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V2.3 — Dealer Operating System

The intelligence layer your DMS can't be.

17 modules. 5 DMS integrations. SMS with AI context memory. The operating system that every dealer interaction runs through.

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17
Connected Modules
5
DMS Platforms
SMS
AI Context Memory
X-Ray
Deal Intelligence
White-Label Everything — Your Brand, Your Platform
Logo · Colors · Exports · Customer Views
Universal Integration Layer
Platform Architecture

Built in concentric circles.
Every circle ships.

Each phase is a product. A dealer can start paying at Phase 1 and get more value at each phase. We're never 6 months from revenue.

01
Core Shell
Auth, dashboard, inventory, CRM, deal desking
Phase 1
02
Deal Intelligence
Health Score, Profit Sim, F&I, worksheets
Phase 2
03
Integration
5 DMS adapters, deal jacket, compliance, lender
Phase 3
04
Communication
SMS messaging, context memory, opportunity mining
Phase 4
05
Dealer OS
Service advisor, multi-rooftop, group intelligence
Phase 5

The DMS is the plumbing · DDP is the brain · Messaging is the nerve system

17 Modules

Every module a dealer needs.

Organized into six layers. Each module connects through the event bus. Real-time updates across every screen.

Inventory Intelligence
Age heatmap, break-even analysis, DMS sync status. Know exactly what's sitting and what's moving.
Pro
Deal X-Ray Mode
Three modes: Internal (full margin view), Customer (transparent pricing), Manager (strategic view with recommendations).
Pro
Profit Simulator
What-if sliders with live P&L. Slide rate, term, down payment, and watch gross change in real time.
Pro
AI Deal Health Score
Real-time scoring with AI recommendations. Every deal gets a health gauge — green, yellow, or red — with specific actions to improve it.
Pro
Opportunity Mining
AMM + DMS equity data surfaces high-intent leads with actionable playbooks. Automated assignment rules route opportunities to the right rep.
V2.3 New
Deal Friction Score
Identifies exactly where deals slow down. Time-in-stage tracking pinpoints bottlenecks across your sales process.
V2.1
True Cost to Customer
Customer transparency metrics. Show them exactly what they're paying — builds trust, closes deals faster.
V2.1
Deal Velocity Analytics
Full velocity funnel — lead to desk to funded. See exactly how fast money moves through your store.
Enterprise
Profit Leakage Scanner
Weekly executive report identifying where gross is escaping. Pack miscalculations, missed F&I, rate markup gaps.
Enterprise
SMS Messaging
2-pane messaging interface with templates, media sharing, and conversation tagging. Twilio-powered, TCPA compliant.
V2.3 New
Context Memory
AI extracts structured context from every message. Intent, budget, timeline, objections — follows the customer across every department.
V2.3 New
Last 5 Key Facts
Compact card visible across CRM, Deal Desk, and Service showing the five most recent actionable facts about any customer.
V2.3 New
Lender Optimization
Lender profiles with auto-rules and DMS sync. Match the deal to the best lender automatically.
Enterprise
Digital Deal Jacket
Complete audit trail + messaging history integration. Every pencil, every message, every approval — all in one place.
Enterprise
Compliance Guard
Automated compliance checks on every deal. Flags triggered, resolved, tracked. Full audit trail.
Enterprise
Multi-Rooftop Dashboard
Cross-DMS analytics and leakage reports. See every store, every metric, one screen.
Enterprise
Service Advisor Dashboard
Appointments, ROs, alerts, and trade eligibility. The advisor sees everything they need to convert service visits into sales opportunities.
V2.3 New
Service Manager View
Advisor KPIs, conversion pipeline, and workload balancing. See who's converting and who needs coaching.
V2.3 New
Service-to-Sales
Repair vs. replace triggers, hand-off workflows, and revenue attribution. Turn a $3K repair estimate into a sales opportunity.
V2.3 New
White Label Mode
Full brand customization — logo, HSL color system, Google Fonts, corner styles, font sizes. Every export carries your brand.
Enterprise+
Universal Integration Layer
5 DMS platform adapters with a unified API. CDK, Tekion, DealerTrack, DealerSocket, PBS. Bidirectional sync.
All Tiers
Group Intelligence
Cross-store analytics, leakage reports, and service-to-sales revenue tracking for multi-rooftop dealer groups.
Enterprise+
Deal Intelligence

Deal X-Ray
sees everything.

Three viewing modes for three audiences. Internal shows full margin. Customer mode shows transparent pricing. Manager mode adds AI recommendations.

AI Deal Health Score with real-time gauge
Profit Simulator with what-if sliders
Reverse calc: target payment → required down
F&I products panel with running totals
Pack logic: Invoice Plus with 6 cost components
Internal
Customer
Manager
$4,287
Front Gross
$2,150
Back Gross
$6,437
Total Gross
Deal Health
● 78 — Good
AI Recommendation: Add VSC at $1,895 and bump rate 0.5% to improve total gross by $2,370 without changing customer payment more than $18/mo.
Communication

SMS + Context
Memory.

