Discover the DealerCX Platform at NADA 2026 in Las Vegas!

Explore the DealerCX Platform Features

Everything your dealership needs to unify sales and service, reduce busywork, and manage the full customer journey from one system.

Soft orange radial glow on a transparent background.
Soft orange radial glow on a transparent background.

Core platform capabilities

Customer Hub

One place to see the full customer story and keep every conversation tied to a singular, trustworthy record.

Unified Customer Record

A single customer profile shared across sales and service, so everyone works from the same truth.

Complete Customer Timeline

Every key interaction and milestone in one continuous view, so context never gets lost between teams.

Omnichannel Conversation History

Text, email, phone, and chat threads stay connected to the customer record, so follow-up is clear and consistent.

Sales and Deal Execution

Manage opportunities from first contact through close, with fewer handoffs and faster decisions.

Lead and Pipeline Management

Capture, organize, and move opportunities forward with clear stages and visibility across the team.

Desking Workflows

Build deal structures inside the platform, keeping the process streamlined and the context in one place.

Approval Routing and Guardrails

Route deals to the right manager quickly, with configurable controls that protect consistency and speed.

Service and Retention

Bring service into the same system so ownership activity supports repeat business, over and over again.

Service Customer Visibility

Service activity becomes usable context for sales and leadership, not data trapped in another system.

Service Appointment Scheduling

Schedule and manage appointments without leaving the platform, keeping the customer journey connected.

Sales-to-Service Continuity

Keep engagement active after delivery, so service and sales opportunities don’t disappear into handoffs.

Workflows and Reporting

Keep execution consistent across the store, then measure what’s working without the multitude of bolt-on tools.

Tasking and Workflow Support

Assign, track, and complete work with clarity, so critical follow-up doesn’t fall through the cracks.

Performance Reporting

See what’s working across sales and service with practical, on-demand reporting built for dealership operations.

Custom On-Demand Reports

Create the views you need quickly from speech-to-text right inside the platform, so your team can act fast on the go. 

Native-AI driving action in your unique workflows

DealerCX is built AI-native, meaning intelligence is embedded into daily work. It prioritizes what matters, surfaces signals early, and helps teams act with less guesswork.

Better data, better customer decisions

Most dealerships aren’t short on data. They’re short on data they can trust. DealerCX keeps records clean and usable across the journey, so teams spend less time fixing entries and more time acting.

Seamlessly integrates with the tools you rely on

DealerCX plays well with the systems your dealership is already utilizing, including most leading providers and many specialized tools.

Built for speed, growth, and for the
dealership personnel who actually have to use it

Built for speed, growth, and for the dealership personnel who actually have to use it

DealerCX isn’t just yesterday’s CRM in a shiny wrapper. Our platform was built on direct feedback from salespeople who use traditional CRMs daily and have grown to hate the limitations.

DealerCX dashboard interface showing sales and lead metrics, a needs-attention list, today’s appointments, and an AI assistant panel with suggested questions.

Familiar interfaces, smarter guidance, and a mobile-first approach

A clean, familiar, mobile-first experience with built-in prompting, so your team moves faster, supports customers anywhere, and needs less training and guesswork.

Search bar UI showing the question “What’s our store’s total gross profit month-to-date?” with a microphone button, over a soft warm gradient background.

On-demand answers in seconds...
next actions queued and ready

Type or speech request what you need and DealerCX delivers it instantly, using real customer context to surface insights, prioritize next steps, and queue follow-up across a full journey.

DealerCX icon in the center with a soft orange glow, surrounded by blurred tiles representing integrations and partners.

Replace the patchwork of vendor tools and unify your sales and service teams

DealerCX replaces the stew of vendor disconnect with one login, one customer record, and one shared timeline, so teams move faster and vendor spend drops.

Stop settling for the same old CRM compromises

Trade the patchwork for a platform. See how DealerCX unifies the entire journey in one system.

Discover the DealerCX Platform at NADA 2026 in Las Vegas!