aiVentaSMART CRM

AUTOMOTIVE CRM · BUILT BY DEALERSHIP OPERATORS

Every conversation.
A clearer next move.

Connect your leads, conversations, showroom, and deals—with AI that finds opportunities and helps your team follow through.

THE CUSTOMER WORKSPACEActual component views · Synthetic data
aiVenta / Customer workspaceA closer look inside the CRM
Customer workspace header: vehicle interest, appointment, and Call, Text, Email, and Appointment actions together. Synthetic customer Jordan Morgan is shown.
01 A conversation with context
Detail from the actual CRM timeline: a customer asks to visit tomorrow afternoon and the advisor replies, Yes. Would two o’clock work?

KEEP THE CUSTOMER IN VIEW

Pick up where
the conversation left off.

See the vehicle, the appointment, and the conversation in one customer workspace.

  • 01
    Know what was said.

    Review the customer’s message and your team’s reply.

  • 02
    See who took action.

    Sender and delivery details stay with each activity.

  • 03
    Make the next move.

    Keep contact actions close to the customer’s context.

Explore the sales & BDC workspace
Inspect the full product captures
Complete customer header capture with synthetic customer details and contact actions.
Customer header · Desktop component
Complete timeline capture showing the customer’s inbound text, an advisor reply, and an automated appointment reminder.
Customer timeline · Actual rendered component
01 / SALES & BDC

Keep the handoff moving.

Leads, conversations, appointments, and showroom activity stay connected.

02 / OPPORTUNITY

Give follow-up a reason.

Bring customer history and vehicle context into the next conversation.

03 / LEADERSHIP

Look behind the number.

Review the customer evidence behind team activity and outreach results.

AI THAT HELPS YOUR TEAM ACT

Find the opportunity.
Follow it through.

See how VentaSideKick finds an opening, Next Play guides the conversation, and reporting connects the activity.

Interactive walkthrough · Illustrative data
VENTASIDEKICK

The next conversation is already in your CRM.

Connect a quiet shopper’s history with a relevant reason to reach out. VentaSideKick surfaces the opportunity and explains the context before the journey begins.

See how VentaSideKick works

Eligibility, customer state and contact permissions are checked before outreach.

aiVentaPRODUCT WALKTHROUGH
VENTASIDEKICK

An overlooked shopper. A relevant new opening.

Opportunity qualified
Customer history
Previously considered an SUV
Engagement
No recent conversation
Current context
Matching inventory available
Dormant Shopper lane

A fresh conversation starts with current context. An old trade request is history, not proof that the customer still wants to trade.

Customer context stays connected
NEXT PLAY

Give the team a reason. And a next move.

The customer timeline becomes a practical action plan: what matters, why now, how to start the conversation, and which channel makes sense.

Explore Next Play

Recommendations give the salesperson context; they do not establish customer intent.

aiVentaPRODUCT WALKTHROUGH
NEXT PLAY

Customer context → a focused next step.

Guidance for the team
Evidence
Recent SUV interest
Next action
Reconnect with a relevant option
Conversation
Ask whether timing has changed
Customer-level guidance

Start with their previous interest, acknowledge the time that has passed, and ask a clear question. Let the customer confirm what matters today.

Customer context stays connected
CONNECTED FOLLOW-UP

Keep the conversation moving, with context.

VentaSideKick can execute eligible outreach in autonomous mode. Lead Drip keeps existing lead journeys moving. Sender, customer state and contact rules stay part of the workflow.

Explore Lead Drip

Fictional message example. Actual outreach depends on your configuration and current customer context.

aiVentaPRODUCT WALKTHROUGH
CONNECTED FOLLOW-UP

A thoughtful opening. A clear handoff.

Illustrative message
Sender
Resolved dealership advisor
Context
Previous vehicle interest
Next step
Reply handed to the team
Example conversation

Hi Alex, it’s Jordan with the dealership. You previously looked at SUVs with us. We have a few options that may be worth a fresh look. Is an SUV still on your radar, or has your search changed?

Customer context stays connected
DEALERSHIP REPORTING

Go from a number to the customer behind it.

Follow engagement, appointments and influenced sales across your outreach programs. Drill into customer evidence, then use Ask Venta to help focus the team’s next actions.

Explore reporting & attribution

Illustrative sequence, not a measured customer result or a claim of incremental lift.

aiVentaPRODUCT WALKTHROUGH
DEALERSHIP REPORTING

Connected activity. Inspectable outcomes.

Evidence, not guesswork
Source
VentaSideKick journey
Customer event
Two-way conversation
Team follow-through
Appointment recorded
Example activity trail

Open the customer evidence behind a result. Review the outreach and subsequent activity together, without treating every later sale as caused by a campaign.

Customer context stays connected

You choose how SideKick works. Review opportunities in Shadow mode, require Manager Approval, or enable eligible Autonomous outreach.

Explore all five opportunity lanes Ask Venta: answers for your team

CONTROL & ROLLOUT

Built for your team.
Scoped to your stores.

Review role permissions, store access, communication controls, and your rollout requirements before making a change.

A CLOSER LOOK

Before we talk.

Read the automotive CRM guide
How is Ask Venta different from VentaSideKick?

Ask Venta helps teams investigate CRM questions, inspect evidence and organize missions, goals and internal follow-up tasks. VentaSideKick is the separate opportunity engine that can execute eligible customer outreach in autonomous mode.

Does aiVenta support dealership groups?

aiVenta includes role-based access and store-scoped workflows, along with reporting across selected teams and rooftops. A demo is the place to review your group structure, permissions and rollout requirements.

Can I see the CRM with my team’s workflows?

Yes. Request a guided demo and tell us your rooftops, current systems and priorities. We can focus the walkthrough on your sales, BDC, service-to-sales or leadership workflows and discuss data and integration requirements.

YOUR NEXT MOVE

Let’s walk through
your team’s day.