Complete Feature Set

Everything you need to run a successful dealership, all in one powerful platform.

Customer Management

Complete 360° customer view with full history, preferences, communication logs, vehicle information, and service records all in one centralized location.

Lead Management (BDC)

Capture leads from multiple sources, qualify effectively, and route intelligently. Automated workflows ensure no lead falls through the cracks.

Sales Pipeline

Visual sales board with drag-and-drop functionality. Track deals from initial contact through closing with stage-based workflow management.

Task & Follow-up

Never miss a follow-up with automated reminders and task management. Set recurring tasks and keep your team on track.

Advanced Reporting

Real-time dashboards and custom reports give you insights into sales performance, team productivity, and dealership metrics.

Email Campaigns

Create, schedule, and track email campaigns with templates and automation. Calendar-driven auto-email schedules save time.

Mobile Optimized

Access your CRM anywhere, anytime. Fully responsive design works perfectly on tablets and smartphones for on-the-go access.

Smart Notifications

Stay informed with intelligent notifications for lease returns, service reminders, important milestones, and customer interactions.

DMS Integration

Seamlessly integrate with CDK, Reynolds, Dealertrack, JDE, and other major DMS systems for unified operations.

Inventory Management

Track vehicle inventory with detailed information, pricing, availability, and automated updates from your DMS system.

User & Role Management

Flexible role-based access control ensures users only see and access what they need. Secure user management with MFA support.

Activity Logging

Complete audit trail of all system activities. Track changes, logins, and important events for compliance and security.

Leaderboard

Track team performance with sales leaderboards. Motivate your team with visible performance metrics and achievements.

Who's Next

Manage appointments and customer queues effectively. Ensure fair distribution of leads and optimize customer flow.

Walkout Tracking

Track walkouts and lost deals. Capture reasons, follow-up opportunities, and recovery strategies to improve conversion rates.

Portfolio Management

Track lease and finance portfolios. Monitor maturity dates, renewals, and customer retention opportunities.

Communication Tracking

Log all customer interactions – calls, emails, meetings, and notes. Complete communication history in one place.

Real-Time Messaging

Instant team messaging with real-time updates, typing indicators, read receipts, and emoji support. Stay connected with your team effortlessly.

Video & Audio Calls

Built-in video and audio calling powered by WebRTC. Connect face-to-face with team members instantly without leaving the CRM.

Message Search

Search across all conversations to find any message instantly. Advanced search with highlighting helps you locate information quickly.

Custom Status Messages

Set personalized availability statuses like "In a meeting" or "On vacation" to keep your team informed about your availability.

File Attachments

Share documents, images, and files directly in conversations. Preview attachments inline for seamless collaboration.

Security & Compliance

Enterprise-grade security with encrypted data, secure authentication, role-based access, and full audit trails.

See Features in Action

Experience how DealerSimplicity CRM can transform your dealership operations

Request a Demo Today