XRM Alternative for Car Dealerships

Bring new customers in, not only the ones already in your database, with exclusive local leads, a phone system inside the CRM, and deals your customers can review on their phones.

XRM is a dealership CRM that CAR-Research branded as Extreme CRM, and the name has more recently been associated with Affinitiv, which markets XRM as a dedicated automotive dealer CRM. Public material describes it as a web based CRM that aims to cover the whole customer life cycle, from sales through service, so that departments can work from one customer record. Over time the wider CAR-Research offering has also been described as including dealer websites, a call center with live agents, inventory management, automated targeted marketing by email and text, telephony ad tracking, direct mail, online service scheduling, multi point inspection and service BDC tools.

That breadth is the reason many stores bought it. A dealer principal who wanted one vendor for sales follow up, service reminders and owner marketing found a lot of it under one roof, and managers who have run XRM for years know how its sales and service screens fit together.

Ownership, packaging, pricing and module lists change over time. Confirm current pricing and terms with the vendor directly, and ask for the current module list in writing before you compare.

The calls we get from XRM stores tend to start with the same observation: the CRM does a good job with customers the store already has, and the store needs more customers it does not have yet.

New lead supply. Database marketing and service retention work the existing base. Growth needs fresh shoppers and local owners ready to sell, delivered into the same CRM the floor already works.

The phone and the text on the same record. Stores want every call recorded, transcribed and attached to the lead, and every text thread next to it, so a manager can coach from what was actually said.

Deals that travel. Shoppers want to review numbers, sign and upload documents from their phones, and managers want the desk and the customer looking at the same page.

Terms that let a store try. Month to month means a store can put one team on a new platform and decide on its own numbers.

Each of those points toward a sales platform that brings leads, conversations and deals together, and that is what LeadLocate was built to be.

Leave your number and a lead specialist calls you back to answer your questions about pricing, coverage, and setup. Mon - Sat, 9:00 AM - 6:00 PM Pacific.

Prefer to talk right now? Call or text 844-376-2274.

Exclusive local leads delivered into the CRM. In Leads Manager your store draws its zone with the zone editor, checks zip stats and a market scan, chooses the campaign type, writes the prescreening questions, sets Custom Offers and previews sample ads with See Samples. Our team builds and runs the campaigns from those selections on the webXintel Ads Network, included with every plan. Every lead in your zone is delivered to you and only you, prescreened at capture, and backed by a replacement review, so a bad lead costs you nothing.

Acquisition beside retail. Opt in seller leads come from local owners who filled out a vehicle offer request and asked to be contacted, and the Buyers & Sellers Hybrid Plan puts both in one account with the CRM included.

A phone system inside the CRM. Tracking numbers per source, an IVR call flow builder with your own audio and revisions, business hours routing, a Forward Calls To ring list, caller ID name lookup, a VoIP softphone with click to call, and every call recorded and transcribed on the lead. Call Alerts flag calls that mention the words your store chooses.

Texting and email that reps actually use. SMS and MMS with delivery status on every bubble, RCS with automatic SMS fallback, Texting Chatbots, bulk texting and bulk email from your own authenticated domain, voicemail drops and scheduled sends. The Phone Validator and Email Validator put a validity dot on every lead before anyone dials.

Automation with a memory. Follow Up Processes per lead type, Automated Templates per feed, and one communications timeline per customer that holds every call, text, email and voicemail.

Features, packaging and pricing change. Confirm every row that drives your decision with each vendor before you sign.

If your service department schedules appointments, runs inspections and manages repair orders in XRM or in the dealer management system you run, keep that work exactly where it is. Service scheduling, inspections and repair orders belong in the service systems your advisors already know. LeadLocate runs beside them as the sales and customer communication layer.

That split still does a lot for the service customer. A service customer who calls the store reaches the IVR you built, with business hours routing and missed call handling covering the hours nobody picks up. A customer who texts about trading in lands on a lead in the sales inbox, with the conversation attached, and the next rep up can answer in minutes. Bulk texting and bulk email reach your customer list for events and offers, and Usage Credits bought in My LeadLocate cover large sends.

