What it is
DealerSocket CRM centralizes dealership customer relationships across sales, marketing, service, and leadership workflows. Its platform brings sales, service, desking, communications, data mining, and digital retail together, with lead tracking and follow-up tools. Marketing uses a centralized customer database for automated communications across the customer lifecycle. Reporting includes enterprise-wide insights, real-time analytics, and customizable reports backed by Microsoft’s business intelligence engine. Configurable dashboards and checklists let users tailor the CRM.
Service Scheduler provides a mobile-friendly appointment portal with automated confirmation and reminder texts, and exchanges appointment and service information with major DMS platforms in both directions. SocketCredit supports digital consent, disclosures, identity verification, and an audit log, and can send applications to RouteOne and DealerTrack. DealerSocket describes OEM and industry-platform integrations, certified partner services, and APIs for leads, customer updates, call tracking, and deal data. The CRM runs on web, iOS, and Android; its mobile app supports sales opportunity edits, tasks, and customer and inventory searches. Pricing is on request.
Who it suits. DealerSocket CRM is presented for franchise and independent dealerships, BHPH dealers, and dealership groups. Its service, lead, and reporting tools may suit teams coordinating customer workflows across departments.
Good to know
- Centralizes sales, service, marketing, and digital retail
- Real-time analytics and customizable reporting
- Service Scheduler exchanges data with major DMS platforms
- Mobile CRM supports opportunity edits and customer search
- Unlimited access to DealerSocket University and Knowledgebase
Watch for
- Pricing is available on request
- Mobile CRM is listed for iOS and Android, not Windows
- Security terms describe measures but no certification
DealerSocket CRM spans customer, sales, service, marketing, and credit workflows, with mobile access and DMS connections. Prospective customers will need to request pricing and confirm which integrations fit their setup.
Your product? You can pay for an editorial review of DealerSocket CRM; CarCody's editors write the verdict · from $99/mo. How it works →
Its site
Getting started
- Visit https://dealersocket.com/products/crm/.
- Speak with an expert about the CRM.
- Select DealerSocket as a partner platform if working with a certified partner.
- Access the CRM on the web, Android or iOS.
On record
- Purpose
- DealerSocket CRM centralizes dealership customer relationships across sales, marketing, service, and leadership workflows.
- Core capabilities
- The CRM brings sales, service, desking, communications, data mining, and digital retail together in one platform.
- Reporting
- It provides enterprise-wide insights, real-time analytics, and customizable reports backed by Microsoft’s business intelligence engine.
- Marketing
- Its marketing capabilities use a centralized customer database and automated, insight-driven communications across the customer lifecycle.
- Customization
- Users can tailor the CRM with configurable dashboards and checklists.
- Mobile apps
- DealerSocket says its Mobile CRM is available on iOS and Android and supports sales opportunity editing, tasks, and customer and inventory search.
- Integrations
- The company describes integrations with OEMs and industry platforms, and its APIs support deal data, lead forwarding, activity updates, and call information.
- Certified partners
- DealerSocket offers integrated services through certified partners and provides CRM as a selectable partner platform.
- Who it serves
- The CRM is presented for franchise dealerships, independent and BHPH dealers, and dealership groups.
- Support
- CRM customers have unlimited access to DealerSocket University and its Knowledgebase under the published service terms.
- Support contact
- The CRM support page lists phone support at (877) 751-0403 and an email contact.
- Security
- DealerSocket’s published service terms say it will implement reasonable and appropriate measures designed to secure customer data against unauthorized third-party access.
- Pricing availability
- The CRM page directs prospective customers to speak with an expert and does not display a price.
- Company history
- DealerSocket said in 2018 that it had been operating for 17 years and was founded by Jonathan Ord and Brad Perry, indicating a founding year around 2001.
- DMS integration
- Yes
- Lead routing
- Yes
- SMS messaging
- Yes
- Workflow automation
- Yes
- Mobile app
- Yes
- Lead source capture
- Yes
Questions
How much does DealerSocket CRM cost?
Pricing is on request. The CRM page directs prospective customers to speak with an expert.
Which platforms are available?
The listed platforms are Android, iOS and web. DealerSocket says Mobile CRM is available on iOS and Android.
What does the mobile app support?
Mobile CRM supports editing sales opportunities, managing tasks, and searching customers and inventory.
What integrations does DealerSocket offer?
DealerSocket describes integrations with OEMs and industry platforms, services through certified partners, and APIs for deal data, lead forwarding, activity updates and call information.
Can the service tools connect with a DMS?
Service Scheduler exchanges appointment and service information in both directions with major DMS platforms.
Who is DealerSocket CRM for?
It is presented for franchise dealerships, independent and BHPH dealers, and dealership groups.