Capture every lead — and where it came from
Leads flow in from your website, the shopper AI, the phone, walk-ins, and marketplaces, each tagged with its source so you can see what actually drives sales.
- Eight-stage lead pipeline from new to won/lost
- Nine sources tracked — including website, AI chat, and marketplace
- Assignment + reassignment with role-based permissions
- Convert a lead to a customer in a click (deduped by email)
Move deals from first touch to delivered
A clean deal pipeline carries everything the close needs — co-buyers, the trade-in, finance terms, and the compliance steps — so nothing gets re-keyed or forgotten.
- Pipeline: draft → pending → sold (with cancel/unwind paths)
- Co-buyers, trade-in snapshot, and finance terms on the deal
- Odometer disclosure + Red Flags ID checklist
- Insurance verification captured at delivery
Tasks, conversations, and the full picture
Keep every follow-up on a board, log every conversation, and see a customer’s entire history at a glance — then let the AI tee up the next action for you to approve.
- Task board (to-do / in-progress / blocked / done) with priorities + categories
- Tasks linked to a customer, lead, deal, or vehicle
- Log calls, emails, and messages with follow-up dates
- Customer 360 + lead-funnel and source reporting
Automotive CRM FAQ
Common questions about the dealer CRM — leads, deals, and follow-up on AutoDealer.io.
Is this an automotive CRM, or a generic CRM?
It is a purpose-built automotive CRM. A generic CRM tracks contacts and deals abstractly; AutoDealer.io models how a car dealership actually works — vehicles, trade-ins, deal structure, title work, and dealer-specific lead sources — so it fits the lot out of the box. It is CRM software for the automotive industry, built into the platform rather than bolted on.
Does it track where my leads come from?
Yes. Every lead is captured with its source — walk-in, website, referral, phone, email, AI chat, marketplace, auction, or other — and source breakdown reporting shows what’s actually driving sales.
How does the deal pipeline work?
Deals move through a clear pipeline — draft → pending → sold (with cancelled/unwound paths) — and carry co-buyers, a trade-in snapshot, finance terms, odometer disclosure, Red Flags ID checks, and insurance verification at delivery.
Can I see a customer’s full history?
Yes. A customer 360 view shows their contact details, deal history, leads, open tasks, and any active in-house (BHPH) loans in one place.
How do follow-ups and tasks work?
A task board with To-do / In-progress / Blocked / Done columns, priorities, and categories keeps work moving. Tasks can link to a customer, lead, deal, or vehicle, and every call, email, or message can be logged with a follow-up date.
Does the AI assistant help with the CRM?
Yes. The staff assistant can create a lead, assign it, move it through the pipeline, and convert it to a customer from chat — and every action is one you approve.
Explore the platform
Dealer management software
All-in-one DMS for independent used-car dealers
Learn moreDealer website builder
Hosted, SEO-ready dealer websites with your inventory
Learn moreAI dealer assistants
Shopper + staff AI with propose-approve-execute control
Learn moreDealer inventory software
VIN auto-decode, photos, costs, AI listings + syndication
Learn moreBuy here pay here software
In-house loan servicing for BHPH dealers
Learn moreF&I & desking software
Desk deals to OTD, F&I products, e-sign + auto-filled forms
Learn moreDealer compliance software
OFAC screening, Red Flags ID checks, FTC notices & audit log on every deal
Learn moreDMV & title software
Title work auto-starts on sale, ages against its SLA, forms auto-filled
Learn moreFloor plan management software
Lines & lenders, curtailment due dates, payoffs & floor-plan aging
Learn moreDealership reporting software
Gross, turn, lead funnel, title SLA + QuickBooks journal CSV export
Learn moreData security
Per-dealer DB isolation, encrypted PII, MFA, roles & a full audit log
Learn moreStop letting leads go cold
Start your free trial — lead capture, the deal pipeline, and AI follow-up are included. No setup fees, cancel anytime.