Sales and service stay on speaking terms, too. Team Chat gives every user channels and direct messages, so an advisor can hand a trade conversation to the desk without walking across the building, and the In-Store Now flag shows who is physically on the lot.

For the service side of the market, our service CRM guide explains how dealers pair a service system with a sales CRM.

DealTracker EZ Desking builds cash, finance and lease structures in a multi pencil grid with goal seek bays, a 50 state tax matrix, three lease tax methods, semimonthly payment frequency and trade credit caps, all from centralized deal defaults. OEM incentives show inside the deal view through the Incentives Showroom.

The customer reviews the deal on a PIN protected deal page skinned to your store, with a revision view and e-signature, and asks questions in deal chat. Digital retail on the deal page covers build, document review, deal review and a shipping quote, and the Deal Jacket takes uploads and QR intake from a phone camera.

SecureWebX apply links open a five step credit application with co applicant support, and the dealer console handles stipulations with upload to fulfill, adverse action notices, state disclosures and OFAC screening. Send to Lender shares an application with a lender you choose through a code gated, expiring, revocable, watermarked link, and applications export to your lender or dealer management system in the format it expects. See CRM with desking for the full engine.

1. Decide the scope. Most XRM stores move the sales side first and leave service tools in place.
2. Export before notice. Pull customers, leads, notes and appointments from XRM in the format your agreement provides, load them with contact import, and clean the overlap with merge duplicates.
3. Repoint every source. Build a feed per source in the Lead Feeds Manager, connect your website forms through your form intake link, and use Manager Lead Copies so managers see every lead a feed delivers.
4. Load the cadence. Follow Up Processes and Automated Templates send the first touch the second a lead arrives.
5. Prove it on one team. Three to four weeks, measured on time to first response, touches per lead and appointments set.

Training is included through the video training library, Live Training and Schedule Training. Our migration checklist covers each step in order.

Use one list in every meeting. What does everything we use cost per month, and what does it renew at? What is the term? What can we export, and does it include communication history? Are new leads included, and are they exclusive to our store? How is a bad lead handled? Can a rep call, text, desk and send a credit application from a phone?

LeadLocate is month to month with no long term contract. CRM Only starts at $199 a month, lead plans at $799, seller lead plans at $999 and the Buyers & Sellers Hybrid Plan at $1,599. Every account is set up for your market, usually the same day, and neither an inventory feed nor DMS access is required to start.

We cannot guarantee lead counts, appointments, close rates or sold units, because those depend on your market, inventory and team, and no vendor can. What you get is every lead in your zone and a CRM that works it from the first second. See it on real lead flow in the demo.

Can we keep our service tools and move only sales to LeadLocate?

Yes. Most stores keep service scheduling, inspections and repair orders in the systems their advisors know, and run LeadLocate beside them for leads, texting, calling, desking and follow up.

Can we bring our XRM customer list with us?

Yes. Export customers, leads, notes and appointments in the format your agreement provides, then load them with contact import and clean duplicates with the merge tool. Confirm your export rights with the vendor first.

Are the leads exclusive to our store?

Yes. Every lead in the zone you draw in Leads Manager is delivered to you and only you, prescreened at capture with your questions and backed by a replacement review.

Do you supply seller leads for acquisition?

Yes. Marketplace Acquisitions plans deliver opt in seller leads from local owners who asked for an offer on their vehicle, and the Buyers & Sellers Hybrid Plan combines buyers and sellers in one account.

What does it cost?

CRM Only starts at $199 a month and lead plans start at $799, all month to month with no long term contract. The pricing page lists every plan.

We will map a zone around your store, show the CRM working real lead flow beside your service tools, and give you a straight number. Month to month, every month.

Prefer to talk right now? Call or text 844-376-2274.