The AI-native CRM
your floor will actually use.

Every lead in one place. Lisa texts them in seconds, drafts your follow-ups, and knows your live inventory. Your team confirms with one click.

Built on three simple ideas.

AI prepares. You confirm.

Lisa drafts the text, the call summary, the appointment and the next task. Your rep reviews and approves with one click. Nothing goes to a customer that a person didn't sign off on, unless you turned autopilot on.

It knows your inventory

Your live inventory feed is built in. Search by stock number, VIN, make or model, and every conversation, alert and deal is tied to real units on your lot.

Managers see everything

A live store dashboard, showroom check-ins, response times and AI performance. You know who needs a call, who's slipping and where your gross is coming from.

Make the call. Log it in seconds.
AI drafts it. You confirm it.

From first click to five stars.
One record the whole way.

01

Lead arrives

From any source, tagged and routed to the right store and the right rep.

02

Lisa engages

First text goes out in seconds. Questions get answered from your real data.

03

Rep works it

My Day surfaces it. Follow-up tasks run on a day 1, 3, 5, 8, 11, 18 and 25 cadence.

04

Appointment & visit

Booked, confirmed and checked in on the showroom floor.

05

Desk & sell

Deal worked, sold and delivered, then pushed to your DMS.

06

Keep them

Review request, price alerts on future interest, and a clean history for next time.

For salespeople:
know who to call next.

My Day

A daily worklist sorted by urgency and grouped by lead temperature: Hot, Warm and Cold. Reps open the CRM and know exactly who to work first.

Prospects

Every lead and customer in one list, sorted by who needs you next. AI summaries on each card, a suggested next action, and duplicate merging built in.

Follow-ups

One queue for everything Lisa has drafted: follow-up texts, price-drop alerts and review requests. Approve, edit or skip in seconds.

Calendar

Appointments set by your reps and by Lisa, with store hours respected. Automatic confirmations help cut down on no-shows.

Inventory

Your store's live inventory, searchable by stock #, VIN, make or model. Price changes feed straight into alerts for interested shoppers.

Works on the floor

Install it on any phone like an app, with push notifications, so reps get new leads and replies without being chained to a desk.

Lisa works every lead.
Your team closes them.

Lisa is the AI assistant built into the CRM. She works alongside your reps, never invents prices or inventory, and every action she takes is visible on the customer record.

First touch in seconds

Lisa texts every new lead the moment it arrives, answers questions from your dealership's FAQs and store facts, and books the appointment.

Honest handoffs

When a shopper needs a person, Lisa hands off with a real time estimate based on your store hours. She never makes up prices or inventory.

Nurture autopilot

Managers choose which lead temperatures Lisa can follow up with on her own. Cold leads by default. Everything else goes to the approval queue.

Price-drop alerts

When the exact car a shopper asked about drops in price, Lisa lets them know. Sent at reasonable hours, never repeated, approval required by default.

Post-sale review requests

Two days after delivery, every buyer gets the same review request on the same schedule, the way Google and FTC guidelines require.

Calls that log themselves

Connects with Lisa Voice AI. After a call, AI drafts the summary, the appointment and the next task for your rep to confirm.

For managers:
accountability without the spreadsheets.

Store Dashboard

Live stats, showroom floor check-in and check-out, visit funnel, Sold Today, gross scorecard, an attention queue and today's appointments.

Lead routing

New leads are auto-assigned round-robin, skipping reps on their day off. Anything unassigned lands in its own queue so nothing sits.

Team management

Manage your roster and roles. When a rep leaves, their book is parked and reassigned so no customer falls through the cracks.

Reports

Store performance across AI, lead sources, activity and response times. Every metric comes with a plain-English explanation.

Email triage

Two-way email from inside the CRM. Messages that don't match a customer get triaged instead of lost in someone's inbox.

Desking (add-on)

A penny-accurate desking worksheet: payment grid, lease calculator, trade-in, add-ons, your fees and taxes, gross and F&I profit, and a printable deal sheet.

Pencil the deal
without leaving the CRM.

The optional desking add-on puts a penny-accurate worksheet next to the customer record: payment grid, trade-in, add-ons, your fees and taxes, and front and back gross, ready to print as a deal sheet.

Every lead source.
One pipeline.

Leads come in over ADF/XML or JSON, get routed to the right store, and are always tagged with where they came from, so your source reports are finally accurate.

CarGurusAutoTraderCars.comCarfaxFacebookFacebook MarketplaceInstagramGoogleYour websiteWalk-insPhoneADF/XML feeds

Reports that answer
“is the AI actually working?”

Speed to lead

How fast every lead got its first response, from Lisa or a person.

Recoveries

Customers who replied to Lisa after going 72+ hours without human contact.

Appointments set & shown

Who booked, who showed, and which source they came from.

Human response time

How quickly your reps pick up after a handoff.

Lead source attribution

Which sources actually turn into visits and sales.

Tasks completed

Follow-up discipline by rep, not by guesswork.

The right access for every role.

Manager

Sees the whole store. Manages users, settings, routing, reports and desking.

Salesperson

Works their own book with My Day, Prospects, Follow-ups and Calendar.

Service

Receives service leads only. Lisa stays out of service conversations.

Compliance built in, not bolted on.

  • SMS consent tracking and STOP opt-out
  • One-click email unsubscribe
  • Do-not-disturb hard block
  • Pause follow-ups on any customer
  • Append-only notes for a clean audit trail
  • Leads pushed to your DMS via ADF

Questions dealers ask.

What is RealDealerAI CRM?+

RealDealerAI CRM is an AI-native customer relationship management system built specifically for car dealerships. It brings every lead, conversation, appointment and deal into one place, with Lisa, our AI assistant, handling first responses and drafting follow-ups for your team to approve.

Does the AI text customers without our approval?+

Only if you allow it. Managers choose which lead temperatures Lisa can follow up with automatically. By default only cold leads are on autopilot, and everything else goes to an approval queue your reps work in seconds.

Which lead sources does it support?+

CarGurus, AutoTrader, Cars.com, Carfax, Facebook, Facebook Marketplace, Instagram, Google, your website, walk-ins and phone. Any provider that sends industry-standard ADF/XML or JSON can be connected, and every lead is tagged with its source.

Can it replace our current dealership CRM?+

It's built to be the CRM your floor actually uses day to day: leads, follow-ups, appointments, showroom visits, reporting and optional desking. Leads can also be pushed to your DMS via ADF so your existing systems stay in sync.

Does it work on mobile?+

Yes. RealDealerAI CRM installs on iPhone and Android like an app, with push notifications for new leads and customer replies.

How does it work with Lisa Voice AI and Conversation AI?+

They share the same brain. Calls and chats handled by Lisa land in the CRM with AI-drafted summaries, appointments and tasks, so every conversation ends up on the customer's record.

Built for
acceleration.

Book a 15 minute demo and see exactly how Lisa will engage, qualify, and book your next customer. No pressure. No credit card. Just results.

15 min demo · No pressure · No credit card · Real results