Dealers thrive here.
DealerSocket CRM by Solera

Respond faster. Prioritize smarter. Sell more.

The AI-powered CRM built for the pace of the showroom. Embedded automation and AI insights that keep every team on the playbook and every lead moving, from one command center.

AI AutomationConversational AI responseLead scoringMulti-rooftop dashboards
Why dealers choose CRM by Solera

Six AI automations doing the work your team cannot scale.

Every lead deserves a timely, dealership-branded response. Every team deserves one playbook, manager to rep. This is what that looks like in production.

01

Conversational AI response

Branded follow-up at scale, 24/7. The first response feels like the next step in the conversation, not an auto-reply.

02

AI-powered lead scoring

Surface high-intent in real time; auto-nurture the rest. Your team works the shoppers ready to buy, the platform keeps the rest warm.

03

Guided workflows + routing

One playbook, manager to rep. Automated lead alerts, smart routing, guided workflows, and conversion accountability built in.

04

360 degree customer view

Sales, Service, and Marketing on one customer record. Profiles span departments, so the next touch always has context.

05

Multichannel engagement

SMS, email, phone, web, and video on one timeline. The shopper picks the channel, the CRM keeps the record consistent.

06

Equity mining + lifecycle

More upgrades, stronger retention. Equity mining and lifecycle automation route the right offer to the right customer at the right time.

Proven results — Pat Lobb Toyota
+50%
monthly sales growth
55%
close rate (+13 pts)
<30 days
to CRM go-live
Achieved by aligning CRM structure, manager coaching, campaign-driven execution, and channel optimization on one platform.
What you actually get

A single command center for leads, follow-up, and customer lifecycle engagement.

CRM by Solera (DealerSocket) gives every team one operating layer, and the AI Engine handles the repeatable work in between.

AI

AI AUTOMATIONS

Embedded AI capabilities on the roadmap, with conversational AI response and AI-powered lead scoring already in production.

  • Automated lead alerts and smart routing
  • Guided workflows and conversion accountability
  • Multichannel communication: email, text, phone, and video
  • 360 degree customer profiles across departments
  • Equity mining and lifecycle automation
  • Real-time dashboards and group-level visibility
SVC

ENTERPRISE READY

Built for the single-rooftop store and the multi-store group. SSO, group-level dashboards, real-time KPIs across rooftops.

  • Single sign-on (SSO) plus group user management
  • Real-time dashboards across every rooftop
  • Configurable business rules per store, per region, per brand
PERI

DEDICATED SUPPORT

Customer Success and a Strategic Growth Manager assigned to your account, so CRM optimization is a partnership, not a self-service portal.

  • Step-by-step onboarding and training in under 30 days
  • Strategic Growth Mgr: structure, coaching, channel optimization
  • Customer Success cadence tied to your KPIs

Ready to see CRM by Solera in production?

We will walk you through conversational AI response, lead scoring, and the Pat Lobb playbook in a live environment, on your data, with your team.

Explore CRM
The Solera Cloud OS

One CRM. One Cloud OS. One operating model.

The CRM is the loudest tool in the dealership, and it should be the one that everything else listens to. On the Solera Cloud OS, it is.

This is your command center

DealerSocket CRM

AI-powered command center for leads, follow-up, and lifecycle engagement across the rooftop or the group.

Auto/Mate DMS

The franchise DMS built to integrate cleanly with OEMs and the rest of the Solera stack, customizable workflows included.

Service Suite

End-to-end fixed-ops experience covering check-in, scheduling, shuttle, pickup and delivery, mobile tech, inspect, and parts.

Marketing

Fully integrated multichannel marketing tied to the DMS and CRM so every advertised customer is tracked through to store visit and spend.

Websites and Digital Retail

DealerFire mobile-first dealership websites engineered for conversion, brand compliance, and OEM standards.

Inventory+

Real transactional data plus current market listings for sourcing, acquiring, pricing, and merchandising every unit.

Titling

Real-time title, registration fee, and tax calculations that standardize the F&I process and eliminate DMV friction.

LoJack

Law-enforcement-integrated stolen vehicle recovery plus Lot Management for real-time inventory tracking and audits.

The narrative

From the first lead to the last payment, one connected lifecycle.

When the customer record is shared, every phase of the lifecycle becomes a continuation of the last one. Acquire, sell, title, deliver, retain, on one operating system.

Acquire
Lead captured, response in seconds, customer record created once
CRM · Marketing
Sell
Deal structured, financed, signed in workflow
CRM · DMS
Title
Title, fees, tax calculated in real time
Solera Titling
Deliver
Vehicle delivered, GPS active, customer onboarded
LoJack · Service Suite
Retain
Service touchpoints, equity offers, lifecycle automation
Equity Mining · Marketing

One customer record. Every product reads from and writes to the same data layer. The lead, the deal, the title, the delivery, the service visit, the whole lifecycle on one operating system.

The foundation

Powered by the Solera AI Engine.

The infrastructure and data layer accelerating the Cloud OS.

A bolt-on tool cannot get smarter, because it has nothing to learn from. The Solera Cloud OS sits on connected lifecycle signals, so intelligence shows up inside the tools your team already uses, helping prioritize, automate, and assist before a workflow ever breaks. Real progress comes from applying AI where the work happens, powered by connected context, not from another standalone widget your team has to learn.

The CRM that finally keeps pace with your floor.

Solera Cloud OS gives your CRM connected lifecycle signals from the DMS, Service Suite, Inventory+, Titling, and the AI Engine, so every lead, follow-up, and equity opportunity has context the moment it lands.

See the platform · dealer.solera.com
Dealers thrive here.
SALES  |  SERVICE  |  MARKETING  |  OPERATIONS  |  CONNECTED CAR Talk to your Solera rep about CRM by Solera. dealer.solera.com