DMS

One Platform. Total Control.

Contents
Overview

Overview:

Your dealership is a complex machine, and your Dealer Management System (DMS) is its engine. A modern DMS should do more than track transactions—it should connect your departments, streamline operations, and unlock insights that drive growth. That’s exactly what our DMS delivers.

Built specifically for automotive retailers, this cloud-based platform offers a unified system for managing inventory, sales, service, F&I, parts, and accounting, all from one interface. It’s intuitive and scalable, designed to power everything from a single rooftop to a multi-store enterprise with centralized control.

Sales teams gain access to real-time inventory and pricing, digital deal structuring tools, and automated follow-up workflows tied to the CRM. Service and parts departments share visibility into repair orders, inspection results, parts availability, and technician workload. F&I managers can generate and finalize contracts faster thanks to direct integrations with lenders and aftermarket providers, as well as dynamic menu presentations.

Accounting is no longer a bottleneck. Transactions flow automatically from the front end to the back office, eliminating double entry and improving accuracy. The system’s modular design means each department sees exactly what they need—making onboarding easier and daily use simpler for every role, from a new sales associate to your office manager.

Open APIs and integrations ensure the DMS plays nicely with your existing tools and OEM systems. It connects seamlessly to your CRM, marketing platforms, OEM data feeds, inspection tools, and customer communication systems. No more siloed data or complicated import/export routines to get systems to talk.

For dealers, this modern DMS means smoother workflows, better data integrity, reduced overhead (thanks to efficiency gains and lower IT maintenance with the cloud), and more time focused on customers rather than paperwork. For your team, it means fewer clicks, faster access to the information they need, and a system built for the way they actually work, not the other way around.

In short, our DMS gives you total control over your dealership operations in one platform, driving productivity and profitability to new heights.

Industry Challenges

Industry Challenges:

Many dealerships still run on outdated DMS platforms that were never designed for today’s connected, digital-first operations. These legacy systems often have clunky interfaces, limited automation, and data silos that don’t share info across departments. They’re hard to use, tough to integrate with newer software, and expensive to maintain. As a result, they slow your team down—sales can’t easily see service history, parts doesn’t know about upcoming repair orders, and accounting struggles with reams of paper and endof-month reconciliation headaches. Manual entry in multiple places leads to mistakes, rework, and inefficiencies that cut into your bottom line.

Staff turnover and training are also exacerbated by old systems’ steep learning curves. New hires may spend weeks learning how to navigate arcane menus. Veteran employees waste time on workarounds that have become “normal” to get simple tasks done. Meanwhile, customers today expect faster, more transparent service and a seamless digital experience—which an inflexible DMS makes difficult to provide (think printing forms to sign instead of e-signing, or waiting on finance paperwork due to slow systems).

An inflexible, outdated DMS holds your dealership back. It’s like trying to run a race with ankle weights on— you might still move forward, but not nearly as fast or smoothly as you could.

Our DMS solves these problems with a modern, cloud-based solution that simplifies operations, improves cross-department collaboration, and integrates with the tools that matter to your business.

Capabilities

Capabilities:

Sales & CRM Management

Manage leads, showroom ups, and customer follow-ups directly in the DMS with CRM functionality or seamless CRM integration. Track every deal from lead to delivery with pencil tools, desking calculators, and deal logging that updates in real time.

Inventory & Appraisal

Maintain new and used inventory with automatic OEM updates (pricing, incentives) and online listing integration. Appraisal module includes book values, market data, and the ability to push appraisals to deals or online auctions easily.

F&I Menu & eContracting

Generate F&I menus with customizable options and automatically apply customer and deal info. Connect with lenders for instant credit app submissions and eContracting, pulling approvals back into the deal. Print or electronic signature ready.

Service Management

Create repair orders, assign jobs to techs, and manage shop scheduling all within the DMS. Service history is tied to the customer record viewable by sales, and recommended services feed into marketing. Optional integrations with multipoint inspection systems and shop workflow boards.

