AI-Powered DMS Assistant — Create Deals, Run Reports, Manage Inventory by Voice

Create deals, generate reports, query inventory, decode VINs, and manage your entire CRM — just by talking to it. 27 integrated tools, zero learning curve.

Not a glorified search bar. The AI directly controls your DMS — creating deals, running queries, generating charts, and managing data in real-time.

Everything the assistant can do — no plugins, no add-ons, built in.

Try the AI assistant free — ask it to create a deal, generate a chart, or find anything in your CRM.

Key Features & Benefits

• Create deals via conversation — Tell the AI what deal to create — it fills out every field, selects deal type, navigates wizard steps, and generates documents.
• Select deal types & templates — AI picks the right deal type based on your natural language description and assigns the correct document templates.
• Auto-fill form fields — Set single or multiple CRM fields at once from natural language — customer info, vehicle data, pricing, all from a chat message.
• Navigate wizard steps — AI walks through each deal step automatically: customer info, vehicle selection, financing, documents, and submission.
• Generate & submit deals — One command to generate all documents and finalize the deal — the AI handles the entire workflow end-to-end.
• Deal intelligence — Search, filter, and analyze deals by status, date, price, agent, signatures — ask any question about your deals.
• Customer intelligence — Query customers by any field — find contacts, analyze purchasing patterns, and get instant customer stats.
• Inventory intelligence — Filter vehicles by price, year, make, fuel type, condition, odometer — find any vehicle in your stock instantly.
• VIN decode — Instant NHTSA decode with 100+ fields from any VIN — make, model, engine, safety equipment, and recall data.
• Dashboard KPIs — Get today, this week, this month, or this year stats in one command — revenue, deals closed, pipeline value.
• 20+ report types — Sales overview, revenue forecast, pipeline funnel, profit margins, agent performance, financing analysis, and more.
• Custom chart builder — 12+ chart types including bar, pie, radar, funnel, area, stacked — create any visualization from your CRM data.
• Agent performance tracking — Leaderboards, commission tracking, conversion rates, and comparative analytics for your entire sales team.
• Financing analysis — Cash vs financing breakdown, lender performance, monthly payment trends, and deal structure analytics.
• Inventory analytics — Turnover rate, aging analysis, most profitable vehicles, days on lot trends, and stock composition reports.
• Navigate anywhere — Jump to any of 40+ pages in the CRM — say 'Go to inventory' or 'Open reports' and the AI navigates instantly.
• Update records — Edit customer info, deal status, and inventory items via conversation — no need to find and click through forms.
• Compose emails — Draft and send emails to customers directly from the chat interface with AI-generated professional content.
• Scan VIN & ID — Open camera for barcode/VIN scanning or ID card OCR — the AI controls hardware features from chat.
• View deal PDFs — Open the PDF viewer for any deal document instantly — just ask the AI to show you a specific document.

Frequently Asked Questions