CDK CRM

CDK CRM is a comprehensive automotive customer relationship platform built to unify data, streamline workflows, and power smarter decisions across sales, service, and marketing. Backed by decades of dealer‑centric innovation and built on the Fortellis automotive commerce exchange, CDK combines deep integrations, AI‑enabled productivity tools, and real‑time insights to help dealerships grow lifetime value, engage customers meaningfully, and accelerate profitable outcomes.

Why Choose CDK CRM:

• Built‑in CDP & Unified Data Foundation: Centralizes customer information from every touchpoint into one actionable profile, breaking down silos and giving you a single source of truth for reporting, segmentation, and personalization.
• Customized Reporting & Analytics: Tailor dashboards and reports to surface the KPIs that matter most — from lead conversion trends to lifecycle revenue — enabling strategic decisions based on live data.
• Snowflake Data Share Support: Enables scalable, secure data sharing and analytics across platforms, giving dealers enterprise‑level insights into customer behavior and sales performance.
• OEM‑Specific Integrations: Deep connections with OEM systems help ensure compliance, deliver accurate incentives and loyalty messaging, and create smoother customer journeys from awareness to ownership.
• Inventory Feed Integrations: Syncs up‑to‑date vehicle data within CRM workflows to deliver accurate lead responses and simplify sales discussions, keeping your team aligned with what’s actually in stock.
• Integrated Phone System with Click‑to‑Call & Call Pops: Deliver seamless communication for sales and follow‑up by linking inbound/outbound calling directly into the CRM with screen pops, activity logging, and quick callbacks.
• “My Day” AI Summary & Writing Assistant: Built‑in AI helps reps start their day with an actionable snapshot of priorities and draft responses, saving time and improving consistency in customer outreach.
• AIVA (AI Virtual Assistant) for Lead Management: AI intelligently identifies, scores, and follows up with leads — automating routine touchpoints while still escalating high‑value opportunities to your team in real time.
• Embedded AI‑Enabled Video Tools: Empower sales teams to record, send, and track personalized video messages from within the CRM, enhancing engagement and building buyer trust.
• AI‑Enabled Equity Mining: Analyze service and ownership data to uncover upsell opportunities — like upgrades or trades — and target customers who are most likely to convert.
• Unified Communication Inbox: Brings email, SMS, calls, and campaign activity into one conversation thread so sales reps don’t lose context — improving responsiveness and accountability across departments.
• Embedded Full Marketing Suite: Coordinate automated follow‑ups, campaign triggers, and one‑to‑one messaging without leaving the CRM, helping dealers engage customers with timely, personalized outreach.
• Open, Agnostic Integration via Fortellis Marketplace: CDK CRM supports third‑party addons and integrations through the Fortellis Automotive Commerce Exchange ecosystem for extended capabilities and custom stack building.
• ADF/XML Lead Format Compatibility: Ingest leads from any provider using standard automotive feed formats, process them to the desk log, and assign them according to your workflow — ensuring consistent handling across sources.
• Service Scheduler Integration (Coming Q2 2026): A planned built‑in service scheduling connection will bring fixed ops workflows directly into CRM records, unifying service and sales data for deeper insight and action.

Connect every customer touchpoint and unlock more revenue with AI‑driven intelligence and seamless integration — schedule a CDK CRM demo today.