Parts & Inventory Control

Manage parts inventory with automated reordering and multi-location lookup. Parts are tied to repair orders for real-time depletion, and sales tickets for tracking. Integrated vendor ordering (online parts ordering from OEM or aftermarket) right from the DMS.

Accounting & GL

Every transaction in sales, service, and parts posts to accounting in real time. Cash deals, financed deals, service tickets, parts sales all generate journal entries automatically. The office can see deal packs, contracts, and ROs electronically. Financial statements can be generated with a click, and schedules are updated continuously, not weeks later.

Payroll & Timekeeping

Built-in timeclock and commission tracking. Sales can see their deals and gross for commissions, and the system calculates commissions based on configured plans. Technicians’ flagged hours tie to payroll. Managers can approve commissions and payroll in the system, then push to payroll providers.

Compliance & Desking Tools

Ensure deals meet compliance with built-in checks (Red Flag, OFAC, payment-to-income, etc.). Desking includes multiple scenarios (lease, finance, cash) with automated tax and fee calculations for any state.

Reporting & Analytics

From high-level dashboards to detailed reports, the DMS offers customizable reporting on all aspects: sales logs, gross per deal, inventory aging, service gross profit, parts turnover, cash flow, etc. Slice by department, deal type, salesperson, etc., and schedule reports for automatic email delivery.

User Permissions & Audit Trails

Granular user permissions ensure employees only access what they need. Every change (like deal changes, RO edits) is logged with user and timestamp, providing accountability and easier audits.

Cloud-Based & Automatic Updates

Being cloud-based, users can securely log in from anywhere (with proper permissions) and you’re always on the latest version. No more server maintenance or costly upgrades—new features roll out regularly and seamlessly.

Benefits

Benefits:

  • Eliminate silos between departments with a truly unified platform—everyone from sales to service to accounting works off the same data, updated in real time.
  • Accelerate deal processing from lead to funding. Deals come together faster with integrated tools (no re-keying data across CRM, desking, and finance), and contracts are funded faster with error-free paperwork and eContracting.
  • Increase efficiency and reduce errors through automation—your team enters customer and deal information once and it flows wherever needed. No duplicate entries or manual reconciliation between systems.
  • Shorten training time for new employees. A modern, intuitive interface means even those new to automotive can pick up the system quickly, and experienced staff adapt easily—less time in the classroom, more time producing.
  • Improve decision-making with instant access to data and reports. Know your dealership’s performance metrics at any moment—no waiting for month-end to react to issues or see opportunities.
  • Enhance customer experience by speeding up every transaction. Less waiting during deals (the system produces paperwork quickly, F&I has info pre-loaded), and smoother service checkouts (with integrated service history and even mobile payment options via DMS integration).
  • Ensure compliance The DMS’s built-in checks and required data fields help you meet federal and state regulations (from credit checks to forms printing) without missed steps, protecting you from fines and legal issues.
  • Reduce IT costs and headaches—with a cloud DMS, you don’t worry about server failures, backups, or software installations. Access the system via web on any device. This also means easier remote work or multi-store management.
  • Scale with ease as you grow. Add new users, new locations, or new franchises without major system overhauls. Our DMS supports multi-location setups and can consolidate or separate data as you need.
  • Foster collaboration and accountability. Everyone can see relevant notes and status—sales sees that service has an open RO on a trade, accounting sees that a deal’s out for signatures, etc. This transparency keeps teams accountable and working together toward store goals.
Related Products

Related Products

CRM: While the DMS has CRM capabilities, it also can integrate with specialized CRM systems if a dealer chooses, ensuring no lead or customer conversation is lost between the two systems.

Fixed Ops Suite: The DMS powers the backbone, but combined with Solera’s Fixed Ops solutions (like Service Suite, Inspection, etc.), it creates a powerhouse where data (customer, vehicle, transaction) flows freely to those specialized tools and back.

Digital Retailing: Connect the DMS with your online retail tools, so leads from your web (with configured deals) drop right into the DMS for follow-up and completion, merging online and in-store processes seamlessly.

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