DealerTasker by ShiftScale
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● LAYER 1 · DATA LAYER

A unified data layer across your stack.

Bidirectional integrations with your DMS, CRM, scheduling, listings, and voice systems. Reads + writes back so every conversation closes the loop on attribution back to the closed deal.

● INTEGRATED WITH THE TOOLS YOU ALREADY OWN

Bidirectional integrations with the dealership stack.

Live integrations operating in production today. Roadmap connectors rolling forward. If your system isn't listed, Custom Solutions scopes connectors in 2–4 weeks.

DMS

CDK Drive · Bidirectional via Fortellis Tekion · Q1 2027 Reynolds & Reynolds · Q4 2026 Dealertrack · Integration build in progress (Cox Automotive) PBS Systems · Q2 2027

CRM

CDK CRM (Elead) · Live via Fortellis VinSolutions · Live via VinConnect API DealerSocket · Q4 2026 (Solera-owned; includes Auto/Mate) ShiftScale CRM · Best fit for smaller independents without a legacy CRM

Service Scheduling

Xtime · Cox Automotive — production today myKaarma · Service scheduling + customer communication OEM Service Portals · On request, per-brand

Website Platforms

DealerOn · Custom on request Dealer Inspire · Custom on request Fox Dealer · Custom on request PureCars · Custom on request Sincro (Ansira) · Custom on request Team Velocity · Custom on request Autofusion · Custom on request

Inventory Platforms

vAuto · Custom on request HomeNet Automotive · Custom on request DealerRater · Custom on request MAX Digital · Custom on request Provision · Custom on request

F&I Tools

RouteOne · Custom on request Dealertrack (Cox F&I) · Custom on request F&I Express · Custom on request MenuMetric · Custom on request Provision F&I · Custom on request

Recall + Campaign Data

NHTSA Recall Feed · Public VIN-level recall data Auto.dev · Per-VIN open-recall verification (paid, per-dealer scoped) OEM Campaign Feeds · Per OEM, on request

Don't see your stack? We scope custom connectors as part of Custom Solutions (project-quoted, 2-week typical deployment).

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● WHAT WE READ AND WRITE

Bidirectional by design.

READS FROM

  • ·New lead webhooks (every source: website, AutoTrader, Cars.com, OEM)
  • ·CRM lead status, history, source attribution
  • ·DMS deal data, service history, customer records
  • ·Inventory feed for vehicle-of-interest context
  • ·Xtime / Cox appointment slots
  • ·Caller ID for inbound call routing
  • ·NHTSA recall publications

WRITES BACK TO

  • ·Lead status updates back to CRM
  • ·Appointment bookings into scheduling tool
  • ·Service appointments into Xtime / Cox
  • ·Full conversation logs against the lead/customer record
  • ·Lead source attribution for marketing reporting
  • ·RO line items + declined-work flags
  • ·Voicemail summaries + transcripts

● THE WHOLE PLATFORM

Three layers, one architecture.

Same data layer + workflow engine + AI agents under every department package — Sales (incl. BDC), Service, Reception, Marketing.

YOU ARE HERE

Layer 1 · Data Layer

Bidirectional DMS + CRM + Xtime + voice integrations.

EXPLORE

Layer 2 · Workflow Engine

15+ ready workflow templates expanding every quarter.

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EXPLORE

Layer 3 · AI Agents

Conversational AI tuned to your dealership voice. 50+ languages.

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Platform overview → View integrations Security posture

● SEE IT INTEGRATED

Demo on your data stack.

30-minute walkthrough on your CRM + DMS + scheduling. We'll show the live integrations operating against your actual data.

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