AI operating system for dealership lead conversion

The dealership’s best-performing employee.

AI-powered conversations, smarter CRM notes, instant lead engagement, and a better experience for every customer.

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Built for automotive dealerships. Human teams stay in control.

Representative sample data

Dealership overview

SolveX Command Center

Pipeline

$—

Sample view

Hot buyers

04

71%+ probability

Conversations

12

Active now

Appointments

03

Opportunities

Needs review

02

Team attention

Mason Daily Brief

Today’s conversion priorities

Ready

Start with the highest-intent conversations, then review appointment requests and trade activity.

04

Hot

03

Appts

02

Review

The opportunity gap

Every missed lead is a missed opportunity.

Dealership demand does not arrive on a convenient schedule. SolveX helps teams keep more opportunities visible, understood, and moving.

Always on

Leads arrive around the clock—even when the showroom is closed.

01

Speed matters

The longer a new inquiry waits, the colder the opportunity becomes.

02

Teams are stretched

BDC and sales teams balance conversations, follow-up, appointments, and CRM work.

03

Context gets lost

Small gaps in notes or handoffs can turn strong intent into a missed opportunity.

04

One operating layer

Built for dealerships. Powered by AI.

SolveX brings conversation activity, customer intent, appointment opportunities, and human review into a focused dealership workflow.

01

24/7 Conversations

Capture inbound activity around the clock, with automated behavior governed by dealership settings and business-hour controls.

Conversation active
02

Appointment Setting

Recognize appointment intent, keep requested timing visible, and move qualified conversations toward the next step.

Time options ready
03

Smarter CRM Notes

Turn customer questions, vehicle interest, trade signals, and next actions into organized context for your team.

Structured summary
04

Human Review Queue

Surface the conversations that need a manager or dealership employee, with the context needed to take over.

2 need review
05

Works With Your CRM

Fit SolveX into a reviewed CRM workflow without asking your team to abandon the systems they already know.

Reviewed connection
06

Better Follow-Up

Keep high-intent leads, recommended actions, and conversation status visible in one focused operating view.

Next action visible

SolveX doesn’t replace your people—it helps every person on your team perform like your best employee.

From inquiry to action

Engage. Qualify. Schedule. Document.

A connected four-step workflow keeps the customer conversation tied to the dealership’s next best action.

  1. 01

    Engage

    Keep the conversation moving within configured messaging rules.

    Is the sample SUV available?
    I can help with availability and the next step.

    Conversation active

  2. 02

    Qualify

    Organize vehicle interest, timing, trade signals, and intent.

    Vehicle

    Identified

    Timeframe

    This month

    Trade

    Considering

    Intent

    High

  3. 03

    Schedule

    Capture requested timing and surface the opportunity.

    Appointment-time choices

    10:30
    1:15
    4:00

    Requested timing stays visible for the team.

  4. 04

    Document

    Prepare structured context for the reviewed CRM process.

    CRM-ready note

    Interest · Sample SUV

    Signals · Trade, this month

    Next action · Confirm appointment

For high-performing teams

Already respond fast? There’s always room to perform better.

SolveX is not only about the first response. It helps strong dealerships improve the moments between initial engagement and the next meaningful action.

Better performance comes from coverage, consistency, durable context, and the ability to surface opportunities even when the team is already moving quickly.

01

Coverage

Keep opportunities visible when the showroom is busy or the day runs long.

02

Consistency

Give each incoming lead a repeatable path toward the right next action.

03

Follow-up

Surface what deserves attention before a promising conversation goes quiet.

04

Context

Preserve customer intent so every handoff starts informed—not from scratch.

05

Opportunities

Bring high-intent moments and appointment signals into one operating view.

06

After-hours continuity

Carry inbound activity forward under configured business-hour and consent controls.

CRM compatibility

Works with the systems your dealership already uses.

SolveX is designed to fit alongside existing dealership CRM workflows. Specific CRM connections and data handoffs are confirmed during implementation—never assumed.

Your workflow

Existing CRM

SolveX context

Structured notes

Summary + intent

Buying signals

Recommended action

Same CRM? Great. Different CRM? That’s okay too.

Compatibility is evaluated against the dealership’s selected system, security requirements, and approved implementation scope.

Compatibility confirmed during implementation

SolveX reviews the dealership’s selected CRM, approved access method, security requirements, and intended data handoff before naming or enabling a connection.

System discoverySecurity reviewApproved handoff

Performance framework

Measure what actually matters.

Every dealership starts with its own baseline. The framework is ready for verified before-and-after performance without presenting unverified statistics or manufactured case studies.

Response Speed

Track how quickly new opportunities receive the right next action.

Baseline

Reviewed trend

Pending data

Lead Engagement

Review whether conversations continue and intent becomes clearer.

Baseline

Reviewed trend

Pending data

Appointment Opportunities

Measure qualified moments that can move toward a showroom visit.

Baseline

Reviewed trend

Pending data

Show Rate

Compare appointment outcomes against the dealership’s own verified baseline.

Baseline

Reviewed trend

Pending data

Follow-Up Consistency

Evaluate coverage and process adherence across incoming leads.

Baseline

Reviewed trend

Pending data

Category framework only. No dealership results, percentages, or case-study claims are represented.

Trust & dealership control

Built for trust. Designed for dealership control.

SolveX is built around scoped access, controlled messaging, and trusted server-side boundaries—without claiming certifications the product has not earned.

Secure Access

Dealership-specific authentication and controlled access.

Human Control

Managers can review and take over supported conversations.

Messaging Controls

Consent, STOP/HELP, and controlled messaging workflows.

Privacy by Design

Protected server-side credentials and deliberate handling of customer data.

Public policies & messaging consent

Review how SolveX handles privacy, service terms, and the separate Test & Demo SMS program.

Dealership questions

What teams want to know before launch.

Clear answers about how SolveX fits into the dealership, the systems already in place, and the people responsible for every customer relationship.

Does SolveX replace my team?

No. SolveX is designed to help dealership employees respond with more context, consistency, and coverage. Human review and takeover remain part of the operating model.

Does SolveX work with my CRM?

SolveX is built around CRM-ready context and reviewed integration workflows. Specific CRM connectivity is confirmed during implementation rather than assumed.

Does SolveX sound like AI?

SolveX is designed for clear, dealership-appropriate conversations with configurable controls and a human takeover path. Final behavior depends on the dealership’s approved setup.

Can a human take over?

Yes. Authorized users can move a supported conversation into human control and return it to the configured AI workflow when appropriate.

Can SolveX set appointments?

SolveX can identify appointment intent, capture requested timing, and surface appointment opportunities for dealership follow-up.

What happens after hours?

Inbound activity can still be captured and organized. Automated reply behavior follows the dealership’s enabled settings, business-hour rules, and consent controls.

How long does onboarding take?

Onboarding depends on the dealership’s CRM workflow, messaging setup, team roles, and review requirements. SolveX confirms the implementation scope before setting a timeline.

How is customer information handled?

SolveX uses authenticated access, dealership scoping, role controls, protected server-side credentials, and privacy-first messaging safeguards. See the public Privacy Policy for more detail.

See the workflow

Turn more leads into loyal customers.

See SolveX Conversions OS in action.