lead.created
Every lead, in TMS.
Leads the AI captures from chat, SMS or email, trade-ins included, are sent to TMS as ADF. Your BDC works them where it always has.
- ADF lead
- Trade-in lead
- Lead from a sequence reply
Your TMS CRM,
worked by AI. No double entry.
DealerAI writes the leads, appointments and conversation notes it handles straight into TMS, and checks TMS before every follow-up so a customer your team already sold never gets another text. Your BDC keeps working in TMS. DealerAI keeps it current.
6
Things it does on its own
4
TMS signals that stop a sequence
12mo
Of TMS leads to work
tms.sync · lead #48213
AI ADF → TMS
Chat lead captured
AI appointment
Test drive booked
AI note
Conversation note posted
Sequence step 3 · TMS check
● Synced 4 events · 1 lead ADF · API
Native TMS connection Leads · clients · appointments · notes Checked before every REACH step CRM Explorer · rolling out All-in-One plan SOC 2 · PIPEDA
What DealerAI does in TMS
Everything the AI handles, already in your CRM.
Six things happen on their own once TMS is connected. None of them need your team to copy, paste or re-key anything.
contact.created
Clients, not duplicates.
New DealerAI contacts are created as TMS clients, so the customer record starts in the CRM, not a spreadsheet.
- Create client
appointment.created
Booked by AI, on the lead.
When the AI books a test drive or visit, the appointment is added to the matching TMS lead.
- Add appointment
notes
The whole conversation, as notes.
Conversation updates and sequence steps are posted as notes on the TMS lead. Anyone who opens it sees what DealerAI said and when.
- Conversation note
- Sequence step note
- Lead sent note
sequence.preflight
A check before every message.
Before each REACH step, DealerAI looks the lead up in TMS and ends the sequence if your team already handled it.
- Sold
- Made inactive
- Appointment booked
- Do not contact
crm.activity
Context from your team.
Recent TMS emails, texts and calls on the lead are summarized into the conversation, and can end the sequence once its goal is met.
- Activity summary
- Goal check
CRM Explorer Rolling out
Your TMS database, turned into campaigns.
CRM Explorer brings the last 12 months of TMS leads into the DealerAI portal. Filter them, save the filter as a list, and hand the list to a REACH sequence. Dynamic lists refresh every day and can enroll new matches on their own.
- Browse and filter TMS leads by date, status, source, type, salesperson, sold and active.
- Static and dynamic lists: pick leads by hand, or save filters that update daily.
- Enroll into REACH in one click, or auto-enroll new leads as they join a list.
- See what DealerAI sent to TMS: leads, appointments and notes, with any failures called out.
How it plays out
Three moments TMS dealers feel right away.
Each one starts with something DealerAI already does for you and ends with TMS up to date.
flow.after_hours_lead
A 10 PM chat is a TMS lead by 10:01.
The AI answers on your website, qualifies the shopper and captures the trade-in. The lead goes to TMS as ADF and the conversation lands as a note, so the first salesperson in the next morning has the whole story.
Website chat → ADF lead → TMS → Conversation note
flow.database_campaign
Last year’s unsold ups, worked this week.
In CRM Explorer, filter TMS leads to unsold ups from the last six months and save it as a list. Enroll it in a REACH sequence. Replies that turn into appointments are booked on the TMS lead.
TMS leads → CRM Explorer list → REACH sequence → Appointment → TMS
flow.sold_stop
Sold on the floor. Quiet in the inbox.
Your salesperson closes the deal and marks it sold in TMS. Before the next REACH step, DealerAI checks TMS, sees the sale and ends the sequence. No awkward “still interested?” text after delivery.
Marked sold in TMS → TMS check · next step → Sequence ended
Clear boundaries
What it doesn’t do, on purpose.
TMS stays your system of record. These limits keep DealerAI from stepping on your desk or your data.
Doesn’t change lead status in TMS
DealerAI adds notes. It never changes a lead’s status, sold flag or assigned salesperson.
Doesn’t copy TMS messages word for word
TMS communications are read and summarized to steer the sequence, not imported as messages.
Covers the last 12 months
Older TMS leads aren’t available in CRM Explorer lists.
Waits for a reply on outbound lists
Contacts enrolled from a CSV only become TMS leads once the customer replies, so cold lists don’t flood your CRM.
Getting connected
Live in TMS in three steps.
Our onboarding team does the setup with you. There is nothing to install in TMS.
01
Connect TMS.
We link your store’s TMS account to DealerAI under Integrations. DealerAI starts loading the last 12 months of leads.
→
02
Choose what writes back.
Pick which events go to TMS (leads, clients, appointments, notes) and whether a sold or booked lead ends a sequence.
→
03
Work your database.
Open CRM Explorer, build your first list and enroll it in a REACH sequence.
Questions
TMS dealers usually ask.
Will DealerAI talk over my sales team?
No. Before every follow-up it sends, DealerAI reads what’s new on the lead in TMS: emails, texts and calls from your team, booked appointments, and the lead’s status. It picks up where your salesperson left off instead of starting over, and steps back entirely once your team has booked, sold or been asked not to contact the customer. DealerAI works alongside your sales team, not around it.
Does DealerAI change lead status in TMS?
No. DealerAI adds leads, clients, appointments and notes. It never changes a lead’s status, sold flag or assigned salesperson, so your desk stays the source of truth.
Will DealerAI keep texting a customer we already sold?
No. Before every sequence step DealerAI checks the lead in TMS. If it was sold, made inactive, booked an appointment or marked do-not-contact after enrollment, the sequence ends before the next message goes out.
Do TMS emails and calls show up in DealerAI?
As a summary. During a sequence, DealerAI reads recent TMS emails, texts and calls on the lead and adds a short summary to the conversation, so the AI knows what your team already said. The messages themselves stay in TMS.
How far back can I build lists from?
Twelve months. DealerAI keeps the last 12 months of TMS leads in sync for browsing, filtering and building lists. Older leads stay in TMS.
Which plan includes TMS?
Third-party CRM integrations, TMS included, are part of the All-in-One plan.