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DealerClick CRM
What it is
DealerClick CRM is a cloud-based lead-management product integrated with DealerClick’s dealership management modules. It is made for independent auto, RV, and powersports dealerships, including those using retail, wholesale, buy-here-pay-here, lease-here-pay-here, leasing, or rent-to-own models. It can collect leads from websites, Facebook Lead Ads, calls, walk-ins, referrals, Autotrader, Cars.com, and CarGurus, then route them by source, vehicle interest, customer status, or other listed criteria. Dealerships can manage opportunities through pipeline stages, use assignment- or stage-triggered tasks, and build segmented drip campaigns for customer follow-up. CRM and DMS data can be shared across customer, deal, service, parts, and F&I records. The mobile app supports contact search, call and text logging, credit applications with e-signature capture, and inventory checks. Reporting includes real-time dashboards, more than fifty pre-built reports, and a report builder. The product is available on Android, iOS, and web, with pricing on request.
For and against
For
- Captures leads from multiple dealership and third-party sources.
- Offers routing rules and escalation for unacknowledged leads.
- CRM and DMS share customer and operational information.
- Mobile app supports credit applications with e-signature capture.
- Includes real-time dashboards and more than fifty pre-built reports.
Against
- Pricing is available only on request.
- DealerClick cannot guarantee absolute personal-data security.
- Data may be processed outside the user's jurisdiction.
The verdict
DealerClick CRM combines lead capture, routing, campaigns, and pipeline tools with integration to DealerClick DMS. Dealerships considering it should request pricing and review its stated data privacy limitations.
Who it suits
It suits independent auto, RV, and powersports dealerships that need lead routing, follow-up campaigns, and pipeline management. The mobile app may also suit staff handling customer and inventory tasks on a phone or tablet.
On the record
- Calendar integrations
- The CRM page states that calendars sync with Google, Outlook, and iCal.dealerclick.com · read 9 Oct 2026
- Campaigns
- The CRM supports customer segmentation and editable drip campaigns, A/B testing, and per-email open, click, and conversion reporting.dealerclick.com · read 9 Oct 2026
- Company
- The site identifies Pacific Marketing Inc. as the company and gives its address as 20250 SW Acacia St, Newport Beach, CA 92660.dealerclick.com · read 9 Oct 2026
- DMS integration
- The CRM page says customer, deal, service, parts, and F&I information is shared between the CRM and DealerClick DMS to avoid duplicate entry.dealerclick.com · read 8 Oct 2026
- Intended customers
- DealerClick says its software is made for independent auto, RV, and powersports dealerships, including businesses using retail, wholesale, BHPH, LHPH, leasing, or rent-to-own models.dealerclick.com · read 8 Oct 2026
- Intended users
- DealerClick describes its software as built for independent auto, RV, and powersports dealerships.dealerclick.com · read 9 Oct 2026
- Lead capture
- The CRM captures leads from dealer website forms, Facebook Lead Ads, showroom calls, Autotrader, Cars.com, and CarGurus.dealerclick.com · read 9 Oct 2026
- Lead routing
- Lead assignment options include round-robin rotation, source-based routing, vehicle-interest matching, returning-customer routing, and manager escalation for VIP leads.dealerclick.com · read 9 Oct 2026
- Mobile access
- DealerClick says its mobile app lets salespeople search contacts, log calls and texts, complete credit applications with e-signature capture, and check inventory from a phone or tablet.dealerclick.com · read 9 Oct 2026
- Other integrations
- The maker lists KBB pricing data, 700Credit, Experian, Equifax, TransUnion, Global Payments, and contract and titling providers including Reynolds & Reynolds, Wolters Kluwer, Fairfax Imaging, DMV Desk, and CVR.dealerclick.com · read 9 Oct 2026
- Pipeline and tasks
- A pipeline tracks opportunities by stage, highlights stalled deals, and can generate follow-up tasks automatically from assignments and stage changes.dealerclick.com · read 9 Oct 2026
- Pricing availability
- The maker’s pages reviewed describe a single low price and no long-term contracts but do not publish a specific CRM price.dealerclick.com · read 9 Oct 2026
- Privacy
- DealerClick's privacy policy says it cannot guarantee absolute security of personal data and notes that data may be processed outside the user's jurisdiction.dealerclick.com · read 8 Oct 2026
- Product
- DealerClick CRM is a cloud-based customer relationship and lead management system integrated with DealerClick’s dealership management modules.dealerclick.com · read 9 Oct 2026
- Reporting
- The CRM page describes more than fifty pre-built reports, a drag-and-drop report builder, and real-time dashboards.dealerclick.com · read 9 Oct 2026
- Reports
- The CRM page describes more than fifty pre-built reports and a drag-and-drop report builder, with real-time dashboards.dealerclick.com · read 8 Oct 2026
- Security
- DealerClick says its mobile management supports SMS and email securely over any network with end-to-end encryption; its privacy policy says it cannot guarantee absolute security.dealerclick.com · read 9 Oct 2026
- Support and migration
- DealerClick offers a personalized demo and says it can transfer data from a previous provider, with CRM onboarding described as taking days to start sending texts.dealerclick.com · read 9 Oct 2026
The review
DealerClick CRM is a cloud-based lead-management system for independent auto, RV, and powersports dealerships. It will suit stores that want customer follow-up connected to DealerClick DMS, especially across varied sales and financing models. Its broad lead coverage is useful, but custom pricing and a close fit with DealerClick’s system make it a more focused choice than a general CRM.
