Built for what's next
Every conversation.
Meet DealerCRM · powered by OliviaAIThe full product tour — every page, every channel.Fifteen minutes. Fourteen chapters. Sound on.
Every conversation.
Every customer.
Every deal.
DealerCRM with OliviaAI is one platform — voice, text, email, video, Facebook Messenger, Instagram Direct, WhatsApp, inventory, deals, follow-ups, intelligence — all working together so your team never misses a moment.
Meet DealerCRM · powered by OliviaAIThe full product tour — every page, every channel.Fifteen minutes. Fourteen chapters. Sound on.
75K+Catalog unitsAuto, RV, marine, powersports, OPE — every model, every year, every spec.
5.9MLive listings trackedEvery active listing on the internet, lifecycle-tracked. Your trade math is fair because we know the market.
24/7OliviaAI never sleepsInbound texts answered in seconds. After-hours leads captured before morning.
5VerticalsAuto, RV, marine, powersports, outdoor power — one platform, every kind of dealership.
One platform
Everything connected.
Twelve capability surfaces. Hundreds of features. All working together — because they're not separate apps stitched with integrations. They're one product, built with one stack, deployed on one cloud.
01· Voice & Telephony
Every call. Heard. Remembered. Followed up.
Calls don't just connect — they get recorded, transcribed, summarized, and woven into every customer's living relationship history. Including the calls OliviaAI makes herself.
- One phone, every deviceThe same dealership phone handles inbound and outbound calls on desktop and in the native apps. Hold, keypad, transfer, configurable destinations, recording, transcript, and notes stay with the call.One complete call surface
- Every call transcribedOliviaAI transcribes every recorded call automatically. Search "leather seats" and find the conversation from three weeks ago.Institutional memory
- Relationship summaries that stay currentAfter every call, OliviaAI rewrites the customer's relationship summary so the next rep walks in already briefed.No rep onboarding
- OliviaAI makes the callsAutonomous outbound voice — OliviaAI dials customers, conducts the conversation, books the appointment, hands the recording to your rep with a written summary.24/7 follow-up
- Call Goals + relationship briefBefore the conversation drifts, open the live context drawer for OliviaAI's reason for calling, practical talking points, and the customer's current relationship summary — without hiding the phone.Context during the call
- Rep call notes, author-onlyReps add private notes to a call. Only the author can edit; everyone else sees them read-only. Trust meets transparency.Accountability
- DealerIdentify branded callingOutbound calls display your dealership's verified name — not "Unknown Caller" — so more customers answer. Every DealerCRM number is enrolled automatically.Calls that get answered
- No voicemail. Ever.A missed, declined, or after-hours call is answered by OliviaAI on the rep's behalf — a real conversation, summarized and logged, with the next step queued. The customer always talks to someone.Zero dead-ends
- Call Quality dashboardEvery call carries a quality verdict — audio, connection, device — with plain-English root-cause attribution and branded-calling performance from your own data.No mystery bad calls
02· SMS, MMS & RCS
Texts that answer themselves.
Two-way SMS, MMS, and branded RCS — full media inline, OliviaAI-drafted replies, TCPA-compliant from the first character. The customer texts. OliviaAI replies. Your rep wakes up to a confirmed appointment.
- Real two-way SMS + MMSSend pictures, receive pictures, render them inline. Not a one-way blast tool — a real conversation surface.MMS attachments
- OliviaAI-drafted repliesThree modes per rep: manual, semi-auto (review-then-send), or autonomous. The rep stays in the loop only as much as they want.Response speed
- TCPA consent audit trailEvery grant and revoke logged with IP, store, timestamp, and source. Compliance is built in, not bolted on.Zero TCPA risk
- OliviaAI opt-out detectionCustomer types "please stop texting me"? OliviaAI catches the intent even without the keyword and revokes consent automatically.Respect at scale
- Per-rep send hoursEach rep configures when their automated replies are allowed to send. Outside hours? OliviaAI waits — no queue, no backlog drama.Respects everyone
- Auto-supersede on activityCustomer calls back before the queued reply sends? The draft cancels itself. No double-touch, no dueling messages.No embarrassment
- Branded RCS messagingYour dealership's name and logo on the customer's native messaging thread, with verified-sender trust — on iPhone and Android. SMS fallback is automatic when a handset doesn't support RCS. See it on your own phoneMessages customers trust
- Rich vehicle cardsSend a unit as a designed card with tappable actions — book a test drive, apply for credit, get directions — straight from the customer thread, on desktop or mobile.Showroom in the thread
- Appointment passes + receiptsAppointment confirmations arrive as designed passes with one-tap Confirm & Add to Calendar. Threads show delivery and read receipts, typing indicators, and customer reactions.Confirmations that happen
03· Email
Inbox to outbox. Closed loop.
