DealerTasker by ShiftScale

● DEPARTMENT-FIRST PRICING

Pricing built around your departments, not seats.

Per-rooftop. Month-to-month. No annual contract. No setup fee. Answer four quick questions and we'll build you a custom package with pricing, timeline, and matched case studies — or book a demo and we'll walk through it live.

Free · no card required. Get pricing in under 2 minutes.

● THE PACKAGES

Four department packages. One platform.

Each package is fully functional standalone. Most operators start with one (Sales or Service most commonly) and add others as the platform proves itself. Run all four on the Total Store Bundle.

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

● WHAT EVERY ENGAGEMENT INCLUDES

No matter which package you start with.

Department package(s)

Sales (incl. BDC), Service, Reception, or Marketing — workflows live on day one, tuned to your store.

Workflow library access

15+ ready-to-deploy templates across departments. Library expands every quarter.

Live integrations

CDK Drive, CDK CRM (Elead), Xtime. Native voice + SMS + chat runtime. No bolt-ons.

Onboarding + tuning

48-hour deployment, branded voice tuning, dealership-specific calibration. No setup fee.

A2P 10DLC handled

Brand + campaign registration end-to-end. Compliance-grade SMS from day one.

Dedicated phone number

Per-rooftop number — voicemail, SMS, call routing all unified.

Reporting suite

Touches, conversations, conversions, attributed revenue — all per workflow.

Customer Success

Tier-dependent — Total Store Bundle includes a dedicated CSM running cadence + QBRs.

● HOW WE SCOPE YOUR QUOTE

Five inputs drive your number.

Pricing varies by what you actually run. Use the wizard to get an instant quote, or we walk through these on the demo call.

STEP 01

Departments enabled

How many of Sales, Service, Reception are live. Total Store Bundle activates once 3+ paid packages run.

STEP 02

Rooftop count

Single-rooftop pricing differs from a group. Group discounts kick in at 3+ rooftops.

STEP 03

Lead + RO volume tier

Department packages are tiered so a 200-lead store and a 2,000-lead store pay differently.

STEP 04

Custom workflow scope

Standard library is included. Custom Solutions (net-new workflows specific to your operation) is scoped per project.

STEP 05

Carrier passthrough

SMS + voice carrier costs are billed at cost on a separate line, disclosed during onboarding.

● WHAT'S NEVER VARIABLE

Same for every customer, every plan.

Month-to-month

No annual lock-in. Cancel with 30 days notice. Configs preserved for 90 days.

Per-rooftop

Not per-seat, not per-conversation. The pricing unit matches the operating unit.

No setup fee

Standard onboarding is included. Custom Solutions work is scoped separately when applicable.

No per-conversation charges

Agent runtime, conversation logging, and model costs are included. Carrier passthrough at cost.

● COMMON QUESTIONS

Pricing details.

Why don't you publish a rate card? +

Because the right number depends on what you actually run — departments enabled, rooftop count, volume tier, custom workflow scope. Publishing a list price encourages buying the wrong package. Use the Build Your Package wizard for an instant per-dealership quote, or walk through pricing on the demo call.

Are there setup fees? +

No setup fee for standard deployments. Custom workflow design or non-standard integrations are scoped separately and quoted before kickoff.

Is there a long-term contract? +

No. Month-to-month with 30 days notice to cancel. No annual lock-in. Longer terms unlock a lower monthly rate and a 10% upfront-pay discount if you want it.

What's included in the monthly fee? +

All agent runtime, connector usage, conversation logging, model costs, software updates, ongoing tuning, customer success, and reporting.

What's NOT included? +

Carrier passthrough (SMS + voice traffic on our underlying carrier infrastructure) billed at cost on a separate line. Custom Solutions work (scoped separately). Per-rooftop number provisioning if keeping multiple A2P-registered numbers.

How does multi-rooftop pricing work? +

Pricing is per dealership. Group discounts kick in at 3+ rooftops. Specific pricing is shown in the wizard or reviewed on your demo call.

● BUILD YOUR PACKAGE

Get your custom quote in 2 minutes.

Tell us what workflows you want automated, your rooftop count, and current stack. We match you to a package, price it against your dealership, and email you a copy for reference.

● BEFORE YOU DECIDE

Take it a step further.

Build your package.