DealerCRM
Meet OliviaAI

Your best salesperson
never sleeps.

OliviaAI works every channel your customers and your team rely on — text, voice, video, email, web chat — both ways, both directions, all day, every day. Built into DealerCRM. Sounds like your dealership. Knows your inventory. Closes loops.

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Every channel · both directions

Five channels. One OliviaAI. Always on.

She answers. She reaches out. She follows up six months later. Same OliviaAI on every channel, same memory, same tone — and every conversation becomes a real customer record in your CRM the moment it starts.

Text & RCS

Inbound · outbound · branded

From your real number — and on RCS, with your dealership's name and logo on the thread, rich vehicle cards, and one-tap appointment confirms. Customer asks, OliviaAI answers in seconds.

See RCS on your phone →

Voice call

Inbound · outbound

She picks up live in her natural voice. She dials out on request. Hot lead, scheduled callback, after-hours overflow, a rep's missed call — she answers. There is no voicemail dead-end.

Video chat

Inbound · outbound

Show the unit. Walk the lot. Customer joins from a link, or OliviaAI invites them. Recorded, transcribed, summarized — into the profile.

Email

Inbound · outbound

Customer emails the store, OliviaAI replies on the right rep's behalf. Rep wants a recap sent? Done before they finish the sentence.

Web chat

On-site · in eBrochure

A real chat bubble on your dealership site and inside every eBrochure. Visitors get answers — and a customer record — without leaving the page.

Same OliviaAI on every channel. Same memory. Same tone. Same outcome.

Where she picks up first — and where she doesn't

OliviaAI takes first contact on the digital channels: a web form, an inbound phone call, an inbound text, a web chat, an email. That is where a customer arrives without a rep already standing there.

She does not greet your walk-ins. Someone from your team shakes that hand — that is your dealership, and it should stay that way. What OliviaAI does with a walk-in is everything after: the same-day thank-you, the follow-up that used to die on a sticky note, the check-in three months later. Your floor stays human. The follow-through stops being optional.

She doesn't wait

First contact. Follow-up. Re-engagement. OliviaAI moves first.

A reactive AI just answers what comes in. OliviaAI watches your whole book of business and reaches out before the customer does — at the moment that matters.

Cold outreach that doesn't feel cold

Lead list, lost showroom, old web form — OliviaAI opens the conversation, on the channel they prefer, with context they recognize.

Long-term follow-up, finally happens

"Three-month nurture" used to be a sticky note no one read. OliviaAI runs it for every customer in your CRM, every day, forever.

Trade equity & lease-end

She watches every customer's payoff, equity, and lease maturity. When the math works, she's the first to text them — with a real number, on your behalf.

Loyalty members, kept close

When your store runs a DealerCRM Loyalty program, OliviaAI welcomes new members, marks tier changes and anniversaries, and only ever speaks from verified member facts — never an invented balance.

Service due. Recall hits. RO closed.

She pings the customer, books the appointment, confirms the day-before, and follows up post-RO for the review. Your service drive runs full.

Life moments, remembered

Birthdays, anniversaries, delivery anniversaries, holidays. The notes your reps wished they had time to send — OliviaAI sends them.

Triggered by your team, too

"OliviaAI, text this whole list about the weekend tent sale." "OliviaAI, call back everyone who didn't show last Saturday." Reps point. She runs.

Every catalog you sell

OliviaAI knows what you sell — across twelve verticals.

Same OliviaAI. Same conversation. Every make, model, year, trim, floorplan, and spec your customers ask about — pulled from live, independently-compiled catalogs.

Automotive
Cars · SUVs · trucks
RV
Trailers · 5th wheels · motorhomes
Marine
Powerboats · yachts · PWC
Powersports
Motorcycles · ATV · UTV · snow
Commercial trucks
Medium & heavy duty
Outdoor power
Mowers · blowers · generators
Agriculture
Tractors · implements · skid steers
Construction
Excavators · loaders · dozers
Trailers
Cargo · utility · dump · equipment
E-bikes
Electric & pedal-assist
Golf carts
LSV · neighborhood · course
Mobile homes
Manufactured & modular

Browse the catalogs yourself at dealercrm.com/databases.

