Dealer-Mate 2.0 • CRM

Never Lose Another Lead

Dealer-Mate CRM captures every lead, drives every follow-up, and keeps your whole customer history in one place — so no opportunity ever slips through the cracks.

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Every Lead, One Place

Website forms, marketplaces, phone calls, and walk-ins — captured automatically.

Leads come in from everywhere. Dealer-Mate CRM pulls them all into one system the moment they arrive — no retyping, no sticky notes, no lead left sitting in a notebook.

  • Website forms and inquiries captured instantly
  • Marketplace and third-party leads imported automatically
  • Phone calls and walk-ins logged in seconds
  • Every lead assigned, timestamped, and ready to work

Managers see exactly what’s new, what’s waiting, and what needs attention — across the entire store. When every lead lands in the same place, nothing gets missed and no one has to ask “did anyone follow up with that customer?”

Follow-Up That Happens

Tasks, reminders, and text/email sequences — so every lead gets worked.

Most deals are lost to slow or missing follow-up. Dealer-Mate CRM makes follow-up automatic: tasks and reminders keep your team on schedule, and text and email sequences go out on time, every time.

  • Follow-up tasks and reminders for every lead
  • Automated text and email sequences that run themselves
  • Every call, text, and email logged on the lead record
  • Managers see who’s working their leads — and who isn’t
Dealer-Mate 2.0 CRM dashboard with lead follow-up

Tasks, reminders, and follow-up sequences in the Dealer-Mate 2.0 dashboard

Pipeline & Appointments

See every prospect’s stage at a glance — and keep your showroom full.

Watch every prospect move through your pipeline — new, working, appointment set, sold — in one clear view. Set appointments in a click, confirm them automatically, and start each day knowing exactly who’s coming in and what needs to happen next.

The Whole Customer

Sales history, vehicles, and service visits — on one record.

Every customer gets one complete record: what they bought, what they drive, and every service visit in between. Sales, F&I, and service all work from the same page — so repeat buyers and service customers get treated like the VIPs they are. Learn more about Parts and Services →

Feeds Your Marketing

Your CRM, working with your website and your campaigns.

Dealer-Mate CRM works hand in hand with your dealer website and your marketing campaigns — every lead, sale, and service visit feeding smarter follow-up and sharper targeting. Learn more about Web Marketing Integration →

See Dealer Websites →

Start Your FREE 30-Day Trial

Questions? Call (323) 525-0747

Start Your Free 30-Day Trial