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Case study · Automotive dealer software
VaultDrive
A dealer CRM reps and managers actually live in, built on top of a voice-AI platform that answers every call.
- Industry
- Automotive dealer software
- Engagement
- Forward Deployed Engineering
- Status
- CRM released, rolling out
The challenge
Dealer Surge had no unified CRM. Sales leads lived across disconnected tools, with no central pipeline and no AI communication layer dealers could trust day to day.
Moving dealers onto one system meant migrating large legacy lead lists, duplicates included, before the floor could live in one place.
The bar was something the sales floor would actually use, not another bolt-on, and a platform that could roll out beyond a single rooftop.
What we built
- Kicked off with a one-day, hands-on AI session with the team, then embedded engineers
- VaultDrive Sales CRM: Kanban pipeline, lead scoring, and preferred-consultant routing
- Multi-vehicle interest tracking, a MyDay task view, and customer profiles with duplicate filtering
- AI SMS nurturing, with confirmation required before a rep overrides it
- Role-based views: reps see their own leads, managers see the whole location
The platform underneath
- Voice AI for inbound dealership calls, with lead nurturing and rep routing
- Preferred-rep matching, auto clock-out logic, and multi-location support
- Live call transfer, SIP trunking, and automated failure alerting
- A unified analytics dashboard with role-based AI assistants
Results
- VaultDrive Sales CRM released and live with design-partner dealers
- Rolling out to additional dealership locations
- Dealerships have avoided missing 12,000+ customer calls
- Thousands of sales and service appointments booked through the platform
“Sixth Summit is the best development team we've worked with. The onboarding process was clear, communication is always top notch, and we never have to second guess if the work's going to be done. Their team is very detail oriented, and also very process driven, which is rare in the dev world. We're excited to continue our partnership and build cool things!”
Brayden Gingrich
CEO & Founder, VaultDrive (formerly Dealer Surge AI)
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