephony, OliviaAI, chat, video, reputation, and reporting. A DMS is on the long-term roadmap but it's a separate product.
Yes — full push/pull integration. CDK pass-through is approximately $500/month on top of the base price.
We pull every closed RO, closed deal, and inventory item from Reynolds today (pull-only). Real-time service status is still hazy on their side. We're in active renegotiation with Reynolds over their push-certification fee — we'd rather get full push enabled. F&I numbers may need to be re-keyed at deal close in Reynolds in the meantime.
Yes, but each DMS has different rules. Motility supports strong pull coverage for sold deals, closed ROs, inventory, and customers, but does not accept final deal pushback. Lightspeed supports full pull plus partial push such as customers and vehicles of interest. IDS is more restrictive, so current implementations lean on website feeds, triggered emails, available exports, and dealer-approved workarounds until direct IDS cooperation improves. Frazer routes through Authenticom at $150/mo pass-through.
Yes — at no integration cost. For dealers who run on QuickBooks rather than a full DMS, there's no additional pass-through fee.
Not today. DealerCRM has its own calendar and internal-event workflow, so most stores can run customer appointments and internal tasks inside the platform. If a Google Calendar sync is critical to your process, flag it during onboarding so we can plan around it.
Yes — the DealerCRM Partner API is a separately subscribed, scoped REST API with webhooks, built for the other vendors a store already uses: call tracking, lead providers, appraisal tools, marketing platforms, analytics, and more. You control the keys — each vendor gets its own named credential with per-area read/write scopes and its own expiration — and nothing touches the core database directly. Public developer documentation lives at dealercrm.com/partner-api. We do not open an unrestricted endpoint where any third-party app can flood the CRM.
Yes — DealerCRM publishes an MCP (Model Context Protocol) server capability so a dealer's own AI assistant can ask reporting questions against real dealership data. It's deliberately conservative: read-only reporting, OAuth-secured, and access exists only through finite, expiring grants that our team provisions for your store — there is no open door. The full guide lives at dealercrm.com/mcp; talk to your rep to get your store provisioned.
Yes. We've already converted dealers off Podium. Replacing Podium and a legacy CRM at once consolidates all communication into one system — a common path.
Yes — we do everything Covideo does and more. Massive uploads (100GB+) stream at the right resolution to the customer's device, recordings get transcribed, OliviaAI summarizes the walkaround in the customer history.
Yes — every call is recorded, transcribed, and OliviaAI-summarized inside the customer card. No need for a separate call-monitoring vendor.
Credit is embedded in the platform: prescreen, customer pre-qualification (including from an eBrochure), and full bureau pull all run inside the deal and the customer card — no separate portal login. When the application is ready, one click pushes it into the lender platforms your store already uses. Reports are handled under strict security controls with permission-gated access.
No. SEO and chat are separate disciplines. Keep your SEO partner driving traffic. We replace the chat widget on your site with OliviaAI — same agent that handles your calls, texts, and emails, so the customer experience is consistent.
Go deeperPartner API documentationConnect your own assistant
Lead closing, leaderboards, response-time metrics, sales-rep performance, lead-source performance, a live BDC Lead Command Center, inventory aging, website analytics, a desk log across all stores, and an RV / Auto Market Intelligence dashboard tracking listings nationwide.
Yes — scroll to "Create New Dashboard," describe what you want to measure in plain English (or upload a spreadsheet, even a napkin sketch), and OliviaAI builds it. Voice input works here too. Pin it to your nav and delete the defaults you don't use.
No. Ask an OliviaAI chat agent — "tell me how Brian did yesterday" or "how many calls did the team make" — and get the answer in seconds instead of clicking through 50 call recordings. She can also email or text you a daily performance digest.
Yes — every page in DealerCRM is live. Leave it on a wall monitor and it updates in real time as calls, texts, and deals happen.
Yes — the RV / Auto Market dashboard shows every listing across major sites nationwide — pricing distributions, year breakdowns, type mix, and per-listing drill-down. Useful for acquisition pricing and trade appraisals.
