Run the entire dealership from one AI dealership operating system.
ShiftPilot AI unifies CRM and lead management, inventory intelligence, deal desk and finance workflows, E-Sign, service inspections, communications, and executive reporting — powered by automotive-specific AI agents for modern rooftops and dealership groups.
AI Executive Briefing · 7:14a
Front gross is trending +22% week-over-week. Six leads aged past 48h in the used pipeline. Three units missing photos — flagged for merchandising.
Units MTD
287
+14%
Gross profit
$1.42M
+22%
Revenue trend · 12 wk
+31%
AI Pipeline · today
Inventory risk
9 units aged > 60 days
Suggested price adjustments and photo readiness gaps ready for manager review.
Pilot readiness
96%
- Website connected
- Inventory imported
- First customer & lead created
- Team invites sent
The dealership, one intelligent surface at a time.
Real ShiftPilot workflows — from advisor to enterprise — using demo-safe dealership data.
Revenue Queue · today
- Reply waiting
M. Chen · 2019 Silverado trade-in follow-up
SLA · 1h left
- Unanswered
R. Alvarez · Financing question on RAV4
SLA · 3h left
- Prep
K. Patel · Test drive scheduled Wed
SLA · Tomorrow
- Review
S. Nguyen · Service-to-sales equity check
SLA · Today
Prioritize every opportunity.
ShiftPilot identifies what needs attention, explains why and guides the next best action.
My Day sorts opportunities by SLA and severity. Copilot drafts the next-best action for advisor review — nothing sends automatically. Illustrative sample data — not customer results.
Customer
Morgan Chen
Household · 2 vehicles · 3 open opps
Unified timeline
Text reply — asking about payoff timeline
Today · 9:12a
Missed call · 2m 14s voicemail transcribed
Yesterday
Appointment set — Wed 4:30p
Wed
Vehicle interest updated · 3 alternatives ready
Mon
2022 RAV4 XLE · Silver
18k mi · lot A-14
2023 CR-V EX · Blue
9k mi · lot B-02
2022 Escape SEL · White
22k mi · lot C-31
Know the full customer story.
Bring every conversation, appointment, vehicle and opportunity into one clear workspace.
One workspace per customer: unified timeline, verified consent, next-best action, and vehicle alternatives grounded in real inventory. Illustrative sample data — not customer results.
Rooftop comparison · this week
Sync…- Rooftop A · Sample-14%
- Rooftop B · Sample+6%
- Rooftop C · Sample-3%
- Rooftop D · Sample+11%
Run every rooftop from one view.
See where performance is slipping, understand the cause and drill directly into the underlying records.
Rooftop comparison and drill-down preserve tenant scope; verified and estimated values never blend. Illustrative sample data — not customer results.
Nine services. One controlled operating layer for the dealership.
ShiftPilot AI is a controlled operating layer for the dealership. Every module shares the same customer, vehicle and deal context — so your CRM knows about service visits, your F&I workflow knows what happened online, and your management reporting reads from the same records.
AI Sales & CRM
Every lead scored, prioritized, and worked — with a person in the loop.
An AI-assisted CRM built for dealership follow-up. Buying-intent scoring, a prioritized daily work queue, and a Customer 360 that unifies web, sales, service and messaging history. Outbound SMS, email and voice send through your own connected provider account, and message drafts are approved by a human before they go out.
- AI lead scoring & intent signalsBuilt in
- Unified Customer 360 timelineBuilt in
- Prioritized daily work queueBuilt in
- Equity & lease-end opportunity surfacingBuilt in
Inventory Intelligence
Know what every unit is doing, every morning.
Inventory in one place with aging and turn-rate visibility, recon progress, and AI-drafted vehicle descriptions your team reviews before publishing. Inventory feeds and marketplace syndication run through the inventory source you connect.
- Aging & turn-rate alertsBuilt in
- Recon workflow trackingBuilt in
- Vehicle detail & photo managementBuilt in
- AI-drafted descriptions, reviewed before publishHuman-approved
Deals & Desking
Structure a deal in one place, with the math shown.
Desking with transparent finance and lease math, payment grids, a validated credit application, document snapshots, and a step-by-step lender submission readiness ladder. Credit decisions and electronic lender submission require an approved lender integration such as Dealertrack or RouteOne — ShiftPilot hard-blocks electronic submission until one is connected.
- Payment matrices with auditable deal mathBuilt in
- Credit application capture & validationBuilt in
- Deal readiness gates & document snapshotsBuilt in
- Native e-signature packetsBuilt in
F&I Menu & Compliance
Consistent presentation, complete paper trail.
Digital F&I presentation with AI-suggested product mix per customer, recorded disclosures, e-signature packets and an immutable evidence chain. ShiftPilot gives your team the controls and audit trail; compliance itself remains your dealership's responsibility and depends on how the tools are used.
- Customer-specific product recommendationsHuman-approved
- Digital menu presentationBuilt in
- Recorded disclosures & e-signaturesBuilt in
- Immutable audit trail & evidence chainBuilt in
Fixed Operations
Service drive, repair orders, and loaners in one board.
A modern service platform with appointment scheduling, digital multi-point inspections, estimates that convert to repair orders, loaner fleet tracking, and an AI service advisor that drafts recommendations for your advisors to approve.
