CRM

Convert more leads with AI-enabled workflows that pave the way.

Contents
Overview

Overview:

DealerSocket CRM by Solera is the automotive industry’s trusted platform for driving leads, closing deals, and building long-term customer relationships. Designed specifically for dealerships, this intuitive, fully integrated solution connects your sales, marketing, and service operations so your team can engage smarter, respond faster, and sell more. With AI-enhanced add-ons woven into the CRM experience, dealers can move from reactive follow-up to more timely, targeted engagement.

At its core, DealerSocket CRM is built for the pace of the showroom. It gives your team real-time visibility into customer behavior, vehicle interests, appointment history, equity position, and communication preferences in one place. With every lead, task, and opportunity tracked automatically, your staff can focus less on admin and more on the conversations most likely to convert. AI lead scoring helps surface hot opportunities faster, while centralized customer insight gives associates better context for smarter follow-up.

From online leads and BDC follow-ups to showroom floor walk-ins and long-term retention campaigns, CRM supports the full customer lifecycle. AI auto-responses can engage new leads instantly through text or email, helping answer questions, guide customers toward booking, and maintain responsiveness after hours. Intelligent engagement tools also help dealerships prioritize the right opportunities and keep momentum moving across the sales process.

Powerful integrations with your DMS, website, marketing platform, inventory system, and equity mining tools create a 360° view of the customer. Native RevenueRadar intelligence and AI-powered text translation help your team identify more opportunities, reach more shoppers, and personalize follow-up at scale. With customizable dashboards, enterprise visibility, and real-time reporting, managers can coach effectively and make faster, data-informed decisions.

Whether you’re managing a single rooftop or a national group, CRM gives your dealership the tools to stay ahead by staying connected, responsive, and ready to engage with more precision at every touchpoint.

Benefits

Benefits:

DealerSocket CRM helps dealerships close more leads, improve response times, and deliver a more consistent, personalized experience across every customer touchpoint. By combining core CRM workflows with AI-enhanced add-ons, the platform helps sales teams move faster without losing the human connection that drives trust and conversion.

AI auto-responses help ensure every new lead gets timely engagement, even after hours, while AI lead scoring helps your team focus on the customers most likely to act. Centralized customer insight turns scattered data into clearer guidance, helping associates know who to prioritize, when to respond, and how to follow up more effectively. That means less lead fatigue, fewer missed opportunities, and more confidence across your showroom, BDC, and management teams.

At the same time, AI-powered translation and native RevenueRadar intelligence extend the CRM’s reach—helping your dealership engage more shoppers, uncover more upgrade opportunities, and create a smoother path from first inquiry to repeat business. CRM doesn’t just manage relationships; it helps your team strengthen them with more speed, precision, and consistency.

  • Engage new leads faster with AI-assisted text and email responses
  • Improve focus with intelligent lead scoring and clearer opportunity prioritization
  • Personalize follow-up with better customer context and smarter recommendations
  • Maintain responsiveness after hours without leaving inquiries idle
  • Keep sales and BDC teams aligned with connected workflows and better handoffs
  • Expand shopper reach with AI-powered text translation and multi-channel communication
  • Surface more equity and upgrade opportunities inside CRM with native RevenueRadar intelligence
  • Reduce manual effort with connected CRM, DMS, website, inventory, and desking integrations
  • Give managers real-time visibility into pipeline health, response speed, and team performance
  • Deliver a smoother path from first inquiry to appointment, deal, service, and repeat business
Capabilities

Capabilities:

CRM combines proven dealership workflow tools with AI-enhanced add-ons designed to help your team respond faster, personalize outreach, and prioritize the right opportunities.

Lead Management & Prioritization

Automatically route, organize, and rank leads based on source, behavior, equity, and buying intent—so your team knows where to focus first.

AI Auto-Responses

Engage every new lead instantly through text or email, helping answer questions, maintain after-hours responsiveness, and guide customers toward booking

AI Insights & Lead Score

Use behavioral signals to help categorize opportunities by urgency and intent, making it easier for sales and BDC teams to focus on the right leads at the right time.

Sales Workflows & Task Automation

Keep your team on track with guided task queues, reminders, and customizable follow-up sequences that support more consistent execution.

Multi-Channel Communication Tools

Call, text, or email directly from the CRM, with message history synced to each customer record for better continuity and accountability.

AI-Powered Text Translation

Support more confident customer engagement across language preferences by helping your team respond more clearly through translated text interactions.

RevenueRadar Intelligence in CRM

Surface equity and upgrade opportunities directly inside the CRM, compare current versus proposed vehicles, and act on high-potential opportunities faster.

Customer Profile Insights

View vehicle history, preferences, prior visits, communication history, and opportunity context in one centralized record for more relevant follow-up.

Sales Workflows, Desking & Deal Progression

Move seamlessly from lead follow-up to deal structuring with synced payment options, deal jackets, and connected workflow visibility.

Mobile CRM Access

Manage leads, tasks, and communications from anywhere with mobile-friendly access built for the lot, showroom, and off-desk follow-up.

Reporting, Analytics & Enterprise Visibility

Track response times, conversion rates, appointments, activities, and team performance with dashboards that support coaching, visibility, and smarter decision-making across rooftops.

Related Products

Related Products

DealerFire Websites: Extend CRM visibility with website-to-CRM behavior tracking and SocketTalk-enabled shopper engagement.

RevenueRadar / Equity Mining: Uncover upgrade, equity, and retention opportunities and bring them directly into CRM workflows.

Desking: Structure deals quickly with synced CRM data, customer preferences, and payment options.

Digital Retailing: Carry shopper activity from website to showroom with connected customer context and deal-start signals.

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