Industry
Sales and service run on different clocks and the same customer. We build the systems that connect them to the DMS.
Operations
Common situations to examine during discovery with the people who do the work.
Internet leads sit for two hours before anyone replies.
Leads arrive from the website, marketplaces and manufacturer feeds into different inboxes, and the first response time decides the sale.
The website says a vehicle is available and it sold yesterday.
Inventory is exported on a schedule, so the site and the DMS disagree for hours at a time.
Service customers phone to ask where their car is.
The status is on a whiteboard in the shop. Nothing pushes it to the customer, so advisors spend the afternoon answering the same question.
New salespeople take months to get good.
Product knowledge, objection handling and competitive positioning are learned by watching, so ramp time is long and inconsistent.
Service and sales never talk.
A customer in the service lane with an ageing vehicle is an obvious sales conversation, and nothing surfaces it.
Appointments booked online do not reach the scheduler.
Online service booking creates a request someone rekeys into the DMS, with no shared validation of the advisor, lane or appointment slot.
Software capabilities
Use VINs and stock identifiers to reconcile inventory feeds, acquisition records and CRM enquiries. Route a lead with its vehicle context and ownership history. OEM, CARFAX or AutoCheck connections depend on licensed data access and the provider’s available interface.
Connect service booking to an RO workflow: customer concern, inspection, approval, assigned technician, labor-time entries and completion. Make parts availability visible before committing a bay or promising a collection time.
Map customer, vehicle, RO and parts identifiers to the DMS instead of creating competing records. Reconcile updates and failed syncs by location. Customer messaging, service reminders, warranty evidence and processor-managed payments can follow approved RO events. Financing and lending are outside this scope.
Related solutions
Integration
Identify the system of record, available interfaces and vendor access before defining the integration scope.
| DMS, dealer management system | The system of record for inventory, customers, deals, repair orders and parts. Everything else reads from it and writes back only where you approve. |
|---|---|
| Dealership CRM | Lead capture, response time enforcement, follow up sequences and desking support, aligned with the DMS customer record. |
| Service lane scheduling | Online and in store booking against advisor, lane and operation availability, written into the DMS scheduler. |
| Inventory feeds | One normalised inventory source driving the website, marketplaces and merchandising, refreshed as often as the DMS allows. |
| Repair order status | Status and estimate approval pushed to the customer, which removes the calls and speeds authorisation. |
| Sales enablement | Product knowledge, objection handling drills and competitive positioning delivered as a tool the floor actually uses. |
Security and implementation
DMS access must use approved vendor credentials and permissions. Restrict customer and vehicle history by role and location, log administrative changes, and keep card data in processor-managed interfaces.
The final stack depends on existing systems, device requirements and data access.
Your team
Every engagement has a dedicated project manager and a team lead with years of industry experience. Onshore and offshore engineering teams are both available, and the mix is agreed with you.
| Project manager | Dedicated to your engagement, responsible for scope, cadence and delivery |
|---|---|
| Team lead | Years of industry experience, accountable for technical decisions |
| Engineers | Onshore and offshore, sized to the scope agreed in writing |
| Quality assurance | Testing against the specification rather than against the code |
| Coverage | Time zone coverage for North America and Europe |
| Support | Support in English, French, Spanish and Filipino |
FAQ
No. We work on sales, CRM, service lane and inventory operations. Financing and lending are out of scope.
Any platform that exposes a usable interface, whether an API, a certified feed or a supported export. The first step is confirming what your contract entitles you to and what the vendor will enable.
As fresh as the DMS interface allows. Where change events are available we react to them, otherwise we poll incrementally and set the interval from your listing needs.
Yes, where the DMS supports estimate approval. The status and the estimate reach the customer, and the recorded approval writes back.
Yes. Vehicle age, mileage and service history are exactly the signals that identify a conversation worth having, and they can flow into the CRM as tasks.
We build around them. Required tools and feeds stay in place, and the integration respects what your manufacturer programme mandates.
Tell us where the current process breaks down. We can map the workflow, examine the integration requirements and define a practical scope for the build.