Every inbound email lands in the customer's timeline next to every text and every call. Every outbound email goes through identity-stamped links so a click on Tuesday and a return visit in March are still the same person.
- Unified inbox — email, text, and callsInbound emails route to the right rep, surface in My Day, fire real-time toasts, and sit in the customer's timeline next to texts. Phone calls are first-class too — the recording, OliviaAI summary, and transcript live right in the inbox, with one-tap add-customer, assign-rep, and schedule-follow-up.One place, every channel
- OliviaAI compose with tone controlDrafts in your dealership's voice. Tone slider for warm / professional / direct. Length control. Sends from the rep's identity, not a generic alias.Personal at scale
- Identity-stamped outbound linksEvery URL we send carries a signed identity token. The customer clicks, lands on the eBrochure, comes back three months later — they're still recognized.Attribution that survives
- CAN-SPAM audit trailEvery unsubscribe event logged with source, channel, and the message that triggered it. Immutable, queryable, defensible.Compliance proof
- Smart attachmentsSpec sheets, eBrochures, deal terms — every attachment goes through the CDN with a tracked link, so you know which customer opened what.Open-rate signal
- Per-dealer sending domainSPF, DKIM, DMARC handled. Your rep's email comes from your dealership domain — not a third-party mail house.Deliverability
Keep your Outlook or Gmail.
Connect the mail your team already uses. Customer conversations flow into the CRM on their own; internal, vendor, and personal mail is never stored. Replies from DealerCRM send through the rep's real mailbox — real address, real Sent folder.
The CRM fills itself in
04· Video
Face-to-face from anywhere.
Live video calls right inside the customer card. Async video shares with watch-through analytics. The walkaround that closes the deal — without a road trip.
- Live video chatWebRTC video right from the customer profile. No Zoom link, no Teams invite — just a tap, and you're showing the unit live.Closes long-distance
- Async video sharesRecord a 90-second walkaround, send the link via text or email. Customer watches at 11pm. You see the watch-through report in the morning.24/7 selling
- Watch-through analyticsDid they watch the whole thing? Skip ahead? Replay the engine bay? Every signal tells the rep what to ask next.Know what they care about
06· OliviaAI
The salesperson who never sleeps.
OliviaAI is not a chatbot. She's a co-worker — voice, text, email, and chat — present in every channel, briefed on every customer, capable of booking appointments, capturing leads, and answering inventory questions in seconds.
- Autonomous outbound voiceReal-time conversational voice with barge-in. She handles call screening, voicemail, and live conversation. Books, reschedules, transfers to human when needed.24/7 outbound
- eBrochure chat widgetOn every public vehicle page. Knows the inventory, captures the lead, schedules the appointment, sends the spec sheet — without a rep online.Captures night shoppers
- Tool callingCapture lead, schedule appointment, get vehicle details, send eBrochure, search inventory, transfer to human — every action is structured, auditable, and logged.She takes action
- Living relationship summariesRegenerated after every comm event. Never stale. Walks the next rep into the conversation already knowing the customer.Zero ramp-up
- Next Contact EngineSchedules per-customer, per-POC follow-ups with cadence discipline. Lease window opens? Equity crosses $1,000? She knows, and she puts it on the rep's day.Pipeline that fills itself
- Wishlist parsingRep types "red SUV under $40k with 3rd row" — OliviaAI parses it into criteria, then watches inventory and surfaces matches the moment they arrive.Anticipates the customer
- OliviaPad on every pageA floating assistant available everywhere in the CRM. Ask her anything — "show me Sarah Chen's last call" — and she does it.Zero-click recall
- Inbound text auto-draftsA customer texts. Three modes: rep-reviews-then-sends, OliviaAI sends after a TTL the rep sets, or fully autonomous. The rep stays in control of the level of control.Sub-minute response
- Live spec lookup mid-callShe doesn't bluff. Doesn't know a towing capacity? She acknowledges it, looks it up while you talk, and weaves the answer in seconds later.Honest at every turn
- Understands the photos & videos they sendA trade-in photo, a window-sticker snapshot, a walkaround video, a damage close-up — over text, email, or chat. OliviaAI reads the image, transcribes the video, identifies the vehicle and condition, and folds it into the relationship summary. The attachment becomes data, not a dead-end.Media that becomes intelligence
07· Customer Surface
One profile. Everyone in sync.
