DealerClick CRM vs PBS Systems v10 APEX

DealerClick CRM is a cloud-based lead-management product integrated with DealerClick’s dealership management modules. It is designed for independent auto, RV, and powersports dealerships, including businesses using retail, wholesale, BHPH, LHPH, leasing, or rent-to-own models. Leads can come from websites, Facebook Lead Ads, calls, walk-ins, referrals, Autotrader, Cars.com, and CarGurus. Routing can use round-robin assignment, source, vehicle interest, returning-customer status, or VIP status; assignment logs and escalation help manage leads that go unacknowledged. The CRM includes opportunity stages, conversion and win-rate analytics, tasks triggered by assignments or stage changes, and editable drip campaigns for customer outreach. It can share customer, deal, service, parts, and F&I information with DealerClick DMS. Calendar sync covers Google, Outlook, and iCal. The mobile app supports contact search, call and text logging, credit applications with e-signature capture, and inventory checks. Reports include more than fifty pre-built options, a report builder, and real-time dashboards. Pricing is on request, and the maker offers data transfer from a previous provider.

PBS Systems v10 APEX is a dealership management platform covering accounting, sales, service, parts, CRM, and a Digital Service Suite. Sales tools include digital quoting and deal setup, financing, CRM follow-ups, and mobile e-signatures saved in electronic deal jackets. Service features include online appointment booking, technician dispatch, automated reminders, and recommendations based on vehicle history and condition. Accounting includes live financial data, accounts payable workflows, executive reporting, commission management, budgeting, and forecasting. The parts module shows technicians live inventory and tracks turnover to help avoid stockouts. CRM includes predictive marketing to identify vehicles due for service and internal lead-generation tasks for sales opportunities. The Digital Service Suite describes Tools On Demand as mobilized service software and Advisormatic as automation from arrival through the next booking. The partner program can provide API access or a two-way data interface for partner data requirements. PBS lists Android, iOS, web, and API access. Pricing is on request. Support is available on listed weekday and Saturday hours, with support centres closed Sundays; hours may change for recognized provincial, state, and national holidays. PBS says it serves more than 3,500 dealerships across North America and the Caribbean and supports all OEMs.