A living, breathing, next-gen CRM– built for the pace of your showroom. Sell more vehicles with intelligent automation and AI-driven insights that keep your team on the playbook and AI Sales Coach to keep the pipeline moving.
Today's appointments, MTD performance, sales steps, and internet lead response all live on one screen, so managers and reps see the same pipeline the moment they log in.
A dealership CRM should do more than store records. It should drive action. CRM by Solera gives your team a single command center for leads, follow-up, and customer lifecycle engagement. The platform is designed to help you respond to every lead with timely, dealership-branded follow-up and focus your team on the right opportunities, without adding more systems or headcount.
Capture and route leads in real time so nothing slips through the cracks.
Standardize follow-up with guided workflows, task queues, and automation rules that act 24/7.
Unify sales, service, and marketing around a 360-degree customer view.
Prioritize high-intent opportunities with AI-powered scoring and insights.
Engage shoppers across SMS, email, phone, and web, with full history on every customer record.
Desk managers, BDC agents, and salespeople work the same record from the same screen. When the follow-up, the appointment, and the note all live in one place, the handoff stops costing you the deal.
AI works best when it is part of the process, not a separate tool. CRM upgrades embed conversational AI lead response and AI-powered lead scoring directly into your day-to-day lead workflows. That means timely, dealership-branded follow-up at scale, prioritized task lists that surface high-intent shoppers, and automated nurture for lower-intent prospects, so your team spends more time closing and less time chasing.
Pat Lobb Toyota. Achieved by aligning CRM structure, manager coaching, campaign-driven execution, and channel optimization on one platform.
AI Lead Management helps dealerships respond faster and more consistently from the moment an eligible lead enters CRM. CRM by Solera can initiate outreach, answer vehicle and inventory questions, recommend similar units, support multilingual conversations, and guide shoppers toward a test drive or appointment, all within dealership-defined controls for branding, permissions, and engagement.
Built-in AI lead scoring helps teams quickly identify which shoppers need immediate attention and which opportunities should stay in nurture. The system evaluates signals such as finance interest, trade-in activity, purchase timeframe, model preference, communication channel, customer comments, and distance from the dealership to help surface higher-intent leads first.
AI Sales Coach gives managers a sharper view of sales rep performance through dynamic filters, team-level visibility, and AI-generated coaching notes tailored to each rep. The platform can highlight patterns such as strong lead volume but weak visit or sales conversion, making it easier to identify coaching opportunities and take action directly from the dashboard.
Service visits, equity positions, title status, and website activity all write back to the same profile. The next conversation picks up where the last one left off, whether it happens on the lot or in the service drive.
Typical go-live in under 30 days.
Including Customer Success and Strategic Growth Manager support.
Secure, centralized access built for multi-rooftop groups.
AI in CRM by Solera is designed to work as part of the dealership process, not as a separate tool layered on top of it. Dealers can manage access through role-based permissions, configure the AI agent and dealership name used in customer-facing responses, and control AI engagement at both the lead account and lead source level for more precise deployment.
CRM is the loudest tool in the dealership, and on the Solera Dealer OS it is never working alone. Sales, service, marketing, inventory, titling, and asset protection read from and write to the same customer record, so every phase of the lifecycle continues the one before it.
AI-powered command center for leads, follow-up, and lifecycle engagement.
Franchise-ready dealer management with integrative, customizable workflows.
End-to-end fixed operations, from scheduling and check-in to pickup and delivery.
Real transactional data plus market listings for sourcing, pricing, and merchandising.
Real-time title, registration fee, and tax calculation that standardizes F&I.
Fully integrated multichannel campaigns tied to the same customer record.
OEM-compliant, mobile-first sites built for conversion.
The only system integrated directly with law enforcement, plus Lot Management.
Intelligence built on connected lifecycle signals, not a standalone widget.
The AI Engine sits on connected lifecycle signals from across the Dealer OS, so intelligence shows up inside the tools your team already uses. A bolt-on tool cannot get smarter, because it has nothing to learn from. When the customer record is shared, a service visit, an equity position, a title status, and a website session all become context the moment the next lead lands in CRM.
CRM is one card on the Dealer OS. Every other product on the platform reads and writes to the same customer record.
Request a demo and we will walk your team through the platform on your own data, from first-response automation to AI-powered coaching.
Request a demo