The customer card is the heart of the platform — every conversation, vehicle, deal, service visit, and team relationship, plus a calm Customer Snapshot that tells a rep what matters before they open the record.
- Unified timelineEvery call, text, email, video, deal, note, and OliviaAI summary in one stream — chronologically, channel-coded, searchable.Institutional truth
- Multi-rep real-time editingSales rep updates the trade. BDC adds a note. Manager reassigns the POC. Everyone sees it instantly with optimistic concurrency — no lost work.No double-data-entry
- Points of Contact (POCs)Multiple POCs per customer, per department, per store. Sales POC at one store, service POC at another, BDC group across the dealer group — soft-versioned forever.Multi-store reality
- Vehicles of Interest + wishlistSpecific units they care about, plus a freeform wishlist that OliviaAI parses into criteria and watches inventory against.Zero "we'll let you know"
- Equity + lease lifecycle awarenessKnows when a lease enters the cross-shop window. Knows when equity flips positive. Knows when not to bother the customer yet.Timing over messaging
- Real-time, every tabSub-200ms event push. Every tab on every device stays in sync — call lands, bubble appears; appointment changes, calendar updates; new lead, kanban refreshes.Always-now data
- Customer SnapshotA quiet strip shows stage, store, owner history, service loyalty, recency, active deal, fresh credit, risk flags, and OliviaAI's next likely motion. It appears consistently on the profile and dense customer lists.The opening brief at a glance
- Service history that reads clearlyRepair orders from supported DMS providers resolve into one consistent history with the vehicle, operations, customer-pay totals, issue summaries, and full detail on web and mobile.Sales and service share the story
- The Tower — live floor commandThe floor log writes itself: visits create and advance from appointment arrivals, license scans, meetings, and deal activity. Up rotation with an Up Station tablet, TO dispatch to managers, and TV boards for the showroom — auto, RV, powersports, and marine.No clipboard, no missed ups
The service drive becomes the moat.
Tiers with real benefits and budget caps, automatic earning from every closed repair order and delivered deal, member standing on the profile at write-up, and an honest two-step redemption that restores the benefit if the discount never lands. OliviaAI welcomes members and marks tier changes — on consented channels only.
The full story
08· Customer-Facing
The customer's experience, mastered.
eBrochures customers actually like. Visitor tracking that survives Safari and Chrome third-party-cookie deprecation. Identity that follows them across email links, return visits, and form submissions on different devices.
- eBrochures, 70+ templatesMobile-first, premium-feel vehicle pages with embedded chat, scheduling, trade-in, and credit app — all at one URL the rep sends in a text.The perfect handoff
- Cookie-free visitor trackinglocalStorage-based, ITP-proof, ready for Chrome's third-party-cookie deprecation. Tracks page views, scroll depth, click heatmap data, chat funnel — without third-party cookies.Future-proof analytics
- Identity bridgeSigned tokens stitch the customer's identity across the eBrochure to dealer-website jump. Wiped browser? They're re-identified by email/phone match-back.Attribution that survives
- Form match-backCustomer fills a form three months later from a new device. Email/phone hits the customer mirror; past anonymous events backfill onto their record.The long-cycle reveal
- Dealer-website tracking tagSame engine on the dealer's own domain. Async, idle-deferred, about 3KB gzipped. Captures every visit, ties to the same identity.One identity, every page
- OliviaAI on every eBrochureThe chat widget knows every spec, every photo, every payment scenario. Captures the lead, books the test drive, transfers to your rep when needed.24/7 closer
09· Sales Workflow
DealPassport · reverse digital retailingDeals priced right. Trades fair. Pipeline routed.
