DealerTasker by ShiftScale

● FOUR DEPARTMENTS. ONE PLATFORM.

Pick the team you want to amplify.

Each department is fully functional standalone. Many dealers start with one (Sales or Service most commonly), then add others as the platform proves itself. Total Store Bundle is the best value if you're running every department.

● THREE LAYERS, ONE PLATFORM

Same architecture under every department.

LAYER 01

Data Layer

Bidirectional integrations with your DMS, CRM, scheduling, listings, and voice. Reads + writes back so attribution closes the loop.

LAYER 02

Workflow Engine

15+ ready-to-deploy templates today, growing every quarter. Plus Custom Solutions for net-new builds.

LAYER 03

AI Agents

Conversational personas tuned to your dealership voice. 50+ languages. Constrained to verified data — never hallucinates beyond your inventory.

REPLACES BDC + AMPLIFIES THE SALES FLOOR

Sales & BDC Department

✦ PLATFORM TARGET

Up to 35% lift in qualified appointments + same-customer repeat sales

Most dealerships still split BDC and Sales into two teams running two playbooks. The lead lands in BDC; if it converts to an appointment, it gets handed off; meanwhile the floor team is doing manual CRM mining for equity walks and lease-ends instead of being on the floor. The work is one continuous motion — first touch through delivery — and DealerTasker runs it as one motion.

DAY-ONE OUTCOMES

  • Instant Lead Response (BDC)
    Sub-30-second multi-channel reply on every internet lead, 24/7
  • Stale Lead Revival (BDC)
    30/60/90-day cold-lead cohorts re-engaged with vehicle-of-interest context
  • Missed-Call SMS Recovery (BDC)
    Caller-ID-matched SMS within 60 seconds — before they dial the next dealer
  • After-Hours Lead Coverage (BDC)
    Full conversations handled overnight; floor team inherits warm leads Monday
  • Equity-Position Notifier
    Real-time alerts when customers cross into positive equity
  • Lease-End Outreach
    90-day cadence with re-lease, buy, or trade payment math your reps can use
  • Just-Arrived Inventory Match
    Notifies historical leads the moment matched inventory hits your lot
  • Service-to-Sales Conversion
    Captures the upgrade conversation before they leave the service drive
  • Lowered Payment Reactivation
    Re-engages past shoppers the moment rates or incentives move in their favor

+ SALES & BDC DEPARTMENT LIBRARY

Multi-channel orchestrationLead scoring + prioritizationCross-channel drip sequencesOEM incentive campaignsTest-drive follow-upSource-quality scoringTrade-cycle intelligenceOEM model launchesPost-test-drive sequencesPrivate-sale event invitesDeal-stage nurture flowsService lane upgrade alerts

RUNS YOUR SERVICE-DRIVE OUTREACH

Service Department

✦ PLATFORM TARGET

Up to 25% recovered RO lift

Service is your highest-margin revenue pool — and the easiest to lose. The indie shop down the street wins the recall work before you can call. Lapsed customers don't come back. Declined ROs stay declined.

DAY-ONE OUTCOMES

  • Recall Notifier
    VIN-matched outreach the moment an OEM recall publishes
  • Lapsed-Customer Revival
    Wins back customers who've drifted to the indie shop
  • Declined-RO Re-Presentation
    Resurfaces previously declined work with new timing and context
  • Mileage-Triggered Reminders
    Outreach tuned to driving patterns, not just calendar dates
  • Service Appt Confirm + No-Show Rescue
    24-hour confirm, day-of reminder, same-day rescue — bay capacity protected
  • First-Service Onboarding
    New-vehicle owners booked for their first paid maintenance before the free interval ends
  • Seasonal Cadence (Tires + Battery)
    Pre-winter and pre-summer outreach with model-specific inspection offers
  • Prepaid Maintenance Renewal
    Surfaces customers approaching prepaid-plan expiration for upsell to paid maintenance
  • Loaner + Pickup Coordination
    Captures preference at booking, sequences confirmation, frees the service advisor

