Leads, floor traffic and appointments
Work internet inquiries, phone opportunities and showroom visits in their respective workflows. Customer ownership and appointment activity keep the next handoff connected to the relationship.
The aiVenta platform
Automotive CRM features built around the work of a dealership.
Follow one customer from the first inquiry to the next ownership opportunity. aiVenta connects the people, conversations, vehicles and decisions that move that relationship forward.
Walk through the platform Explore the workflows01 / Sales execution
Start with the customer. Keep the next move close.
An inquiry should lead to a clear owner, a relevant response and a visible next step.
The customer record
Review communication history, tasks, vehicle interest and lifecycle context together. Prepare SMS, email and calls with the story already in view.
Next Play intelligence
Customer summaries, priority signals and explained recommendations help the team decide what to do and what to say next.
Explore Next Play →02 / BDC and AI follow-up
Cover the work between the first response and the next conversation.
The BDC manager view brings together missing first responses, replies waiting on staff and engagement gaps. Inspect the customer behind the exception and focus coaching on the next useful action.
- VentaSideKick discovers and qualifies opportunities for contextual reactivation.
- Lead Drip supports persistent journeys for eligible aging leads.
- Campaigns and Autopilot provide distinct outreach workflows with their own operating controls.
03 / Leadership visibility
Ask better questions. Open the evidence.
Ask Venta
Investigate operating questions, inspect supported evidence and organize prioritized work into missions. Automatic execution is limited to supported internal follow-up tasks.
Meet Ask Venta →Dealership reporting
Review lead handling, appointments, campaigns and traffic. Drill from selected metrics into customer evidence and continue into the customer record.
Explore reporting →Group and store scope
Authorized leadership can review broader performance while store teams work within their assigned access. Scope and date selections give reporting its operating context.
04 / Inventory, desk and ownership
Carry the relationship beyond the lead queue.
Inventory and DealDesk
Use inventory context alongside retail, finance, lease and cash scenarios. Work trade and fee inputs, review applicable uploaded programs, save drafts and share a proposal worksheet.
Customer portal
Customer proposal links connect payment choices, documents, messages and delivery preferences. Trade appraisal intake supports photos, advisor and manager alerts, and completed appraisal values.
Vehicle Exchange
Give the service-to-sales team a dedicated workflow with assignments, customer activity and performance visibility.
Explore Vehicle Exchange →The foundation underneath
Customer context needs operating controls.
Role-based access, store scope, customer record governance, communication permissions and reviewable activity support the connected workflow. AI execution settings vary by product and program.
Review security and controls →Plan around your actual environment.
Bring your lead sources, inventory feeds, DMS requirements and reporting needs to the walkthrough. Connection and migration requirements are evaluated for your deployment.
See aiVenta through your team’s day.
Choose a salesperson, BDC manager or dealer group workflow for your demo.
Book your product walkthrough