> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dealerfunnel.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Dealer Funnel: Multi-Channel CRM for Automotive Dealerships
> Dealer Funnel centralizes every lead channel into one team inbox, with AI automation, funnels, blasts, and appointment tools built for dealerships.
Dealer Funnel is the all-in-one CRM and customer engagement platform built specifically for automotive dealerships. Instead of juggling separate tools for texting, email, phone calls, Facebook messages, and live chat, your entire team works out of a single unified inbox — so no lead slips through the cracks and every conversation has the full history your agents need to close deals faster.
## What Dealer Funnel Does for Your Dealership
Every dealership faces the same challenge: leads arrive from a dozen different places at all hours of the day, and the teams that respond fastest win. Dealer Funnel solves this by pulling every inbound channel — SMS, email, voice calls, Facebook Messenger, and website live chat — into one shared team inbox. Your agents see every message in one place, respond instantly, and hand off conversations without losing context.
Beyond the inbox, Dealer Funnel gives you the automation tools to keep working leads even when your team is busy or off the floor. Set up drip funnels that automatically follow up over days or weeks, run blast campaigns to re-engage your database, let AI handle routine questions 24/7, and book appointments directly inside the platform.
## The Core Workflow
The Dealer Funnel workflow follows a simple, repeatable pattern that scales from a two-person BDC to a multi-rooftop dealer group:
1. **Lead arrives** — A prospect fills out a form, sends a Facebook message, texts your dealership number, or starts a live chat on your website. Dealer Funnel captures the lead immediately and opens a conversation.
2. **Unified inbox** — The conversation lands in your team inbox. Any available agent can pick it up, or the system automatically assigns it based on your routing rules.
3. **Agent works the lead** — Your agent texts, emails, or calls the prospect directly from the conversation thread. Carly, the built-in AI assistant, can handle the first response or take over after hours.
4. **Deal closes** — The appointment is booked, the customer comes in, and the outcome is logged. Reports show you exactly which channels and agents are driving results.
## Key Features
### Unified Inbox
Every channel your customers use — SMS, email, voice, Facebook Messenger, and live chat — flows into a single team inbox. Agents never need to switch between apps. Each conversation thread stores the complete message history across all channels so any team member can pick up right where another left off.
### Carly — AI Sales Assistant
Carly is Dealer Funnel's built-in AI assistant. She responds to inbound leads instantly, answers common questions about inventory and hours, qualifies buyers, and hands off hot leads to a live agent. Carly works around the clock, so your dealership is always responsive even outside business hours.
### Drip Funnels
Drip funnels are automated multi-step message sequences that follow up with leads over time. Build a funnel once and let it run — Dealer Funnel sends the right message at the right interval via SMS or email until the lead responds or opts out. Funnels are ideal for unsold showroom traffic, internet leads, and service customers due for a return visit.
### Blast Campaigns
Blasts let you broadcast a message to a targeted segment of your contact database in one send. Use blasts to promote weekend sales events, announce new inventory arrivals, or re-engage cold leads. Dealer Funnel supports SMS and email blasts with built-in opt-out handling to keep you compliant.
### Appointment Scheduling
Book service and sales appointments directly inside Dealer Funnel without bouncing between a separate calendar tool. Send customers a scheduling link, let them pick a time, and the appointment appears in your team's calendar. Automated reminders reduce no-shows.
### Voice Agents
Dealer Funnel includes AI-powered voice agents that can answer inbound calls, qualify prospects, and route calls to the right team member. Record calls for training and quality assurance, and review call transcripts directly in the platform.
### Google Reviews Management
Monitor and respond to Google Reviews without leaving Dealer Funnel. The platform surfaces new reviews in your dashboard and lets you send automated review request messages to satisfied customers — helping you build your online reputation consistently.
### DMS and CRM Integrations
Dealer Funnel connects to the tools your dealership already uses. Push lead and deal data to your DMS or upstream CRM so your sales and F\&I teams always have the latest customer information. Available integrations include major DMS platforms and third-party lead providers.
### Reporting
The Reports section gives managers a clear picture of team performance, lead response times, conversion rates, channel attribution, and appointment show rates. Use the built-in dashboards to identify your best-performing agents and your highest-converting lead sources.
## How the Platform Is Organized
Dealer Funnel's left-side navigation is organized around the stages of working a lead from first contact to closed deal:
| Section | What You Do Here |
| ----------------- | ------------------------------------------------------------------------ |
| **Conversations** | Read and reply to every inbound and outbound message across all channels |
| **Leads** | View, search, import, and manage your full contact database |
| **Funnels** | Build and manage automated drip sequences |
| **Blasts** | Create and send broadcast campaigns to your database |
| **Appointments** | View, schedule, and manage sales and service appointments |
| **Reports** | Track team performance, lead volume, and conversion metrics |
Settings, user management, and integrations are accessible from the bottom of the left nav or through your account avatar in the top corner.
## User Roles
Dealer Funnel uses role-based access so every team member sees exactly what they need:
* **Agents** — Handle day-to-day conversations, work assigned leads, book appointments, and send messages. Agents see their own assigned conversations and shared team inboxes.
* **Managers** — Everything an agent can do, plus access to all team conversations, reporting dashboards, funnel and blast management, and user administration for their location.
* **Agency Admins** — Full platform access across all rooftops or dealer group locations. Agency admins manage account-level settings, billing, integrations, and can create and configure new dealership accounts.
Your role determines which settings and sections you can access. If you need elevated permissions, ask your Agency Admin to update your role in the Users section.
## Where to Go Next
Set up your account, invite your team, and send your first message in under 15 minutes.
Learn how the unified inbox works and how to manage inbound messages across every channel.
Build drip funnels and automated follow-up sequences to keep leads engaged around the clock.