CRM Integration Partners
DealerPeak
DealerSocket
DriveCentric
Fortellis/eLead
Momentum
PBS
Tekion APC
VinSolutions
Key Data Entities
1. Customer Data
Personal information (name, contact details, preferences)
Lead source and attribution
Communication history and preferences
Customer journey status and stage
2. Lead Data
Lead source information
Interest level and vehicle preferences
Follow-up requirements and timing
Sales representative assignments
3. Deal Data
Deal stage and status
Customer and vehicle information
Financial details and preferences
Timeline and milestone tracking
4. User/Employee Data
Sales representative information
CRM user mappings
Permissions and access levels
Performance and activity tracking