Raw. If 50 leads came in and you sold 5 units, there's only one interpretation. Reporting is no longer subject to multi-source spin.
Go deeperReporting and intelligence
Our largest customer is 108 stores. Customers can be shared across rooftops with one record but multiple points of contact, or kept siloed per store via permissions — your call. We support both modes in the same tool. Inventory, customers, deals, and reporting roll up across stores or filter to one, per view.
Yes. The points-of-contact section supports multiple reps at multiple stores on the same customer record. Permissions decide who sees the cross-store view vs. a single-store view.
Yes — notifications surface when a customer is in play at another store in the group. You can see what the other store offered on the unit and on the trade so you don't undercut yourselves or compete internally.
Built-in team chat replaces the phone-tag and email loops between GMs, parts managers, and service managers. Each store retains its own process and managers, but data, customer history, and inventory are visible across the group.
Go deeperEvery feature, one page
Yes — go to the Marketing tab and tell OliviaAI in plain English what you want to accomplish (audience, message, cadence). She builds and runs it. Cadenced sequences and re-engagement campaigns are supported, and she also acts instinctively on customer history without being asked.
Yes — drop video assets into the media library and OliviaAI can attach them to broadcast campaigns or one-off conversations. 100GB+ uploads supported, streamed at the recipient's optimal resolution.
Yes — there's an OliviaAI image generator built in. "Put stock number X on a beach in California at golden hour" and she modifies the stock image accordingly. Useful for personalized outbound visuals.
Yes — OliviaAI surveys customers after purchase in plain conversation. Happy customers get routed to Google or Facebook for a public review; unhappy ones get triaged internally. She monitors review platforms and can auto-respond to positives, while queuing draft replies for negatives for your approval.
Yes. Those channels can flow into the same unified inbox and customer history as phone, text, email, web chat, and video, so OliviaAI learns from the conversation instead of leaving social DMs in a separate tool.
No — replace it. Review surveying, routing, monitoring, and response are all native, included in the base rate.
Yes — DealerCRM has deep integration with managed payment processing for deposits and RO payments via secure link. Send the link from the customer record. You can also legally pass processing fees to the customer where state law permits — meaningful on big-ticket RV and cart deposits. Other modern processors can integrate via API.
Yes. Mobile is a first-class surface, not an afterthought. Reps can call, text, email, scan a driver's license, scan or photograph a stock number for a test drive, capture trade-in photos, send video, work My Day, and use OliviaAI from the lot. It is designed with large touch targets and fast drawers because many sales workflows happen with a phone in hand.
Yes — DealerCRM Watch is a native app for both Apple Watch and Wear OS, included with every account. It's built for the ten seconds a rep actually has: see the lead, appointment, or reply that needs them; run a live meeting (who, how long, what's logged); log a test drive or write-up as it happens; mark the deal sold; and talk to OliviaAI — "text Peter I'm running ten minutes late" — with every message shown for approval before it sends. Pairing takes seconds with a code; no password is ever typed on the watch. Meet DealerCRM Watch →
Especially on mobile, yes. The voice button is huge so reps can talk to OliviaAI like Siri. Tap-then-talk for any search, any compose, any dashboard query.
Yes. Calls can run through DealerCRM over the app using store Wi-Fi or cellular data, depending on coverage. The call still records, transcribes, and logs against the customer, and the dealership keeps control of the number and history.
Anything from desktop renders on the app. Dashboards are responsive — tell OliviaAI to stack one for mobile and she does.
Tap the camera icon in the file gallery on your phone, shoot the video, and OliviaAI drafts the email around it. We support files up to 100GB delivered in milliseconds through our CDN (1,000 points of presence).
Go deeperThe mobile appsDealerCRM Watch
We maintain documented security controls, tenant isolation, encryption, exportable audit history, DLP, monitoring, independent recovery copies, and incident-response procedures. We describe the controls and evidence we can substantiate rather than claiming a certification or audit report that is not available.
