DealerSocket CRM centralizes dealership customer relationships across sales, marketing, service, and leadership workflows. The platform brings together sales, service, desking, communications, data mining, and digital retail, alongside lead tracking and follow-up tools. Marketing uses a shared 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 system. The mobile CRM is available on iOS and Android, with tools to edit sales opportunities, manage tasks, and search customers and inventory. Service Scheduler offers a mobile-friendly appointment portal with automated confirmations and reminders, and exchanges service and appointment information both ways with major DMS platforms. SocketCredit supports digital consent, disclosures, identity verification, and an audit log, and can pass applications to lending portals including RouteOne and DealerTrack. DealerSocket describes OEM and industry integrations, certified partners, and APIs for deal data, lead forwarding, customer updates, calls, and activities. Pricing is available on request.
Who it is for
DealerSocket CRM is presented for franchise and independent dealerships, BHPH dealers, and dealership groups that want connected customer workflows.
What is good
- Combines sales, service, and digital retail tools.
- Reports include real-time analytics.
- Mobile CRM supports opportunity edits and task management.
- Service Scheduler exchanges information with major DMS platforms.
What to know first
- The CRM page does not display a price.
- The listed mobile CRM is limited to iOS and Android.
Verdict
DealerSocket CRM brings dealership sales, service, marketing, and customer-management capabilities into one platform. Prospective customers need to request pricing rather than compare a published price.
Compared on automotive CRM software
- DMS integration
- Yes
- Lead routing
- Yes
- SMS messaging
- Yes
- Workflow automation
- Yes
- Mobile app
- Yes
- Lead source capture
- Yes