Overview
The CRM brings inquiries from digital channels, phone calls, walk-ins, referrals, and automotive marketplaces into a dealership workflow. For stores already using DealerClick DMS, shared customer, deal, service, parts, and F&I information can cut duplicate entry. That connection is the product’s clearest practical advantage; dealerships using another DMS should weigh how much value they would get from it.
DealerClick supports independent dealerships working in retail, wholesale, buy-here-pay-here, lease-here-pay-here, leasing, and rent-to-own models. Its company says it was founded in 1989. The breadth of dealership types is a strength for operators with specialized business models, though the product remains firmly focused on automotive retail.
Key features
Lead capture and routing
Lead sources include website forms, Facebook Lead Ads, phone, walk-ins, referrals, Autotrader, Cars.com, and CarGurus. Round-robin assignment and rules based on source, vehicle interest, returning-customer status, or VIP status give managers several ways to direct inquiries. Assignment logs and escalation for leads that go unacknowledged help make missed follow-up visible, a useful safeguard for stores handling leads across multiple channels.
Campaigns, pipeline, and tasks
Audience segmentation and editable drip campaigns cover new customers, unsold leads, service reminders, lease-end outreach, and win-back efforts. The pipeline tracks opportunity stages and provides conversion and win-rate analytics; tasks can be triggered by assignments or stage changes. Together, those tools connect routine follow-up to lead progress, although the stated capabilities do not establish how much campaign setup or customization a particular dealership will need.
Mobile, calendars, and reporting
The mobile app supports contact search, call and text logging, credit applications with e-signature capture, and inventory checks on a phone or tablet. Google, Outlook, and iCal calendar sync supports appointment coordination. More than fifty pre-built reports, a drag-and-drop report builder, and real-time dashboards give managers several ways to monitor activity and results.
Integrations and safeguards
Beyond DealerClick DMS, the maker names KBB pricing data, 700Credit, Experian, Equifax, TransUnion, Global Payments, and contract and titling providers including Reynolds & Reynolds, Wolters Kluwer, Fairfax Imaging, DMV Desk, and CVR. DealerClick describes mobile SMS and email management as secure over any network and says it uses end-to-end encryption. Its privacy policy also says it cannot guarantee absolute security of personal data and that data may be processed outside the user's jurisdiction; dealerships handling sensitive customer information should review those terms before adopting the system.
Pricing
DealerClick CRM is paid, with custom pricing. DealerClick describes its software as having a single low price and no long-term contracts, but gives no specific CRM rate. Buyers should request a personalized demo and a quote to assess the cost for their store. The maker also says it can transfer data from a previous provider and describes CRM onboarding as taking days to start sending texts, which may help a dealership planning a move, but does not establish the complete migration timeline.
Platforms
DealerClick CRM is available on Android, iOS, and the web. The mobile app’s lead, credit application, and inventory functions make it relevant to staff who need dealership information while away from a desk.
Who it's for
This is a strong candidate for independent auto, RV, and powersports dealerships that want lead management alongside DealerClick DMS, including stores operating outside a conventional retail model. Its lead routing, campaign, and reporting tools suit teams that need structured follow-up across several sources. A dealership committed to a different DMS, or one that needs a firm price before arranging a sales conversation, may find the fit less attractive.
Pros and cons
- Pro: Lead capture spans major marketplaces, Facebook Lead Ads, and in-store channels, helping consolidate inquiries that otherwise arrive in separate places.
- Pro: Shared CRM and DMS records can reduce duplicate entry for DealerClick DMS customers.
- Pro: Routing rules, assignment logs, and escalation support clear ownership of incoming leads.
- Pro: Mobile access includes credit applications with e-signature capture and inventory checks, not just contact lookup.
- Con: Custom pricing means a dealership cannot compare a published CRM rate without requesting a quote.
- Con: The DMS integration’s value is greatest for DealerClick customers, so stores using another system may have less reason to choose it.
- Con: The privacy policy acknowledges limits on security guarantees and possible cross-jurisdiction data processing, points that may require review by dealerships with strict data requirements.
Alternatives
Vital Software is another paid option with Android, iOS, and web support; consider it if you are comparing dealership CRM products beyond DealerClick.
DealersCloud CRM offers a paid Core Platform combining CRM and lead management with inventory, deal desking and F&I, accounting reports, marketing feeds, and a custom dealership website. It may suit buyers seeking those capabilities together in a broader platform.
DealerSocket CRM is a paid CRM available on Android, iOS, and the web; it is an option for dealerships comparing mobile-capable alternatives.
Keyloop enquiryMAX is a paid iOS and web option. Its enquiryMAX Pro plan includes showroom management, valuations, iDealfile, RapidRTC, applicable OEM lead integration, a Treating Customers Fairly module, Deal Book, and Demo Log, making it worth considering for buyers who want those named showroom tools.
PBS Systems v10 APEX is a paid option available on Android, iOS, web, and API, with demo requests offered for its v10 APEX plan. It may fit buyers who want to evaluate that platform through a demo.
Tekion ARC CRM is a paid alternative available on Android, iOS, macOS, and the web.
VinSolutions is a paid alternative available on Android, iOS, and the web.
CDK CRM is a paid alternative available on Android, iOS, web, and API; buyers can request a demo or contact CDK.
For a broader comparison, see Automotive CRM Software.
Verdict
DealerClick CRM is best for independent auto, RV, and powersports stores that want lead follow-up tied to DealerClick DMS. Its combination of broad lead intake, configurable routing, campaigns, mobile tools, and reporting makes it a capable dealership-focused choice. The main reasons to look elsewhere are the lack of a published CRM price and the reduced value of its DMS connection for dealerships built around another system.