Dealership WorkflowOptional add-on · needs a DMS data connection
DMS dashboards add-on for car dealerships
The DMS add-on is an optional extra for Dealership Workflow that needs a DMS data connection. It reads your sales, service and parts history into dashboards, joins customers across departments in Customer Intelligence, and builds email campaigns from those lists. The core deal workflow platform runs without it.
30 minutes with the founder, on your store’s real deal flow.
412
Customers in equity
96
Service contracts expiring ≤ 90 days
128
Loans with 6 or fewer payments left
701
Bought here, no service in 12 months
How does the DMS add-on get my DMS data?
It reads a read-only copy of your DMS data delivered through DealerVault, a data feed the dealership authorizes and can revoke at any time.
Nothing writes back to your DMS. The feed refreshes daily, and what lights up depends on which data your DMS sends: some dashboards need service, appointment or parts feeds that not every DMS provides.
History typically goes back up to seven years, depending on your DMS.
What do the DMS dashboards show?
The dashboards turn booked deals, repair orders and parts records into work lists and store numbers, with every figure traced to a DMS field.
Sales opportunities
Customers in equity, service contracts nearing expiration, loans near their last payment, and repeat buyers due for their next car.
Service and parts
Missed appointments, declined work, customers who stopped servicing, aged open repair orders, parts with no sale in months and special orders never picked up.
F&I and people
Back-end gross, product penetration and lender funding speed by manager and lender, plus a month pace view.
Store vs. store
Two rooftops in the same group side by side for the same date range.
What is Customer Intelligence?
Customer Intelligence joins each household’s sales and service history into one customer record and sorts customers into opportunity lists your team can work.
It also lists customers who did business with you but left no email or cell number, so the service drive can capture it at write-up. Customer lists can also be imported from a spreadsheet, with a review step before records merge.
Customers · sales + service joined
Sample Household A
3 vehicles · 14 service visits
Sample Household B
1 vehicle · service contract ends in 41 days
Sample Household C
2 vehicles · 5 payments left
Can I send campaigns from the DMS add-on?
Yes, email campaigns: build an audience from a Customer Intelligence list, write the email and send it, with opt-outs and blocked contacts removed before anything goes out.
Every campaign email must carry an unsubscribe link before it can be armed, and frequency caps keep the same customer from hearing from you too often. Lists can also be exported for your mail house or BDC.
Email campaign · Sample trade-up offer
✓ Unsubscribe link in footer · frequency cap on
Campaign tools support your own privacy and marketing rules, such as opt-outs and FTC Safeguards work; they do not replace them. We’re not lawyers, so check marketing and data rules with your own advisors.
FAQ
Frequently asked questions
Do I need the DMS add-on to use Dealership Workflow?
No. The core platform (deal folders, checklists, e-signing, contracts in transit, titles and F&I cancellations) runs without any DMS connection. The DMS add-on is optional.
Which DMS platforms work with the add-on?
The add-on reads DMS data delivered through DealerVault. Which dashboards light up depends on the feeds your DMS sends through it; we check your exact fit on the demo. History typically goes back up to seven years, depending on your DMS.
Does the add-on change anything in my DMS?
No. It reads a copy of your data. Nothing writes back to the DMS, and the dealership can revoke the feed at any time.
Does it send text messages?
No. Campaigns in the DMS add-on are email only.
How is the DMS add-on priced?
Priced per rooftop · unlimited users · month to month · the core platform doesn’t need a DMS connection · exact quote on a 30-minute demo with the founder.
Keep reading
What else does Dealership Workflow handle?
This is one job inside a bigger system. The deal workflow software home page covers the whole deal folder, from deposit to funded.
Contracts in transit
Unfunded deals by age, a lender scorecard and funding days, so floorplan carry stops hiding.
Read more →F&I cancellations and chargebacks
Every cancellation from the request to the refund, with the chargeback amount and who it goes to.
Read more →Dealer trades
Log units traded between stores in your group: inventory, DMS posting, the money transfer, and what is still owed.
Read more →
See it on your own deals
A 30-minute demo with the founder, built around how your store works today.
Book a DemoPriced per rooftop · unlimited users · month to month · the core platform doesn’t need a DMS connection · exact quote on a 30-minute demo with the founder.
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