The follow-up machine, standalone.

No — the CRM is fully standalone. Applications, underwriting, decisions and paperwork all happen right in the CRM. When Drive360 DMS launches in December 2026, the two connect: open the CRM from the DMS without a second sign-in, and push a deal — application, history, co-signer, decision and scores — to the DMS with one click. Nothing goes to the DMS unless a person sends it.

Lots of doors, all automatic. Your website form and lead partners post straight in, each with its own key (Drive360 websites are ready for it; another site's developer wires it up). Lead providers that send ADF email deliver to your store's private intake address. Google Ads lead forms post in too. A customer who texts your number for the first time becomes a lead. Referral links, tracked marketing links and QR codes tag each lead with its source. And you can import a spreadsheet of your old book or type in a walk-in.

When you switch it on, it texts every new website, text-in and emailed lead within minutes — any hour — and works toward a finished application, then documents, then a visit, up to the daily AI budget you set in Settings. Follow-ups stay between 8 AM and 8 PM and inside your open hours, and leads who opt out of texts (or reply STOP) get email instead. It answers from your own Q&A and house instructions, replies in the customer's language, and knows your lot when your inventory comes from a Standard or Custom Drive360 website. Its rules forbid quoting payments, rates or approvals, and it's told never to ask for a social, birth date or bank details by text. When a customer wants a person or asks something only your team can answer, it hands the lead over with a task and an email. Tell it once whether you do title pawns and it handles those customers right. If you allow it, it books appointments into real open times. Every AI text is marked 🤖 in your team's view, and you can pause it on any lead.

Yes, from your dealership's own number — never a salesperson's cell. Two-way texting with photos, PDFs, video links and scheduled texts. Click-to-call rings your phone first, then dials the customer, who sees the store's number. Calls are recorded and play back on the lead's page (on by default and kept 90 days unless you change it — check your state's rules on telling customers). During open hours, customers who call back ring their own salesperson first, then your main line. We set up your store's texting number and handle the carrier registration with you. Texting and calling come with every account; texts and connected call minutes are billed as usage. Email from the lead page goes out under your name and your dealership's, and replies come back into the CRM.

The customer completes and e-signs the full application on their phone from a link you text — including two years of address and job history — and it lives on their card. Socials, birth dates and documents are encrypted, and full socials show only to admins, managers and underwriters, with every unmask logged. Underwriting happens right in the CRM: customer and deal scoring, the decision, and a printed adverse-action notice for declines (its wording is yours to review with your compliance advisor). Scores are visible only to admins, managers and underwriters, never to salespeople. If you run the Drive360 DMS, a person pushes the deal over; nothing is sent automatically.

It's built to support your Safeguards program. Two-factor sign-in is required for every user by default (a texted code or an authenticator app), sign-ins expire after 12 hours, and turning two-factor off requires an admin to tick a box acknowledging the risk (the change is logged). Socials, birth dates, documents and call recordings are encrypted, and the database itself keeps your records walled off from every other dealership. Your overall Safeguards program is still yours to run with your compliance advisor.

Setting up your account and inviting your team by email is quick. Your website gets its own key and your ADF lead providers get your intake address, and one click installs a ready-made BHPH follow-up playbook — 13 plans and 46 text templates — you edit to taste. Texting and calling need your store's number: we set it up and handle the carrier registration with you, and the rest of the CRM works while that clears. Hit “Get started” and a real person walks you through it.