Every text message creates structured context that follows the customer across Sales, BDC, Service, and Finance — eliminating the "tell me again" problem.

2-pane messaging with conversation threading
AI extracts intent, budget, timeline, objections
Thread summaries auto-generated every 3 messages
Last 5 Key Facts card visible everywhere
TCPA compliant with opt-out tracking
Hey, I'm interested in that blue X5 you have on the lot. My lease is up in 3 months.
Hi Sarah! That's our 2026 X5 xDrive40i — great choice. Would you like to come in for a test drive this week?
Yes! I'm trying to stay under $750/mo. Also have a 2023 X3 to trade.
AI Context Memory — Auto-Extracted
Intent: Buy · Vehicle: 2026 X5 xDrive40i (Blue)
Budget: Under $750/mo · Timeline: 3 months
Trade: 2023 X3 · Current: Lease ending
Stage: Qualified · Next: Schedule test drive
Universal Integration Layer

One API. Five DMS platforms.

Bidirectional sync. Webhook support. Conflict resolution. DDP adapts to your DMS — not the other way around.

CDK Global
Fortellis marketplace integration
Bidirectional
Tekion
Cloud-native REST API
Bidirectional
DealerTrack
Opentrack + custom adapter
Bidirectional
DealerSocket
DCP protocol adapter
Bidirectional
PBS Systems
Partner Hub integration
Bidirectional
Pull
Normalize
Enrich
Push
White-Label

Looks like your system.
Because it is.

Every dealer gets their own branded experience. Logo, colors, tagline, exports — all yours.

Metro Motors
Export
Vehicle
MSRP
Term
24
36
48
Monthly Payment
$487
/month
Due at signing$2,495
Total cost$20,027
Residual58%
HSL color system
Google Font picker
Branded exports
Customer-facing views
Free Tools

Payment calculators
for every scenario.

No login. No gimmicks. Dealer-grade math you can actually trust.

Lease Payment Estimator

Estimate your monthly lease payment based on vehicle price, residual, and money factor.

APR ≈ 6.00%

Estimated Monthly Payment
$836
per month · before fees
$564
Depreciation
$199
Rent Charge
$72
Monthly Tax

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Finance Payment Estimator

Calculate monthly payments on a financed vehicle purchase.

Estimated Monthly Payment
$1,007
per month
$51,465
Amount Financed
$8,939
Total Interest
$60,404
Total Cost

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Lease vs Finance Comparison

See both options side-by-side with the same vehicle.

Lease
$700
Term36 mo
Residual$29,700
Total Cost$28,204
Walk away36 mo
Finance
$957
Term60 mo
Interest$8,416
Total Cost$60,416
Own it60 mo

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Security & Compliance

Enterprise-grade by design.

SOC 2 compliant. Role-based access. Encrypted at rest. Compliance Guard monitors every deal.

Manual review & approval
SOC 2 compliant
6 user roles (RBAC)
Encrypted at rest
Compliance Guard
Monthly key rotation
Who It's For

Built for every type of dealership.

Franchise Dealers
Full-brand desking without OEM lock-in
Independent Used
Professional tools without enterprise contracts
EV-Focused Stores
Built-in EV ownership intelligence
Luxury & Performance
Premium presentation for your showroom
Multi-Rooftop Groups
One engine, different skins per store
Service-Forward
Convert fixed ops into sales opportunities
Pricing

Transparent pricing. Real value.

Per-rooftop monthly. Annual discounts available. Manual approval required.

Starter
Starter
$199/mo per rooftop
3 users · 1 DMS · Pull only
Dashboard + Inventory + CRM
Deal Desking with X-Ray
Pencil / Worksheet generation
White-label basics
Apply Now
Most Popular
Pro
Pro
$499/mo per rooftop
10 users · Up to 3 DMS · Bidirectional
Everything in Starter
AI Deal Health + Profit Simulator
SMS Messaging + Context Memory
Opportunity Mining
Store Analytics
Apply Now
Enterprise
Enterprise
$999/mo per rooftop
Unlimited users · All 5 DMS · Webhooks
Everything in Pro
Multi-Rooftop Dashboard
Service Advisor Module
Compliance Guard + Deal Jacket
Group Intelligence + Leakage Reports
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SMS + Context Memory
+$149/mo · 1,000 msgs included
AMM Opportunity Mining
+$249/mo · Requires AMM license
Service Advisor Module
+$199/mo per rooftop

Ready to run your
dealership smarter?

Manual review. Approved dealerships only. Setup assistance included. Dedicated onboarding for every store.

Reviewed within 1–2 business days