DealerClick CRM

DealerClick CRM is a cloud-based lead and customer-management system aimed at independent auto, RV, and powersports dealerships. It suits stores that want lead follow-up tied directly to DealerClick’s dealership management modules. The strongest case is a unified dealership workflow; custom pricing and dependence on the DealerClick ecosystem are the main trade-offs.

Overview

The CRM consolidates inquiries from dealership websites, Facebook Lead Ads, phone calls, walk-ins, referrals, Autotrader, Cars.com, and CarGurus. For a dealership already running DealerClick DMS, its shared records for customers, deals, service, parts, and F&I can remove repeated data entry and keep sales and operational staff aligned.

DealerClick positions the product for retail, wholesale, buy-here-pay-here, lease-here-pay-here, leasing, and rent-to-own businesses. That breadth is useful for independent operators with varied revenue models, but the integration advantage is smaller for a store committed to another DMS.

Key features

Lead capture and routing

Multiple inbound sources feed one lead process, reducing the need to monitor separate marketplace and advertising queues. Round-robin assignment can distribute work evenly, while source-, vehicle-interest-, returning-customer-, and VIP-based rules support more deliberate ownership. Assignment logs and escalation for unacknowledged leads give managers a way to identify neglected opportunities.

Campaigns and pipeline

Audience segmentation and editable drip campaigns cover new customers, unsold leads, service reminders, lease-end contacts, and win-back efforts. These templates make the CRM relevant beyond the initial sale, although dealerships will still need to maintain audience rules and message content. Opportunity stages, conversion and win-rate analytics, and tasks triggered by assignments or stage changes connect follow-up activity to pipeline progress.

DMS, calendars, and mobile work

DealerClick DMS sharing is the product’s clearest operational differentiator for existing users. Google, Outlook, and iCal synchronization helps staff coordinate appointments. The mobile app supports contact search, call and text logging, credit applications with e-signature capture, and inventory checks on a phone or tablet, which fits salespeople working away from a desk.

Reporting and integrations

More than 50 pre-built reports, a drag-and-drop report builder, and real-time dashboards provide both ready-made monitoring and custom analysis. Additional connections include KBB pricing data, 700Credit, Experian, Equifax, TransUnion, Global Payments, and contract or titling providers such as Reynolds & Reynolds, Wolters Kluwer, Fairfax Imaging, DMV Desk, and CVR. SMS messaging and workflow automation are supported.

Security and onboarding

DealerClick describes end-to-end encryption for mobile SMS and email over any network. Its privacy policy also says absolute security cannot be guaranteed and that data may be processed outside a user’s jurisdiction, so dealerships with strict data-governance requirements should resolve those points contractually. A personalized demo and migration from a previous provider are offered; CRM onboarding is described as taking days to begin sending texts.

Pricing

DealerClick CRM uses paid, custom pricing. The maker describes a single low price and no long-term contracts, but no specific CRM amount is published. That can simplify a dealership-wide purchase when the quote fits, yet it prevents direct budget comparison and leaves seat, usage, renewal, and messaging terms to confirm during sales discussions. There is no free plan or published trial term to evaluate before requesting a quote.

Platforms

DealerClick CRM runs on Android, iOS, and the web. The mobile application covers core lookup, communications, applications, and inventory tasks, while browser access suits office and management work.

Who it's for

Choose it when you operate an independent auto, RV, or powersports dealership and want lead capture, automated follow-up, pipeline reporting, and DMS records in one DealerClick-centered environment. It is particularly relevant to stores handling multiple lead sources or financing and ownership models such as BHPH and LHPH. Buyers needing a transparent monthly price, a broad multi-DMS strategy, or firm jurisdictional assurances should compare alternatives first.

Pros and cons

Pros

• Broad lead intake: Website, social, phone, walk-in, referral, and major marketplace leads can enter one workflow.
• Accountable distribution: Several routing rules, assignment logs, and escalation help managers enforce response ownership.
• DealerClick DMS connection: Shared customer, deal, service, parts, and F&I data can reduce duplicate entry.
• Useful dealership reporting: More than 50 reports, custom report building, and live dashboards support operational oversight.
• Mobile selling tools: Staff can log calls and texts, capture e-signatures on credit applications, and check inventory from phones or tablets.

Cons

• Custom pricing: Without a published CRM rate or trial terms, budgeting and pre-purchase comparison are harder.
• Ecosystem dependence: The biggest efficiency gain favors dealerships already using DealerClick DMS.
• Privacy caveats: DealerClick does not promise absolute data security and may process data outside the user’s jurisdiction.

Alternatives

Browse Automotive CRM Software for a wider category comparison.

• MotorDesk is the better starting point for a published entry price, a free trial, and broad desktop and mobile platform coverage; its Starter plan costs £79 a month and is limited to five vehicles and one staff/email account.
• Dealer-Mate suits buyers wanting a free trial and cancellable cloud plans, including a 119.00 USD monthly option.
• Tekion ARC CRM is an alternative paid CRM available on Android, iOS, macOS, and the web.
• Vital Software is another paid option spanning Android, iOS, and web.
• DealerSocket CRM offers a paid CRM across Android, iOS, and web.
• PBS Systems v10 APEX is worth considering if you prefer a demo-led purchase and Android, iOS, API, and web access.
• VinSolutions is a paid alternative for Android, iOS, and web users.
• DealerPeak is another demo-request option with Android, iOS, API, and web support.

Verdict

DealerClick CRM is a strong fit for independent dealerships that already use, or are prepared to adopt, DealerClick DMS and need disciplined multi-channel lead handling with automation, mobile tools, and reporting. Its main reason to choose it is the connected dealership workflow; its main reason to look elsewhere is custom pricing combined with ecosystem and privacy considerations that require careful qualification.