DealPassport Opportunity Flow is the automatic reverse-digital-retailing engine; DealRoom is the protected bidirectional remote-desking workspace. At certified, data-ready rooftops, the current exact-linked slice can open and send automatically only when every live gate passes. Other rooftops and actions remain Shadow, an optional Draft, or a Not-sent Exception.
DealPassport Opportunity Flow
Set store rules once. Automatic keeps supported opportunities moving without routine release. DealRoom carries versioned price, out-the-door, payment, down, term, and trade exchanges in both directions, plus protected full-credit-application and customer trade-detail/photo handoffs. Deposits, confidential documents, and new dealer-vehicle photos remain person-led.
Explore Opportunity Flow and DealRoom
Multi-collateral deals
Two machines and a trailer on one contract.
Every unit sits on a single obligation, each taxed for its own class and titled separately, with the down payment and trade allowance split across units on the customer's paperwork — and one payment at the end. The powersports, RV and marine deal, on screen. Tap to enlarge.
- AutoPencil 2 deal structuringA focused workspace for finance, lease, cash, balloon, and one-pay. Buy/sell spread, residuals, incentives, cash out-the-door rolls, and 50-state tax and registration math update as you work.Numbers always right
- Lender programs + payment grids212+ lender programs. Real buy rates, real residuals, real incentives. Captive vs non-captive. Programs apply to columns; rates editable; manual edits clear the program with a warning.Transparent F&I
- App One, both waysMarine, RV, powersports and trailer stores submit through App One. Send the deal once — applicant, unit, trades, structure — and land on it inside App One. Re-desk and it updates in place, never a duplicate. Decisions, rates, stipulations and funding status come back onto the customer.Optional add-on · no double entry
- Credit inside the dealRun a prescreen or full pull in AutoPencil, keep access permission-gated, and carry the result with the customer instead of switching tools or re-keying sensitive details.Credit in context
- Trade valuation, our own corpusBuilt on 5.9M live marketplace listings, lifecycle-tracked. Median, p25/p75, days-on-market, region-weighted, with a confidence score and a comp grid the dealer can audit.Zero black-box pricing
- BDC Lead Command CenterSix-lane kanban — Now / New / Working / Appointment / No-Show / Be-Back. Auto-routes leads. SLA timers. Drag-and-drop stage changes. Real-time presence so your team sees who's looking at what.Zero lead lost
- AutoForm, universalOne template engine. Dealers configure visibility per line item per deal type. Legally mandated disclosures can't be disabled — auditable, compliant, repeatable.No DMS lock-in
- In-house e-signatureLegally binding ESIGN/UETA signing with tamper-evident sealed PDFs and per-signer engagement tracking. Send by email, text, or RCS — no per-envelope fees, no signature vendor.Pencil to signed, one system
- Multi-unit dealsBoat + motor + trailer. RV + toad. Two bikes and a trailer. Several units on one deal with per-unit taxes, down-payment and trade allocation, and payment rolls that target any unit.How recreation deals really close
- Find Similar InventoryVertical-aware scoring (auto / RV / marine / powersports / OPE). Body type, fuel type, length, sleeps, price tier — surfaces the closest matches at the same dealership.Save the deal
- Vehicle Comparison BuilderAssemble a side-by-side of 2–5 units — your inventory or any catalog vehicle — with a clean spec table and an OliviaAI-written recommendation. Build it on the comparison page, from the customer card, or just ask OliviaAI. Deliver it by email, text, link, or PDF.One-click customer comparisons
- Customer pre-qualificationThe eBrochure can invite a customer into a dealership-configured, consented pre-qualification flow. The submission creates or links the lead and returns the result to the team.Less friction before the visit
10· Inventory & Catalog
Every unit. Every spec. Every photo.