She thinks

The instincts of your best sales manager, applied to every customer at once.

She reads everything — calls, texts, emails — and turns it into the next move. Quietly, continuously, for thousands of customers in parallel.

Picks who to call next

For every customer in your CRM, OliviaAI decides the optimal next contact — timing, channel, reason — based on activity history, buying signals, and your sales process.

Catches the buying signal

She reads call transcripts, emails, and texts for urgency, questions left unanswered, and intent — and bumps that customer to the top of someone's day.

Watches every live call

The operator-panel co-pilot listens to every active call across your dealership and silently surfaces frustration, hot opportunities, and missed routing to the operator — without interrupting.

Tags every conversation

Sales. Service. Parts. Body shop. F&I. Every inbound and outbound communication gets classified by department and intent — so dashboards split clean and routing is automatic.

Adds vehicles of interest as she goes

"I'm looking at a Sahara 4xe under $50k." OliviaAI catches the year, model, trim, and budget in passing — and puts it on the customer's profile.

Matches new arrivals to old wishlists

Every unit that hits your lot gets scored against every active customer wishlist. When the fit is right, OliviaAI tells the rep — and tells the customer.

Finds duplicates your team can't

She clusters likely-duplicate customer records and recommends a merge plan — master, point person, field-by-field. Your team confirms. The database cleans itself.

Writes the relationship summary

A live paragraph on every customer profile that rewrites after every interaction. Your sales managers know exactly who they're walking up to — in five seconds.

Summarizes every call & lead

Every call: full transcript + 2-3 sentence summary. Every inbound lead: 5-line brief with recommended next step. Attached to the record before your rep gets to the desk.

She does the work

Every task your reps say they'd do "if they had time."

Drafts every reply

Inbound text. Inbound email. Pre-written for the rep to send in one tap — or sent autonomously when the rep says so.

Briefs the call before it dials

Before any outbound OliviaAI call, she generates a call-prep — what's this about, what's the last interaction, what's the ask. Reps get the same briefing if they prefer to make the call themselves.

Responds to Google & Facebook reviews

Tone-matched, personalized, on-brand. The 5-star reviews get thanks. The 1-star reviews get a calm, sincere reply that opens a path back.

Reads every inbound lead email

ADF XML, HTML, plain text — from AutoTrader, CarGurus, your website. She pulls out customer, vehicle of interest, trade, financing, intent, and hands the routing engine a clean lead.

Types your appointments & tasks

"Tomorrow 2pm test drive for Latman." "Follow up with the Smith family Friday." OliviaAI parses it, puts it on the right calendar, with the right customer. Or skip the back-and-forth entirely: every rep has a self-scheduler link where the customer picks a time against real availability, and the appointment books itself.

Reads driver's licenses, W-2s, insurance

Customer portal uploads scanned, OCR'd, structured. SSNs never stored full — last-4 only. F&I gets clean data; nobody types it twice.

Converts your forms to templates

Upload your dealership's existing PDFs and scans. OliviaAI reads them with vision, builds HTML versions, and auto-maps every merge field to deal data.

Identifies the unknown caller

First call from a new number — OliviaAI runs a reverse lookup, surfaces the name, and starts a real customer record before the call ends.

Hands off when she shouldn't decide

Financing math, exact tax, complex trade — she stops, books the right person, and writes the rep a note on what's coming.

She makes the content

Marketing copy your team would never have time to write.

Writes a description for every unit

Every inventory unit and every eBrochure gets a punchy 2-3 sentence sales-grade description from OliviaAI. No more "see specs below."

Builds the comparison, and sends it

Line up 2–5 units side by side — your inventory or any catalog unit — with a clean spec table and a real recommendation paragraph: "if you tow a 5,000 lb trailer four times a year, the Rubicon Diesel is the call." Out by email, text, link, or PDF in one move. Build it from the customer card, or just ask her.

