The full map
A complete CRM, with an AI on top.
Two halves, one login. Everything below ships in the platform today — nothing here is a roadmap item.
Half 1 — the system of record
The complete CRM.
Every module a dealer runs the store on: lead intake and distribution, unified calls, texts and email, comp-backed appraisals, live inventory, deals and delivery.
Leads & CRM
- Lead intake from any sourceWebsite, marketplaces, trade-in links, phone, one pipeline.
- Fair lead distributionRound-robin, weighted or shotgun, and reps who are off get skipped.
- Missed-call lead creationUnknown inbound callers become contacts with a call-back task.
- CSV / Excel import with dedupeBring your whole database over, duplicates merged.
- Contact timelineEvery text, call, email, note and appointment in one history.
- Tags, campaigns & saved viewsSlice the database your way and automate off any tag.
Calls, texts & email
- One thread per customerSMS, email and calls together, searchable across the store.
- Real local numbersTwo-way texting per rep, plus the AI team member's own line.
- Browser calling + Power DialA softphone with bridged calls, transfer, whisper and a queue that auto-advances.
- Gmail & Outlook sendingEmail from each rep's real mailbox with open tracking.
- Bulk text with trackingMessage a filtered list with per-recipient delivery status.
- Auto-translate messagingSet a contact's language once; texts land translated both ways.
- Booking & credit linksCustomers self-schedule and apply from branded public links.
Appraisal & inventory
- Sold-comp valuationsA number built on what actually sold, shown line by line.
- VIN decode & auto-enrichmentSpecs, options and MSRP fill in the moment a unit arrives.
- Market scatter plotEvery comp plotted price-vs-mileage with your unit highlighted.
- Customer condition reportsTrade-in capture links customers finish on their phone.
- Live DMS inventory syncYour feed lands automatically, no manual uploads.
- Market WatchAging units and repricing suggestions in your daily view.
- Appraise, standaloneThe workbench as its own product, on its own subdomain.
Deals & delivery
- Deal pipelineKanban or list, drag deals across stages in real time.
- Appointment calendarTest drives and appraisals land on the rep's real availability.
- Delivery boardEvery sold unit tracked through prep and delivery.
- Credit & approval portalMulti-step credit app and customer approval portal.
- Manager review flowCredit apps tracked through pending, reviewed, completed.
Insights & daily flow
- Your DayEach rep's command centre: calls due, hot leads, appointments.
- Custom dashboardsBuild, clone and share your own widget layouts.
- Sales scorecardsRep-level performance, rolled up daily.
- ReportingLead source, deal and sales-team metrics by timeframe.
Half 2 — the wedge
The AI that works for them.
On top of the CRM: a Sidekick cloned from each rep, built-in lead-type agents, and the automation that runs follow-up so no lead goes dark.
AI Sidekicks
- A Sidekick per salespersonEach rep's personal AI clone, texts as them, in their voice.
- Built-in lead-type agentsSeller, Inventory and Finance Agents work each lead type out of the box.
- Custom Agent BuilderTemplates, six questions, live Test Drive, versioned with rollback.
- AI Team MemberA named persona, like Alex, with its own real phone number; custom agents send as it.
Automation & follow-up
- Follow-up cadencesMulti-week schedules that stop the moment a customer replies.
- Workflow builderTag triggers, delays, branches, SMS, email and AI steps on a canvas.
- Revival HubAged leads re-engaged with personalized AI outreach.
- Auto call summariesEvery call transcribed and written up with the next step.
See all of it on one screen.
A 30-minute walkthrough with our team. Bring your toughest lead source.