We built our own catalog. Auto, RV, marine, powersports, outdoor power equipment — millions of trims, every year from 1981 forward, with vision-classified images and marketplace-priced market values.
- Five verticals, one platformAuto, RV, marine, powersports, outdoor power equipment. Multi-vertical dealer? Your team doesn't switch tools.One tool, every vertical
- Independent catalog databases75K+ catalog units. Built from OEM sites, aggregator scrapes, and spec extraction — not licensed from a vendor. Every year from 1981. Updated weekly.Zero licensing fees
- VIN decode + fuzzy YMMT matchEvery dealer inventory unit gets matched to our catalog. VIN squish first, fuzzy year/make/model/trim fallback — auto, RV, marine, powersports.Enriched specs free
- Stock-image fallback (with disclosure)Dealer hasn't uploaded photos yet? We show a manufacturer photo only when the exact model is verified. Otherwise, the unit stays photo-free until a matching image arrives.No empty cards
- Vision-classified imagesOliviaAI classifies every catalog image — angle, watermark detection, dealer-branding detection, primary score. Bad photos auto-blocklisted; best photo bubbles to slot one.Always a great hero shot
- OEM window stickers by VINThe real factory Monroney label — original MSRP, factory-installed equipment, fuel economy, warranty — pulled by VIN straight from the manufacturer. Not reconstructed from specs: the actual sticker for that exact unit. One tap to email or text it to a customer, or OliviaAI sends it on request.Authoritative, no subscription
- Marketplace listing tracker5.9M active listings, lifecycle-tracked. We see when something sells (lifecycle-detected by absence). That's how the trade valuation can be honest.Ground-truth market data
11· Intelligence & Insight
Ask a question. Get a dashboard.
The numbers your team needs, the moment they ask — built by OliviaAI, priced against the live market, and live the instant a customer engages. No analyst queue. No BI sprint. No black box.
- OliviaAI Dashboard StudioTell OliviaAI what you want to see — "monthly close rate by salesperson, last 12 months" — and she queries your real data, picks the chart, builds the widget, and saves the dashboard. A two-pane builder where OliviaAI does the work and you watch it happen, live. No SQL, no IT ticket.Dashboards on demand
- Market IntelligenceWhere every unit sits against the live market — comparable listings, price position, days-to-turn, aging risk. Built on our own corpus of millions of tracked listings, so you see real comps, not a vendor's opinion. Auto and RV, refreshed continuously.Price like you can see the market
- Live engagement signalsWhen a known customer is on your site or opening your eBrochure right now, the rep gets an ambient toast anywhere in the CRM — and the customer card shows an engagement heatmap. Catch the hot one while their hand is still on the mouse.Strike while they're warm
- Drill into any numberEvery KPI on every dashboard is a door. Click it and you get the actual customer cards behind the figure — already triaged, ready to text, email, tag, or assign as a campaign.A number you can act on
- Response-time leaderboardsLead-to-first-touch measured to the second, by rep and by store. The metric that actually predicts close rate — surfaced, ranked, and drillable.Speed you can manage
- Ask the database in English"How many deals did Sarah close in May with a trade?" OliviaAI turns the sentence into a safe, governed query against your CRM and hands back the answer with the rows behind it.Self-serve answers
- MCP server for AI assistantsBring your own AI assistant to your reporting. DealerCRM's published MCP capability gives it read-only reporting access — OAuth-secured, with finite, expiring grants provisioned per store. The full guide is at dealercrm.com/mcp.Your AI assistant, your data, safely
- Partner API for your other vendorsCall tracking, lead providers, appraisal tools, marketing platforms — the vendors your store already pays for can push leads and activities in and pull data out through a scoped REST API with webhooks and dealer-controlled keys. Never direct database access. Developer docs at dealercrm.com/partner-api.Your stack, on your terms
- The manual is inside the product15 categories, about 90 topics, each with an OliviaAI video walkthrough, real screenshots, a click-through practice run, and a link into the live screen. New capability ships with its lesson the same day — so a new hire trains themselves instead of waiting on a trainer.Onboarding that keeps working
12· Mobile Apps · App Store & Google Play
The whole dealership. In your pocket.