- Service scheduling & live drive boardBuilt in
- Digital multi-point inspectionsBuilt in
- Estimates, repair orders & labor pricingBuilt in
- Loaner fleet & agreement trackingBuilt in
Customer Experience
One thread per customer, across every channel.
A unified inbox for SMS, email and voice, personalized walkaround and service videos with cross-device playback, and a shared timeline every department can see. Outbound delivery uses your connected messaging provider and respects consent and opt-out at dispatch.
- Unified inbox with assignment & unread stateBuilt in
- Sales & service video with cross-device playbackBuilt in
- Consent and opt-out enforcement at dispatchBuilt in
- Message delivery (SMS, email, WhatsApp, voice)Requires your provider
Marketing Studio
Campaign work drafted in minutes, approved by you.
Build audiences from live dealership data, generate ad and lifecycle copy with AI, and track the acquisition funnel from impression through demo, lead and sale. Ad publishing and search/analytics reporting read from the marketing accounts you connect.
- Audience building from live dealership dataBuilt in
- Acquisition funnel & source trackingBuilt in
- AI-generated ad & lifecycle copyHuman-approved
- Email & SMS lifecycle journeysRequires your provider
AI Agents
A drafting layer that never clocks out — and never sends unsupervised.
Agents watch your operational signals and prepare the next action: lead qualification summaries, no-show and be-back recovery, equity opportunities, and inbound-call routing. Every customer-facing action is drafted for human approval, logged, and defended against prompt injection.
- Operational signal detection & proposalsBuilt in
- Agent memory, audit log & injection defenseBuilt in
- Lead qualification & recovery draftsHuman-approved
- Inbound call routing & business-hours IVRRequires your provider
Executive Intelligence
The numbers your managers already argue about — reconciled.
Role-aware cockpits for owners, GMs, and department managers: store health, gross and PVR by deal, internet lead performance, AI unit economics, and drill-downs that keep the source filter set intact. Every figure links back to the records it came from.
- Executive, manager & service cockpitsBuilt in
- Gross, PVR & deal-level profitabilityBuilt in
- Clickable metrics with record-level drill-downBuilt in
- AI cost, latency & unit-economics telemetryBuilt in
One Operating System for the Rooftop
A controlled operating layer for core dealership workflows. Your CRM, inventory, desking, F&I, E-Sign, and AI agents share the same customer, deal, and vehicle context — one record instead of exports and re-keying between systems.
ShiftPilot AI · unified rooftop
Sample product visualizationShiftPilot AI Command Center
One source of truth for the customer, the vehicle, and the deal — end-to-end.
CRM
Customer 360 · leads
Inventory
Aging · merchandising
Deals & Desking
OTD · payment grid
Finance & Insurance
Menus · lender packet
E-Sign
Native · audit trail
AI Agents
Manager-approved
Pilot Readiness
Real setup signals
Four decisions that shape how ShiftPilot is built.
ShiftPilot was built for how a dealership actually runs today: shared context across departments, AI that drafts instead of acts alone, numbers that trace back to records, and integration states you can see.
AI with a person on the trigger
Every module was built with the AI layer at its core — and every customer-facing action is drafted, reviewed and approved by a human before it is sent. Nothing goes out unsupervised.
One platform, one login, one permission model
Consolidate work normally spread across separate CRM, inventory, service, marketing and BDC tools into a single application with one audit trail and one source of truth.
Numbers you can trace
Gross, PVR and department performance are calculated from your live records, and key dashboard metrics drill through to the deals, repair orders or leads behind them.
Honest about integrations
Documented REST APIs and webhooks, and an integration hub that shows the real connection state of every provider. When something needs your provider account, the product says so instead of failing quietly.
One dealership operating system. Every department. Every customer. Every opportunity.
A single platform product with clear pricing. Every module listed above is included. Unlimited dealership users, governed by role-based access, fair-use limits, and tenant isolation. Third-party provider accounts — messaging, lender, ads and analytics — are billed by those providers.
ShiftPilot AI Dealership Operating System
Bring fragmented dealership systems together in one governed platform for CRM, BDC, inventory, deals, service, marketing and reporting.
Every module listed above included. Unlimited dealership users.
$5,000one-time implementation fee per rooftop
Onboarding typically takes 30–90 days. Third-party provider charges (messaging, lender, ads, analytics) are billed separately by those providers.
- CRM, Customer 360 & Dealership Memory
- AI BDC, Frontline Genius & Frontline Manager
- Desking, finance intake & F&I workflow support
- Inventory intelligence & service operations
- Marketing automation, audiences & attribution
- Executive & multi-rooftop reporting
- Integration Hub, approval workflows & audit logging
- Unlimited dealership users, role-based access & tenant isolation
- Standard support & ongoing platform improvements
Subscription activates after contract execution and onboarding kickoff. External integrations that require vendor approval or credentials are labeled “Not connected” until verified. Commercial and purchase terms, including the implementation fee, are finalized with our sales team — this page does not take payment.
See ShiftPilot AI
run your dealership.
Book a 30-minute walkthrough. We'll show CRM, inventory, deal desk, finance workflow, E-Sign, and pilot readiness — using your real dealership scenarios.
Sample product visuals shown throughout the site. External integrations (lender, DMV, credit bureau, DMS) require provider credentials and approval. Payment estimates require lender approval.