Automating Auto Dealers

The Challenge: Independent and franchise dealers operate in a highly competitive, tightly regulated industry—navigating complex consumer credit laws, OFAC compliance, state taxes, registration fees, and vehicle financing. Dealers face: * A high risk of fraud, identity theft, and data breaches * Heavy use of personal identifying information (PII) * Disjointed operations due to reliance on multiple legacy or niche software systems * Costly, outdated, and error-prone legacy platforms

Objectives: To stay competitive, the dealership set clear transformation goals: * Unify core operations from internet leads, CRM, desking, service, and accounting. * Maximize customer engagement with modern communication tools. * Simplify processes across sales, service, and delivery. * Adopt workflow automation to drive operational excellence. * Enable digital retailing to meet modern buyer expectations.

The Solution: Autodeals Platform: The dealership adopted Autodeals, an all-in-one SaaS platform tailored for independent and franchise dealers. Key capabilities included: * Fully integrated CRM, digital retailing, lead routing, and messaging. * End-to-end deal management, contracting, service, and workflow automation. * Robust inventory, invoicing, and accounting modules. * Access to 50+ industry data feeds: vehicle history, valuations, service records, credit reports, payment processing, and more

Implementation & Timeline: Day 1: Platform activated and ready to work deals across all 50 states Week 1: Dealer forms and contract assessments completed Legacy data migrated and operational Accounting module reviewed and launched Days 2–4: Staff trained in sales, service, accounting, and management workflows Dealership fully operational with real-time reporting

Results: Results Dealer went live immediately—fully operational within days Replaced three software systems and eliminated the need for additional tools Management gained real-time visibility into deals, operations, and financials Sales and service teams adopted streamlined workflows, reducing errors and manual tasks