The most modern mobile app in dealer software — OliviaAI-driven, voice-first, and truly native. An iOS and Android app with OliviaAI built into every screen, not a shrunk-down website. Your reps sell from the lot, from the car, from anywhere: scan a plate, place a recorded call, log a walk-in, snap a trade, and answer a customer, all from the phone in their hand.
Available today — download voAIce DealerCRM on the App Store or Google Play. Included with every DealerCRM account.
- Native iOS & AndroidReal native screens with native speed, biometric sign-in, push notifications, and offline cache. The full customer profile, inbox, and My Day — in your pocket, not in a browser tab.Sell from anywhere
- Camera that does the data entryScan a driver's license, a VIN, or a plate — the customer or unit resolves in seconds. Snap walkaround and condition photos straight onto the record. No typing on a phone keyboard.The lot becomes the desk
- The full dealership phoneAnswer inbound or place outbound calls on the dealership line, then use hold, keypad, and transfer from the native call screen. Recording, transcript, Call Goals, and the relationship brief stay attached.Every call captured with context
- OliviaAI, on the phoneTap the mic and talk to OliviaAI hands-free between deliveries — "what's my next contact," "text the Smith family I'm running ten minutes late," "pull up the loaded Highlander." She does it, on the same brain as the desktop.Voice-first selling
- Push that means businessLead assigned, customer replied, appointment due, hot engagement — the right rep gets the right push with one-tap actions, respecting quiet hours and per-category preferences.Never miss the moment
- Same data, every deviceWhatever a rep does on the phone is live on the desktop a fraction of a second later, and the reverse. One CRM, one customer record — the device is just the window.Zero sync friction
DealerCRM Watch
The CRM on the rep's wrist. Run the live meeting, log the test drive, mark it sold, and answer the lead with OliviaAI voice — without ever holding a phone. Native on both platforms, paired in seconds, every message approved before it sends.
Meet DealerCRM Watch
13· Operations & Trust
The iceberg under the magic.
Multi-tenant isolation. Audit trail for every mutation. Sub-second cold starts. 60+ scheduled jobs that maintain themselves. An autonomous failure investigator that proposes patches when something breaks. This is the part you don't see — and the reason everything you do see is fast.
- Multi-tenant isolationEvery database query is subdomain-scoped. A request from one dealer can never read or write another dealer's data — enforced at the query layer, not the app layer.Zero data leak risk
- Audit trail, every mutationEvery create, update, delete logged with employee, IP, timestamp, before/after. Searchable, exportable, defensible.Compliance proof
- Lambda warmingHot endpoints stay sub-second. A 4-minute warmup cron keeps the most-trafficked surfaces from ever cold-starting on a real user.Always fast
- 60+ scheduled jobsCatalog enrichment, valuation refresh, marketplace scraping, reconciliation, summary regeneration — all on a fleet of crons that run themselves and email a daily digest.Self-maintaining
- Autonomous failure investigatorWhen a job fails repeatedly, an AI agent root-causes it, proposes a patch, runs CI, and merges if it passes a tight allowlist. Verifies the fix on the next run. Reverts if it didn't work.Self-healing platform
- Self-repair within 30 minutesMissing env var? Stuck job? Memory pressure? A repair cron detects, fixes, logs, and verifies — usually before you'd notice.24/7 operations
- 10-layer browse-data gatePublic catalog data is protected by HMAC-signed tokens, IP-binding, per-token use caps, rate limits, telemetry, and an auto-block tripwire — without making the catalog feel slow to a real visitor.Scraper-resistant catalog
- One daily summary, total signalNo per-cron emails. No SMS spam. One email at 7 AM with everything — what ran, what failed, what fixed itself, what needs eyes.Zero alert fatigue
DealerCRM, with OliviaAI.
Technology so advanced, it's simple.
Every DM. Same inbox. Same customer.
Customers don't think in channels. They message you on Facebook Messenger Tuesday, slide into Instagram DMs Wednesday, ask a question on WhatsApp Friday — and expect you to know what they said. We make that effortless.