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
Auto dealer CRM FAQ
Common questions about leads, deals, and follow-up on AutoDealer.io.
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
Features
Every feature of the all-in-one dealer platform
Learn moreDealer 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 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.