Narrates inventory videos

Drop a unit's photos and specs in. OliviaAI writes a scripted walk-around your AV team can record, or that runs as text-to-speech for the showcase video.

Generates images from text

"Put stock #22343 on a beach." "Logo on a banner ad for the weekend sale." OliviaAI makes the image, you publish it.

Captions every media file

Every image and video in your media library gets an OliviaAI-generated description via vision. Findable, searchable, SEO-ready.

Sends eBrochures with chat built in

Real product page for a real unit — photos, specs, payment estimate — and OliviaAI is right there on the page if the customer has a question.

Sends the factory window sticker

"Can you send me the sticker on that one?" OliviaAI pulls the real OEM Monroney label by VIN — original MSRP, factory equipment, fuel economy, warranty — and sends it. The actual sticker for that exact unit, not a reconstruction.

She runs campaigns

"OliviaAI, text everyone who looked at a Wrangler last month."

Tell her what you want, in English. She picks the audience, writes the message, personalizes it for every customer, sends it on the channel each one prefers, and brings the replies back into your inbox.

1

Plain-English ask

"Text everyone with a lease ending in the next 60 days about the new 2026 lineup. Email them the brochure too."

2

She picks the audience

OliviaAI turns the sentence into real filters against your CRM, shows you the count, lets you preview the list, and waits for "go."

3

She personalizes each send

Every text, every email — personalized per customer based on their lease, vehicle history, name, rep relationship. Then she handles the replies.

Ask the database anything

The custom report your BI team said would take two sprints.

Type the question. She writes the query, builds the dashboard module, charts it, and saves it to your dashboards. In seconds.

Custom SQL from English

"How many deals did Sarah close in May with a trade?" OliviaAI writes the query, runs it safely against your CRM, returns the answer with the rows behind it.

Dashboard Studio — dashboards from a sentence

"Show me service revenue by advisor, last 12 months, weekly bars." In a two-pane builder you watch her work: OliviaAI queries your real data, picks the chart, builds the widget, and saves the dashboard. No SQL, no IT ticket, no BI queue.

Search the CRM in plain English

"Customers who test-drove a 4x4 but didn't buy in the last 90 days." She turns the phrase into the filter and surfaces the list.

Find the right unit, fast

"White SUV under $50k that seats seven and tows 5,000 lbs." OliviaAI parses, queries your inventory, returns matches with stock numbers ready to share.

Activity stream, narrated

Every event in your CRM gets a one-line OliviaAI summary, so your live activity feed reads like a story instead of a log.

Drill into any number

Click any KPI on any dashboard. OliviaAI hands you the exact customer cards behind it — already triaged, already routable.

She teaches

Your new hire trains themselves. OliviaAI is the instructor.

Most dealer software hands you a PDF and a login. DealerCRM has the manual built into the product — 15 categories, 90 topics, every one of them taught by OliviaAI on video.

75 lessons, on video

Every part of the product has a lesson inside the product. OliviaAI walks through it herself, with real screenshots of the real screen — not a slide deck someone made two versions ago.

Practice, then do it live

Each topic includes a click-through practice run, so a rep tries the workflow before they try it on a customer — then a link takes them straight into the live screen to do it for real.

Or just ask her

"How do I send a comparison?" Typed into chat, mid-shift, with a customer waiting. OliviaAI answers out of the same manual and points at the exact screen. Nobody waits on a trainer.

New capability ships with its lesson the same day it ships. The manual is never the thing that fell behind.

The platform

She isn't bolted on the side. She's standing inside the whole system.

The deal, the floor, the phone line, the contract, the app in your rep's pocket — one platform, so what OliviaAI learns on a phone call is already there when someone desks the deal.

Customer Snapshot

A plain-English read of where the relationship actually stands, sitting under the customer's name — on the profile, in the inbox, on the board, in search. Not a score nobody trusts. The two or three things that change what your rep says first.

