See the dealership operating platform work.

One record. Every source attached.

The Dealership Operating Platform connects source health, identity resolution, dealership definitions, store access and every product using the governed record.

Built features

DMS APIs29 CRM datasetsLive appointmentsCustomer identityFreshness + lineageStore permissions

Step 1 of 4

Connect the systems already in use.

DMS, CRM, service and website records enter with their source identity and freshness intact.

Ready · 15 seconds

Illustrative dealer group · masked sample

Canonical record DEMO-CUST-0142

Seven source records resolved into one governed customer, vehicle and deal relationship.

Access: Central + group aggregate⌄

Source records

joined across 6 domains

Resolved entities

customer + vehicle

Active definitions

shared across products

Freshest update

5:34

website · today

Attached sources

Refresh and identity status

6 domains

Resolved relationship

Fields masked in demo and constrained by access

Identity resolved

Maya C.

DEMO-CUST-0142 · m•••@example.invalid

SMS + email eligible

Vehicle2021 midsize SUV

Mileage48,320

Payments27 / 72

Position+$3,330 equity

Last service74 days

Last outbound41 days

Eligible contact = permitted channel + no DNC + outside cadence window. Definition version 3.4 is shared by Audience, Loyalty and Direct Mail.

Ask

Answers against approved views with the definition beside the result.

Audience

Builds a masked, permission-aware segment before any activation.

Loyalty

Recognizes VIP benefits and the next service opportunity.

Brief

Delivers exceptions and pace changes to authorized managers.

DMS-0142 + CRM-8841 + RO-30442 + WEB-7710 + APPT-0552 + INV-0142 + RC-26-417 → identity rules v2.7 → DEMO-CUST-0142 → eligible_contact v3.4 → Ask / Audience / Loyalty / Brief

Motion use: the original source cards stitch into this record; the definition and access boundary lock into place; the four product consumers illuminate only after the canonical record resolves.

Ask a dealership question. Inspect the answer.

Ask keeps the conversation, a concise answer, optional visuals, and a persistent evidence panel for scope, permitted fields and sources.

Built features

Threaded follow-upsSaved folders18 metric definitionsInline visualsSource citationsPII guardrails

Step 1 of 5

Ask in dealership language.

Start with the question a manager would ask in a meeting. No report builder or field names required.

Ready · 14 seconds

Ask

Finance review / July 80+ month contracts

How many retail contracts ran 80+ months in July?

284 retail contracts ran 80 months or longer.

216 carried GAP. The remaining 68, or 23.9% of the cohort, did not. West had the lowest attachment rate at 72.4%.

80+ month contracts284

With GAP216

Without GAP68

GAP coverage by rooftop

Retail finance · delivered July 1 to 31 · term ≥80 months

68 to review

North Store64 / 82

Central Store59 / 76

South Store51 / 68

West Store42 / 58

North has the most contracts to review.

North has 18 without GAP, Central 17, South 17 and West 16. West still has the lowest attachment rate because it delivered fewer long-term contracts.

Motion use: the question breaks into visible scope and definition rules; the result counts up; selecting Data or Sources moves the evidence into the foreground without leaving the answer.

Build the audience. See every exclusion.

The product turns a plain-language request into applied filters, safeguards, live counts, masked samples, an approval and a receipt.

Built features

Nested AND / ORSaved segmentsMasked previewsConsent + DNDCadence capsAutomation recipesRe-entry + exitsSend TextConversationsCommunications CenterCampaignsActivation receipts

Step 1 of 5

Describe the owners you want to reach.

Use the opportunity in plain language. The builder turns it into inspectable dealership rules.

Ready · 16 seconds

Show

Illustrative dealer group · masked sample

Service-to-trade opportunity

Build, inspect and activate an eligible owner audience.

All permitted rooftops⌄

1 Build2 Preview3 Approve4 Activate

Starting owners3,160

Qualified214

Suppressed27

Ready187

Masked audience preview

Representative matches only · no raw contact detail exposed

Customer	Store	Vehicle	Payments	Equity	Last service	Last contact	Channels
M••• C.	Central	2021 midsize SUV	27	+$3,330	74d	41d	SMS + email
J••• R.	North	2020 compact SUV	38	+$4,180	103d	57d	email
A••• T.	South	2022 full-size SUV	25	+$2,710	46d	35d	SMS

Approved outreach workflow

187 eligible owners · Demo Operator approval required · cadence reserved at send time

ACTIVATION RECEIPT · DEMO-ACT-2026-07-31-001
187 eligible · approved by Demo Operator · destination: approved outreach workflow · 2026-07-31 10:42:18 CDT

Motion use: each filter physically narrows the population; 27 suppressed records exit the flow; activation remains inert until approval; the receipt stitches back to the audience definition.

See the operating issue before it becomes a month-end surprise.

Ledger maps the accounts each dealership already uses into one operating definition and keeps every result tied to its source lines.

Built features

Step 1 of 4

Choose the operating question.

Start with a dealership decision, then constrain the stores, dates and approved records behind it.

Ready · 10 seconds

Illustrative dealer group · masked sample

Service absorption by rooftop

Trace the result from operating definition to source accounts.

All permitted rooftops · July

Operating question

Scope and definitions remain inspectable

Approved view

Rooftop comparison

Current period · source-linked

1 exception

Open the source lines behind the gap

No change is made until an authorized operator confirms it.