Features

A CRM that works for you — so your team works less and sells more.

Every feature exists to remove a step. AI and automation handle the mundane work that eats your salespeople's time, so they can manage more customers and focus on closing.

AI customer summaries

Know any customer in five seconds.

Every contact card opens with an AI summary of exactly where the customer stands — what they're looking at, what's been said, and the right next move. No scrolling through history before you pick up the phone.

  • Auto-written from calls, texts, emails & notes
  • Always current — refreshes as the deal moves
  • Suggests the next best step to keep things moving
AI customer summary
TR
Tom & Patty Rogers
Quote · 2024 Montana 3941FB
AI summary

Tom and Patty toured the Montana 3941FB twice and have a quote out at $124,900. Financing is the holdup — they asked about 15% down. Warm, ready to move. Next: send payment options and offer a Saturday delivery walk-through.

Lead management

Work every lead while it's still hot.

Leads from every source flow into one queue. DealerPulse routes each to the right store and rep, prompts them to start working, and escalates on its own until it's handled.

  • One ADF inbox per location with automatic routing
  • Manager-configurable escalation ladder
  • Auto-claim on first contact — no extra steps
  • Hot / warm / cold scoring from real contact history
DO
New lead
Derek Olsen
RV Trader · 2024 Montana 3941FB
Acknowledge
Claim & work
Self-moving pipeline

The board keeps itself honest.

A clear stage flow from first contact to delivered. The actions your reps already take move customers automatically — and each move fires the right follow-ups — so the pipeline always reflects reality, not whoever remembered to update it.

  • Save a quote → moves to Quote
  • Connected call or a reply → advances to Greet
  • Enter a delivery date → marks Sold and schedules the delivery
  • Each stage auto-builds its follow-up schedule for the rep
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QualifyGreetQuoteSoldDeliver
Unified communications

Every conversation, one inbox, one clock.

Voicemails, texts and emails land together — each with a response timer color-coded by how long it's waited. Reply or acknowledge and the clock stops, no matter where you do it.

  • Two-way SMS and email from each rep's own account
  • Replying anywhere resolves the open item automatically
  • Response-time tracking feeds the manager scorecard
Maria Delgado
Voicemail · 38s
8m
Marsha Pennington
Re: Brinkley Model Z
1h
AI assistant

Follow up in your own voice — instantly.

One tap drafts an email or text in any tone, or "like me," learned from the rep's sent mail. A lot assistant turns a quick voice note into a scheduled reminder with the right customer attached.

  • Tone presets + personalized "like me" voice
  • Smart templates for thank-yous and markdown alerts
  • "Remind me to text John tomorrow" — done, hands-free
AI compose — write in your own voice
Friendly Formal ★ Like me
Tom, real good seeing y'all today. That Montana's a sharp unit — I'll get you the best number I can. Call me anytime.
Inventory & buyer intent

See who actually wants which unit.

Your live inventory feeds in on its own — with the buyer signals most CRMs can't show you. Know how many people are viewing each RV and which units are pulling real leads, then turn a price drop into an instant, perfectly-timed reason to call.

  • Website views and lead count on every unit
  • Price-drop alert surfaces every customer who wanted that RV
  • Mass-email by stage from your own inbox; recent buyers auto-excluded
Inventory with views, leads, and price-drop alerts
2023 Brinkley Model Z
↓ $8,000
214 views 5 leads 3 wanted it
MP
TN
RT
Email all 3
Reporting & roles

Know exactly what's happening on the lot.

Managers see who's slow to reply, where leads really convert, and each rep's stage-by-stage book — by store or company-wide. Salespeople see only what they need.

  • Lead-source ROI: lead → quote → sold, plus cost per sale
  • Response leaderboards and dormant-lead alerts
  • Salesperson / manager / superuser roles with login-as
  • Mobile-ready for reps working the lot
Lead source · this month
Website17% close
RV Trader17% close
Walk-in45% close
AI lead recovery

The AI that works leads when they go quiet.

A lead goes cold and most CRMs give up. DealerPulse's assistant quietly takes over the follow-up — nurturing the lead in the rep's name, at the customer's most-active time — and hands it straight back the moment they reply.

  • Personalized, on-brand messages grounded in the full history
  • Sends as the rep, then steps aside the instant the customer responds
  • Per-customer on/off switch, with full manager oversight
Dormant Lead AI working a quiet lead
🤖
AI is working this lead
Nurturing Dave M. · quiet 34 days
Hi Dave — still thinking about that Grand Design? One just came in and dropped in price this week. Want me to send photos?
↩ Hands back to the rep the moment Dave replies
Team chat

Your whole team, in sync — without another app.

Messaging is built right in. Share a customer or unit card in one tap, get a sound and on-screen alert on every new message, and keep the back-and-forth that closes deals inside the CRM where the context already lives.

  • 1:1 and group chats with read receipts and typing indicators
  • Drop a customer or unit into a thread — tap to jump straight to it
  • Sound + popup alerts so nothing gets missed on a busy floor
Built-in team chat
JB
Can you pull the payoff on the Coleman?
ME
On it — sending the card 👇
TR
Tom & Patty Rogers
Quote · Montana 3941FB
My Day & snapshots

Everyone starts the day knowing the plan.

Each rep gets a personal "here's your day" recap every morning. Managers get a live store snapshot — units sold, pipeline, response times, lead sources, even who's on your website right now — and can push a team announcement the second you hit a win.

  • Personalized morning recap of tasks, appointments & deliveries
  • Live store snapshot and real-time website visitors
  • Team announcements with milestone celebrations
Daily store snapshot
Store snapshot · today
● 32 on site now
6
Units · MTD
3
New leads
4m
Avg reply
Customer experience

Give every customer a page of their own.

Each buyer gets a private, branded page that tracks their journey from first look to delivery day — then breaks into a celebration the moment their RV is sold. A premium touch that makes your dealership look polished and keeps customers engaged all the way through delivery.

  • Live progress pipeline in plain, friendly language
  • "Congratulations on your new RV!" with their unit on delivery day
  • Share the link in any text or email in one tap
The personalized customer page
Tom & Patty's RV
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🎉
Congratulations on your new RV!
2024 Montana 3941FB · Delivery Sat 10:00 AM

See every feature on your own lot.

A 20-minute walkthrough with your inventory and lead sources connected.

Book a demo See pricing