OliviaAI auto-detects PII on upload or in inbound messages and routes it into an encrypted, permission-gated Confidential Files section on the customer card. Salespeople see only a fuzzy preview; full files require the right role. PII never stays in the visible thread — the law requires segregation and we handle it automatically.
Not as a built-in feature today. DealerCRM securely captures and stores IDs, credit apps, W-2s, pay stubs, and similar documents, but full know-your-customer identity verification is a separate workflow and not included yet.
No. Your customer PII never trains a public LLM. We run private models trained on automotive / RV / powersports content. Your data stays inside your tenant — gated internally.
No. Your customer records, conversations, credit files, and dealer-specific activity stay in your controlled tenant. DealerCRM does use broad market and listing intelligence to power comps, pricing, and inventory context, but one dealer's private customer data is not mixed into another dealer's customer record or report.
Yes — when a rep pastes customer data into a public chatbot, they may be training a public model with that data, which is a compliance hazard. OliviaAI is a private model and your customer data stays inside your tenant.
95+ distinct permissions, group-based with individual overrides. A typical salesperson sees My Day, Search, Add Customer, and Inventory; managers see everything; F&I sees confidential docs. Every part of OliviaAI — demeanor, tone settings, restricted topics, data surfaces — is permissioned.
Our COO is an attorney whose previous role at Dealer Specialties was the FCC compliance lead. OliviaAI honors opt-outs automatically, follows FCC time-of-day rules on calls, and stays within FTC bounds for the auto industry.
Yes. OliviaAI can analyze conversations for red-flag compliance and risk signals on both sides: a customer who appears to be playing the store, or internal language that suggests improper treatment, pricing, or process. Those alerts are management signals, not a replacement for your legal or compliance program.
Yes — the standard "this call may be recorded" whisper plays at call start; we adapt to state and provincial requirements.
No single physical server cluster. Calculations run locally in the browser; media is served from a CDN with 1,000 points of presence. There's no bank of machines that can take you offline for two weeks.
Go deeperSecurity and trustPrivacy policy
Yes — all tech support and training is included at no extra charge. The only add-on cost is travel expenses if you want trainers on-site. Support is available by chat anytime, by phone during business hours, and 24/7 if you're down.
Mike Schantz heads our customer success team — 20 years in retail automotive. You'll get a dedicated support rep, plus a Performance Manager (our RV/powersports performance lead has 17 years in the space) who actively benchmarks you against anonymized similar dealers and coaches you on improvement.
Tell us — we'll likely build it. We ship new features every other day. Anything you ask for that we add becomes part of the product. We don't commit ship dates on the spot, but good ideas just appear.
Before end of this month — virtual deal negotiation over text/email/link, customer counters from their phone, full ping-pong captured in the customer timeline. Payment-targeted roll suggestions surface automatically.
End of this year — for dealers stuck on poor website vendors, we'll have a first-party option built natively into the CRM, with OliviaAI as the conversational interface.
Auto, RV, marine, powersports, and golf carts are live. Tractors and heavy equipment are in flight. The platform adapts terminology ("vehicle" vs. "unit") and form fields based on dealership type.
Legacy CRMs rely on arbitrary rules and salespeople dutifully working a giant to-do list, which never happens. DealerCRM uses OliviaAI to evaluate every customer journey independently and only surface actions that actually matter — so the to-do list is short, relevant, and gets worked. Plus: branded outbound calling (no spam flagging), automatic capture (no manual logging), and OliviaAI as the consistent agent across phone, text, email, web chat, and video.
One large multi-rooftop group (100+ stores) has reported up to a 20% lift attributed to DealerCRM in some deployments. We're happy to connect prospective customers with reference dealers who can speak to their numbers directly.
Absolutely. We provide a live demo line and a chat link prospects can hammer with real questions before committing — feedback gets fed back into nightly review.
Go deeperContact supportService status
Talk to OliviaAI right here — she answers out loud, walks you to the page that covers it, and can set up a walkthrough with a salesperson.