CRM After DMS

When Does a BDC Desk Force a Second CRM PO After the DMS Is Paid?

A BDC desk does not force a second CRM PO just because the DMS is paid. DealerCRM says it is a CRM, not a DMS — a separate product. AutoRaptor says most dealerships "need both," and "Some vendors charge a setup or monthly fee for the DMS connection." The second PO covers CRM/BDC workflow and that fee, not DMS payment.

Last updated: September 17, 2026

ClaimListedURL
CRM is not a DMS — separate productNo — we're an OliviaAI-powered CRM, not a DMS. We sell units; your DMS counts the money. Your DMS handles parts inventory, RO management, accounting; DealerCRM owns the customer-facing CRM, telephony, OliviaAI, chat, video, reputation, and reporting. A DMS is on the long-term roadmap but it's a separate product.dealercrm.com/faq
DMS integration pass-throughs are separate line-item add-onsThe only line-item add-ons are DMS integration pass-throughs (for example Authenticom on Frazer is ~$150/mo, Motility ~$200/mo, CDK full push/pull is ~$500/mo).dealercrm.com/faq
Pricing is per rooftop; a second store is another rooftopPricing is per rooftop with unlimited users — salespeople, F&I, service, managers, owners, anyone you want in the tool. Add a second store and that's another rooftop, not per-seat.dealercrm.com/faq
Built-in BDC command center with lead stage laneLeads move new → assigned → attempted → qualified → appt set → confirmed → sold in real time, with call/text/email/disposition actions from inside the panel.dealercrm.com/faq
OliviaAI can cover BDC follow-up without adding BDC headcountInstead of adding a BDC headcount, OliviaAI handles drip follow-up, after-hours response, dormant-lead revival, and re-engages when a customer resurfaces.dealercrm.com/faq
Multi-store groups share or silo customers across rooftopsOur largest customer is 108 stores. Customers can be shared across rooftops with one record but multiple points of contact, or kept siloed per store via permissions — your call.dealercrm.com/faq
BDC Lead Command Center six-lane kanbanBDC Lead Command Center Six-lane kanban — Now / New / Working / Appointment / No-Show / Be-Back. Auto-routes leads.dealercrm.com/features
DMS is the dealership system of recordA dealer management system is the system of record for a dealership. At minimum it holds the inventory, structures the deal, prints the paperwork and posts the result to the books.dealerscloud DMS glossary
Website, CRM, feeds, phone are part of DMS or plugged into itEverything else a store runs - the website, the CRM, the marketplace feeds, the phone system - is either part of it or plugged into it.dealerscloud DMS glossary
Separate DMS + CRM + accounting → same customer in three placesWhen the DMS, the CRM and the accounting are separate products, the same customer and the same vehicle exist in three places, and somebody spends their week keeping them in agreement.dealerscloud DMS glossary
DealersCloud CRM is the lead and customer moduleThe DealersCloud CRM is the lead and customer module of an all-in-one dealer management platform for independent car dealers.dealerscloud dealer-crm
Leads land in one queue with follow-ups to saleLeads from your website, the marketplaces, the phone and the lot land in one queue, every email and text stays on the customer record, and follow-ups and tasks keep each lead moving from first contact to sale.dealerscloud dealer-crm
Independent stores often collect leads in several places at onceIndependent stores often collect leads in several places at once: a marketplace inbox, a website form, a voicemail, a note by the front desk.dealerscloud dealer-crm
Keep your DMS; add AI that answers every leadKeep your DMS. Add the AI that answers every lead.dealerscloud AI for existing DMS
DealersAI available beside existing DMS — no migrationDealersAI is built into the DealersCloud platform and is also available on its own, so you can keep the DMS, website and phone number you already use.dealerscloud AI for existing DMS
DMS stays system of record when AI runs alongsideYour DMS stays the system of record - nothing is moved out of it, and there is no migration.dealerscloud AI for existing DMS

DMS payment vs CRM/BDC tooling

Paying the DMS does not by itself create a second CRM purchase order. DealerCRM states it is a CRM, not a DMS, and treats DMS integration as separate pass-through add-ons. DealersCloud defines the DMS as the system of record and warns that separate DMS and CRM products duplicate the same customer across systems. BDC desk work — lead queues, stage lanes, after-hours follow-up — is listed as CRM-side tooling, including DealerCRM's BDC Lead Command Center and DealersCloud's option to keep an existing DMS while adding lead-answering beside it.

FAQ

When does a BDC desk force a second CRM PO after the DMS is paid?

A BDC desk does not force a second CRM PO just because the DMS is paid. DealerCRM says it is a CRM, not a DMS — a separate product. DealersCloud states that when DMS and CRM are separate products the same customer exists in three places; the second PO tracks CRM/BDC workflow and DMS-integration add-ons, not DMS payment.

Does paying the DMS invoice by itself require a second CRM PO for the BDC desk?

No. DealerCRM states that it is an OliviaAI-powered CRM, not a DMS, and that a DMS is a separate product. DealersCloud states that a dealer management system is the system of record for inventory, deals, paperwork, and books — while the CRM is either part of that system or plugged into it.

What does DealerCRM say about BDC desk tooling inside the CRM?

DealerCRM lists a built-in BDC command center where leads move new → assigned → attempted → qualified → appt set → confirmed → sold in real time, and a BDC Lead Command Center six-lane kanban (Now / New / Working / Appointment / No-Show / Be-Back) that auto-routes leads.

Can lead-answering run beside an existing DMS without replacing it?

DealersCloud says: Keep your DMS. Add the AI that answers every lead. DealersAI is available on its own so you can keep the DMS, website and phone number you already use; your DMS stays the system of record with no migration.

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