CRM and lead management
The DealersCloud CRM is the lead and customer module of an all-in-one dealer management platform for independent car dealers. Leads from your website, the marketplaces, the phone and the lot land in one queue, every email and text stays on the customer record, and follow-ups and tasks keep each lead moving from first contact to sale. It shares one record with your inventory, deals and books.
What it does
Independent stores often collect leads in several places at once: a marketplace inbox, a website form, a voicemail, a note by the front desk. A dealer CRM earns its place by putting them in one queue, keeping the conversation with each customer, and making sure somebody owns the next step.
Leads from your website, the marketplaces, the phone and the lot land in the same queue instead of four separate inboxes. Marketplace leads from your inventory feeds come back into the CRM rather than a second inbox, and every lead your DealersCloud website captures lands in the same place.
Conversations are kept on the customer record, so the history of a lead stays with the customer rather than in one salesperson’s inbox.
Each lead is tracked from first contact to sale, with automated follow-ups and tasks.
Round robin assignment works from the assignment groups you set up, and a timer moves a lead nobody has touched on to the next person. The groups, the timer and the assignment log sit together on one page, and the CRM shows how many leads were assigned automatically today.
The same shopper often arrives twice - a marketplace inquiry and a website form, say. Merge leads by hand, or switch on auto-merge and the CRM combines obvious duplicates that share a phone number and an email address. Any merge can be undone from the merge history.
Each kind of alert - a new lead, a customer reply, a conversation that needs a person - can go to the bell, to email or to text, and a manager can set it up for each person on the team. A recent-activity view shows whether each email or text alert was actually delivered.
Mobile app access is included on every plan, and the DealersCloud app is on the Apple App Store and Google Play. From any lead you can assign it to a teammate, and calls made from the app appear on the lead’s timeline.
In the product
An illustration of the CRM queue, with demo data: four leads from four sources - a marketplace, website chat, a walk-in and a phone call - each showing its last touch, above the follow-ups due today.
How it works in a store
A shopper finds a truck on a marketplace at nine on a Friday night and sends an inquiry. It lands in the CRM queue beside the website form that came in earlier that evening and the walk-in a salesperson logged that afternoon. Round robin gives it to the next person in the group, and they get the alert the way their alerts are set up: the bell, email or text.
DealersAI is the AI module of DealersCloud: it answers every lead instantly by text, email and web chat, 24/7, answers the phone when staff can’t, and runs inside DealersCloud or alongside a dealer’s existing DMS. In a store that runs it, the shopper gets an answer from live inventory, and the lead reaches your team with the whole conversation attached. On leads your team is already working, it reads the team’s recent notes so its replies line up, and it stays quiet on a duplicate lead from someone a salesperson is already talking to. An optional setting holds the AI back when a customer replies on a lead a salesperson is working, so the salesperson can answer first; the AI covers the reply only if nobody does.
On Saturday morning the salesperson calls the shopper from the app, and the call appears on the lead’s timeline - or they assign the lead to a teammate who is on the lot. If the same shopper also sent a website form with the same phone number and email address, auto-merge folds the two leads into one, if you have switched it on.
When the shopper buys, nobody types them into a second system: the deal is desked on the same customer record and posts to the same books, and DealersAI stands down.
The rest of the platform
The CRM is one module of one platform. Inventory, desking and F&I, accounting and reporting, your dealer website and DealersAI all work from the same data, so a lead is never re-entered on its way to becoming a sale.
The CRM and inventory work from the same data: one record per vehicle carries its VIN decode, photos and price.
Your DealersCloud website runs on the same live inventory, and every lead it captures lands in the CRM.
Payments, trades, credit applications and F&I products on one worksheet, for the customer already on the record.
Instant replies by text, email and web chat, 24/7, from live inventory, with the conversation handed to your team.
DealersAI runs alongside whatever DMS a dealership uses today. No migration, and nothing to install.
Included, and what is premium
Everything in the included list below comes standard on every plan, with no per-seat licenses. Core AI productivity tools are included with DealersCloud; advanced DealersAI automation, voice, appraisal and business intelligence are premium modules, priced by dealership size and AI usage.
Full CRM and lead management
The module this page describes.
Unlimited users
No per-seat licenses, so adding a salesperson or a BDC rep does not change what you pay.
Mobile app access
The DealersCloud app, with the CRM on your phone.
Data migration assistance
Your existing leads and customer records are transferred and checked.
CRM re-engagement
Revive dead leads with AI-personalized outreach.
AI chatbot assistant
A contextual AI assistant for your team.
Dedicated support team
One team to call for setup, training, migration and support.
AI Auto-Response
Respond to leads instantly, 24/7.
AI Web Chat
Your AI employee on your own website, turning shoppers into leads.
AI Voice Employee
Answers the phone when staff can’t. Callers always reach a person or leave a message.
Response Management
Smart routing that hands conversations to the right person.
Questions
Glossary
Guides
A specialist will walk you through the CRM and the rest of the platform on your own inventory.
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