Platform Overview
What ShiftPilot does, and who we replace.
Nine services covering every job in a dealership — and a direct line of sight on the four vendors we beat.
Services
Every module is part of one platform — no integration fees, no duplicate data.
AI Sales & CRM
Every lead, scored, routed, and worked — automatically.
An AI-native CRM that replaces VinSolutions. Buying-intent scoring, automatic follow-up sequences across SMS, email, and voice, and a Customer 360 that unifies every touchpoint from web visit to delivery.
- AI lead scoring & intent detection
- Automated multi-channel follow-up (SMS, email, voice)
- Unified Customer 360 timeline
- Equity mining & lease-end pipeline
- Live appointment booking with sales reps
Inventory Intelligence
Price every car like your best used-car manager — at 3am.
Real-time market pricing, aging alerts, photo & description automation, and vAuto-class merchandising in one engine. Pushes optimized listings to your website and every third-party marketplace instantly.
- Live market-based pricing
- Aging & turn-rate alerts
- AI photo enhancement & descriptions
- Multi-channel syndication
- Recon workflow tracking
Deals & Desking
Structure a deal in 90 seconds, not 30 minutes.
Modern desking that replaces Dealertrack workflows. Push-button payment grids, lender decisions in-line, e-contracting, and digital deal jackets — all native, all paperless.
- Real-time payment matrices
- Integrated credit application & lender routing
- E-contracting & digital signatures
- Compliance & OFAC built in
- One-click funding submission
F&I Menu & Compliance
Higher PVR, zero compliance risk.
Digital F&I menus that work in-store and online. AI-suggested product mix per customer, full disclosure capture, and Reg Z / Reg B / Safeguards compliance baked in.
- Customer-specific product recommendations
- Digital menu presentation (in-store & remote)
- Recorded disclosures & e-signatures
- Full Safeguards Rule compliance
- Lender & product provider integrations
Fixed Operations
Service drive, parts, and warranty — without the CDK tax.
A modern Service & Parts platform with appointment scheduling, MPI workflows, tech timekeeping, parts inventory, and warranty submission — built for techs, advisors, and managers who actually use it.
- Online & lane-side service scheduling
- Digital multi-point inspections
- Tech timekeeping & flat-rate productivity
- Parts ordering, returns & stocking
- Warranty claim automation
Digital Retail
Buy a car online without leaving your brand.
A modern checkout experience embedded on your site. Trade valuation, credit pre-qual, F&I product selection, financing, and contract signing — all before they walk in.
- Trade-in valuation & offer
- Soft-pull credit pre-qualification
- Payment customization & F&I shopping
- Reserve, deposit, or buy online
- Hand-off to in-store with full context
Marketing Studio
Your in-house agency, powered by AI.
Generate inventory ads, equity-mining campaigns, lifecycle emails, and social creative in minutes. Native attribution down to the deal — finally know which ads actually sold cars.
- AI ad & creative generation
- Equity-mining & lease-end campaigns
- Email & SMS lifecycle journeys
- Closed-loop deal-level attribution
- Google, Meta, TikTok & CTV publishing
AI Agents
A digital workforce that never clocks out.
Always-on agents that book service, qualify internet leads, follow up on no-shows, mine your DMS for equity, and handle inbound calls. They escalate to humans only when it matters.
- Voice agent for inbound calls
- Internet lead qualifier
- Service booking & reminder agent
- No-show & be-back recovery
- Equity-mining concierge
Accounting & DMS Core
The system of record, modernized.
A full Dealer Management System replacing CDK Drive and Reynolds ERA — GL, A/P, A/R, payroll, multi-rooftop consolidation, and OEM reporting. Cloud-native, with open APIs.
- Full GL, A/P, A/R, payroll
- Multi-rooftop & multi-franchise consolidation
- OEM sales & financial reporting
- Real-time profitability per deal, per tech, per rooftop
- Open REST APIs — no integration fees
Why we win
AI-native, not AI-bolted
Every module — CRM, inventory, F&I, service, marketing — was built with the AI layer at its core. Legacy vendors retrofit AI as a feature; we built the platform around it.
One platform, one login, one bill
Replace 7+ vendors (CDK + VinSolutions + vAuto + Xtime + Dealer.com + a marketing agency + a BDC) with a single contract and a single source of truth.
Profitability you can see
Real-time gross, PVR, and ROI on every deal, every campaign, every tech, every rooftop. Stop guessing where the money goes.
Open by default
Documented REST APIs and webhooks on every object. No integration fees, no certification gauntlet, no 90-day waits.
Competitors
CDK Global
Positioning
Legacy all-in-one DMS + CRM + F&I + fixed ops.
Where they break down
Aging UX, integration fees, 3-year contracts, and a 2024 outage that crippled 15,000 dealers.
Reynolds & Reynolds
Positioning
Closed-ecosystem DMS for franchised dealers.
Where they break down
Walled garden, expensive third-party API access, slow product velocity.
Dealertrack (Cox Auto)
Positioning
DMS + F&I + lender network + registration.
Where they break down
Fragmented across Cox brands (VinSolutions, vAuto, Xtime) — dealers pay 5 logins for 1 workflow.
VinSolutions (Cox Auto)
Positioning
CRM-first with automated follow-ups.
Where they break down
CRM only — no DMS, no F&I, no service. Bolt-on AI feels grafted on.
Tekion
Positioning
AI-native end-to-end retail platform.
Where they break down
Promising but young — limited OEM certifications, thin service & accounting depth, and OEM-funded growth.
Capability matrix
| Capability | ShiftPilot | CDK | Dealertrack | VinSolutions | Tekion |
|---|---|---|---|---|---|
| AI-native lead scoring & routing | |||||
| Always-on voice & chat agents | |||||
| Native marketing studio with deal attribution | |||||
| Full DMS (GL, A/P, A/R, payroll) | |||||
| Digital retail checkout | |||||
| Service drive + MPI + tech timekeeping | |||||
| Open REST APIs — no integration fees | |||||
| Modern UI, mobile-first | |||||
| Month-to-month contracts | |||||
| Real-time profitability per deal/tech/rooftop |
Show this to a customer.
Send prospects to the public site — same story, demo-ready.