Embedded credit

Prescreen or a full bureau pull without leaving the deal, and a consented pre-qualification a customer can start from an eBrochure. The result stays with the customer, permission-gated, and the finished application pushes on to the lender platforms your store already uses.

The Tower — live floor command

The floor log writes itself. Visits create and advance from appointment arrivals, license scans, and meetings, so managers stop chasing reps to log ups. Up rotation, TO dispatch to the right manager, and TV boards for the showroom.

In-house e-signature

Legally binding ESIGN/UETA signing with tamper-evident sealed PDFs and per-signer engagement tracking. Send it by email, text, or RCS. No per-envelope fees to a third-party signature vendor, because there isn't one.

A real phone — with your name on it

Every rep's dealership line is a softphone that rings on desktop and mobile, with live transfer, hold, and call flip between devices. Outbound shows your dealership's verified name instead of "Unknown Caller" — and the same verified identity carries onto your RCS threads.

Native iOS & Android

A real native app with OliviaAI on every screen — not a shrunk-down website. Scan a plate or a VIN, work the full customer record, answer an inbound call, snap a trade, push a deal. Your reps sell from the lot instead of walking back to a desk.

On the rep's wrist

DealerCRM Watch for Apple Watch and Wear OS: run the live meeting, log the test drive as it happens, mark it sold, and talk to OliviaAI — "text Peter I'm running ten minutes late" — with every message approved before it sends. Meet DealerCRM Watch →

Nothing sits unowned

A message from a number nobody recognizes lands in a shared queue every permitted rep can see, and the first one to take it owns it — cleanly, without two people replying at once. A thread with an owner stays with its owner.

Partner API for your other vendors

Call tracking, lead providers, appraisal tools, marketing platforms — the vendors you already pay for can push in and pull out through a scoped REST API with webhooks. You control the keys, each with its own scopes and expiry. Never direct database access.

Read the developer docs →

Try it on your own store first

A private practice dealership with realistic data and a working OliviaAI, isolated from everything. Desk a deal, text yourself as the customer, watch her answer. Hands on the real product before a signature — not a scripted demo driven by someone else.

Request a sandbox →

Automotive · RV · Marine · Powersports · Trucks · Equipment — one platform, one OliviaAI. The terminology, the catalogs, and the desking math adapt to the kind of store you run.

Where it lives

Built into the CRM your team already uses.

No parallel inbox. No separate "AI dashboard" no one looks at. Every text, call, video, email, and chat lands in the same customer profile, the same activity timeline, and the same lead reports your reps already work from.

On the customer profile

Every text, call, email, and chat in one unified activity timeline.
The relationship summary at the top — rewritten after each event.
Vehicles of interest, point of contact, scheduled follow-ups — all populated as OliviaAI talks.

In the unified inbox

OliviaAI threads sit alongside rep threads — same view, same tooling.
Reps can step in any time. OliviaAI yields cleanly mid-conversation.
Need-reply flag — so nothing falls through, AI or human.

On the My Day dashboard

Appointments OliviaAI booked appear on the rep's calendar.
Lead-to-rep routing — including round-robin, store coverage, after-hours rules.
Live "needs response" queue ranked by lead urgency.

In every report

Drill into any dashboard number and see the customer cards behind it.
OliviaAI activity is flagged so you can see what was human vs. AI.
Response-time leaderboards, conversion funnels, BDC effort — all measured the same way.
Promises

What OliviaAI will never do.

Make up information. If she doesn't know, she'll say so and log a follow-up.
Quote interest rates, APR, or money factors. Those are F&I's call — she defers cleanly.
Push or pressure. She never fishes for objections or upsells. Warm and direct only.
Text without consent. Every outbound channel respects the customer's opt-in and STOP requests.
Hide what she did. Every action is logged with timestamps and a "by OliviaAI" tag.
Reveal she's an AI from a specific vendor. She's OliviaAI from your dealership. That's it.

Talk to OliviaAI yourself.

Sample her live demo, or have OliviaAI call you from (424) 286-0110 when you want to ask about DealerCRM and voAIce like you would ask a salesperson.

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