+ SERVICE DEPARTMENT LIBRARY

Mileage-prediction modelingRecall-campaign orchestrationMulti-RO sequencesTire + battery seasonal cadencesCustomer-loyalty flowsFirst-service onboardingPrepaid maintenance renewalEV-specific service intervalsBrand-specific recall escalationLoaner + pickup coordinationBilingual service outreachOEM warranty-expiry notifier

HANDLES YOUR FRONT DESK

Reception Department

✦ PLATFORM TARGET

Up to 40% lift in inbound call capture rate

Every voicemail buried for three days is a missed conversation. Every misrouted call is a customer waiting on hold for the wrong department.

DAY-ONE OUTCOMES

  • Inbound Call Screening
    Every call answered; caller-ID matched to your CRM for instant context
  • Department-Aware Routing
    Intent classified before transfer — sales, service, parts, F&I, management
  • After-Hours Coverage
    24/7 phone presence; qualified handoff to your team the next morning
  • Voicemail Triage
    AI prioritizes by urgency and intent — buried voicemails stop happening

+ RECEPTION DEPARTMENT LIBRARY

Call-back cadencesAbandoned-call recoveryLanguage detectionHigh-value-caller alertsAfter-hours capture optimizationHold-time minimization

POWERS YOUR ADVERTISING

Marketing Department

In development · free at launch

✦ PLATFORM TARGET

Up to 30% lower cost per attributed deal

Most dealership marketing is disconnected from the rest of the store — a campaign runs, leads land in the CRM, and nobody knows which ad drove which deal.

AT-LAUNCH OUTCOMES

  • Programmatic SEO
    Auto-generated inventory and model landing pages — no manual maintenance
  • PPC Campaign Management
    Bid optimization tied directly to live inventory and lead flow
  • Social Media Posting
    Branded daily cadence built on your inventory + OEM campaigns
  • Promo + Event Campaigns
    End-to-end orchestration across SEO, PPC, social, and on-floor execution
  • Attribution-Grade Reporting
    Every campaign traced through touches → conversation → deal

+ MARKETING DEPARTMENT LIBRARY

OEM co-op workflowsEmail + nurture campaignsRetargeting sequencesGeo-fenced eventsBrand-lift measurementInventory-tied creative

⭐ TOTAL STORE BUNDLE · BEST VALUE

Every department covered.

Per rooftop · month-to-month · all paid packages plus Marketing free at launch.

✦ PLATFORM TARGET

Up to 26% savings vs à la carte + compound impact across departments

Running every customer-facing department on a different vendor means different bills, different dashboards, different data silos — and no consistent attribution back to revenue. Total Store consolidates Sales (incl. BDC), Service, Reception, and Marketing onto one platform, one data layer, one reporting view.

WHAT'S INCLUDED

  • Every workflow from all 3 paid packages
    Sales (incl. BDC volume work + floor-team between-deal work), Service, Reception — 19 workflows live at go-live
  • Marketing Package free at launch
    Currently in development; free for the duration of your active subscription once it ships
  • Dedicated Customer Success Manager
    One named human running cadence, optimization, and quarterly business reviews
  • Priority deployment + premium SLA
    Front of the queue on deployments; same-day response on platform issues
  • Annual Custom Solutions credit
    Net-new workflows specific to your operation — included, not billed extra

Additional fees: SMS $0.029 per segment · Voice $0.179 per minute (carrier costs passed through at cost).

● HOW THEY FIT TOGETHER

Most operators start with one. Many run them all.

Common starting points

Sales + Service is the most common combo — covers your highest-leverage lead handling (including all the BDC volume work that's now folded into Sales) and your highest-margin service-drive defense in one move.

Best value

Total Store Bundle beats à la carte by roughly 18–26% once you're running 3+ paid packages. Plus Marketing free at launch, dedicated CSM, Custom Solutions credit.

● TALK TO A HUMAN

Which package moves the needle fastest?

Free baseline audit on your CRM and service data. 30 minutes, no commitment.

Build your package.