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SPECIFICTION
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DealerSocket CRM

dealersocket.com

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Spec score 7.6 #4 of 58 in Car Dealership Management Software

What it is

DealerSocket CRM centralizes dealership customer relationships across sales, marketing, service, and leadership workflows. The platform brings sales, service, desking, communications, data mining, and digital retail together, with tools for lead tracking and follow-up. Marketing uses a centralized customer database for automated communications across the customer lifecycle. Reporting includes enterprise-wide insights, real-time analytics, and customizable reports backed by Microsoft’s business intelligence engine; configurable dashboards and checklists let users tailor the CRM. Its Service Scheduler offers a mobile-friendly self-service appointment portal with automated confirmations and reminder texts, and exchanges appointment and service information in both directions with major DMS platforms. SocketCredit supports digital consent, disclosures, identity verification, and an audit log, and can send applications to lending portals including RouteOne and DealerTrack. DealerSocket describes OEM and industry-platform integrations, certified partner services, and APIs for leads, deal data, customer updates, call tracking, and activity updates. The web CRM is available alongside iOS and Android apps; Mobile CRM supports editing sales opportunities, tasks, and customer and inventory searches. Pricing is on request.

Spec sheet

Purpose
DealerSocket CRM is dealership software for managing customer relationships across sales, marketing, service, and leadership.Read 8 Oct 2026 · dealersocket.com
Integrations
The company describes integrations with OEMs and industry platforms, and its APIs support deal data, lead forwarding, activity updates, and call information.Read 7 Oct 2026 · dealersocket.com
Mobile apps
DealerSocket says its Mobile CRM is available on iOS and Android and supports sales opportunity editing, tasks, and customer and inventory search.Read 7 Oct 2026 · dealersocket.com
Security
DealerSocket’s published service terms say it will implement reasonable and appropriate measures designed to secure customer data against unauthorized third-party access.Read 7 Oct 2026 · dealersocket.com
Support
DealerSocket lists CRM support at (877) 751-0403 and [email protected].Read 8 Oct 2026 · dealersocket.com
Headquarters
Westlake, Texas, United StatesRead 28 Sep 2026 · dealersocket.com
APIs
DealerSocket documents inbound and outbound APIs for workflows including lead forwarding, customer updates, call tracking, and deal data transfer.Read 8 Oct 2026 · dealersocket.com
Certified partners
DealerSocket lists certified integration partners across categories including credit, CRM, marketing, communications, and DMS.Read 8 Oct 2026 · dealersocket.com
Company history
DealerSocket said in 2018 that it had been operating for 17 years and was founded by Jonathan Ord and Brad Perry, indicating a founding year around 2001.Read 7 Oct 2026 · dealersocket.com
Core capabilities
The CRM brings sales, service, desking, communications, data mining, and digital retail together in one platform.Read 7 Oct 2026 · dealersocket.com
Credit and compliance
SocketCredit supports digital consent, disclosures, identity verification, and an audit log for credit processing.Read 8 Oct 2026 · dealersocket.com
Customer management
The CRM centralizes customer management and combines sales, service, desking, communication, data mining, and digital retail tools.Read 8 Oct 2026 · dealersocket.com
Customization
Users can tailor the CRM with configurable dashboards and checklists.Read 7 Oct 2026 · dealersocket.com
DMS integration
The Service Scheduler exchanges appointment and service information with major DMS platforms in both directions.Read 8 Oct 2026 · dealersocket.com
Intended customers
DealerSocket describes its CRM as serving franchise and independently owned dealerships.Read 8 Oct 2026 · dealersocket.com
Lead management
Lead management tools track leads and support follow-up intended to improve closing rates.Read 8 Oct 2026 · dealersocket.com
Lending integrations
SocketCredit can pass credit applications to lending portals including RouteOne and DealerTrack.Read 8 Oct 2026 · dealersocket.com
Marketing
Its marketing capabilities use a centralized customer database and automated, insight-driven communications across the customer lifecycle.Read 7 Oct 2026 · dealersocket.com
Mobile CRM
The company says its Mobile CRM is available on iOS and Android and supports sales teams across devices.Read 8 Oct 2026 · dealersocket.com
Pricing availability
The CRM page directs prospective customers to speak with an expert and does not display a price.Read 7 Oct 2026 · dealersocket.com
Privacy and security
DealerSocket's privacy policy says it uses security measures to prevent unauthorized access or disclosure and limits personal-data access to people with a business need.Read 8 Oct 2026 · dealersocket.com
Reporting
It provides enterprise-wide insights, real-time analytics, and customizable reports backed by Microsoft’s business intelligence engine.Read 7 Oct 2026 · dealersocket.com
Service scheduling
The Service Scheduler lets customers create and manage appointments through a mobile-friendly self-service portal, with automated confirmation and reminder texts.Read 8 Oct 2026 · dealersocket.com
Support contact
The CRM support page lists phone support at (877) 751-0403 and an email contact.Read 7 Oct 2026 · dealersocket.com
Who it serves
The CRM is presented for franchise dealerships, independent and BHPH dealers, and dealership groups.Read 7 Oct 2026 · dealersocket.com

Strong points and limits

Strong points

  • Combines sales, service, desking, and digital retail
  • Real-time analytics and customizable reports
  • Mobile CRM supports opportunity editing and inventory search
  • Service Scheduler exchanges information with major DMS platforms
  • SocketCredit supports consent and identity verification

Limits

  • Pricing is available on request
  • No free plan or trial is listed
  • Mobile CRM is listed for iOS and Android

Who it suits

DealerSocket CRM is presented for franchise and independent dealerships, BHPH dealers, and dealership groups. Its mobile CRM and dealership-specific service, lending, and DMS workflows may suit teams using those capabilities.

Verdict

DealerSocket CRM brings dealership customer, sales, service, and marketing workflows into one platform, with mobile apps and dealership-focused integrations. Prospective customers must request pricing.

Where Specifiction places it

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