CDK Modern Retail CRM vs TECOBI App

CDK Modern Retail CRM is a fully portable, interactive Customer Relationship and Dealership Management toolset available on a mobile tablet. This allows dealership sales staff to complete much of the process via a mobile device – at any time, from anywhere, without ever accessing sales tools through a traditional PC The CDK Modern Retail CRM App provides access to all CRM sales functionality to log prospects, search inventory, quote customers, track test drives, and follow up. CDK Modern Retail CRM provides ability to manage showroom, phone and internet leads no matter their location, and respond using phone, email or text tools to capitalize on every business opportunity. Real-time integration features with the in-store CRM ensures up-to-date data is available to authorized users at all times. These features include: · Search engine of customers and prospects. · Vehicle VIN scanner to instantly upload trade information. · Full vehicle walk-around to note damage with text, picture or video · Dual-sided drivers license scanner. · My Day page feature to keep track of contact info of potential customers. · Organizer page to consolidate calendar dates, phone numbers, and email addresses. · Vehicle Inventory search engine to find the desired vehicle through the dealership’s inventory. · Detailed vehicle descriptions and photos · Two-way text messaging platform to communicate with car shoppers · Sales Process management with Real-Time quoting tools · Mapping of the test drive · Fully Secured Credit application · Digital Documentation

TECOBI connects dealership customers, conversations and staff. Requires a TECOBI account. Features depend on store setup, permissions and supported devices. 4.0 updates: - Dashboard: arrange/save cards, goals, sales pace and queues, supporting records, inbound call playback, appointment filters and AI Impact. - Pencils: cash/loan/lease editing, target-payment pricing, safer saves/quotes, weight recovery and labeled estimates, PDF controls, blank four-square worksheets and Dashboard pencils. - Appointments: searchable calendar/lineup, closed-hour shading, visit details, corrected statuses and CSV exports. - Auto Bot: enabled stores get page-aware customer catch-up, ongoing chat, live voice, optional Hey Auto Bot while open, historical notes, coaching, Go deeper, supporting records, waiting cues and feedback. - Daily Brief: configured stores can read or listen to a concise sales, AI, appointment, queue, staff and customer-priority recap with supporting records. - Auto Bots: searchable roster, guided setup, wait presets, testing/settings and Specials. - Messaging: Text/Email/Note tools, attachments, emoji/GIFs, saved replies, inventory lists and Pause; clearer bubbles/calls/dates, teammate read/view markers, internal reactions, scrolling and dictation. - Email: dealership branding, subjects/signatures, vehicle/finance/media/document cards, secure file links and sent-email previews. - Videos: Account/My Videos, public YouTube/Drive imports, editable titles/upload progress, blast/preset videos and recipient watch time/sections/sessions/alerts. - Documents: guided setup, field mapping, packages, signed-document viewing and 20 templates, including We Owe, delivery, test drive, trade, insurance, receipts and English/Spanish FTC Buyers Guides. - Credit: clearer applications/Soft Pulls, confirmed Dealertrack results and RouteOne submissions/decisions. Bank sending requires approved setup. - Inventory/Trades/Desk Logs: vehicle/customer cards, sorting/date filters, visit totals, notes/details and unwind dialogs. - Reminders/Notifications: searchable grouped inboxes, quick reminder times, unread/mention filters, mark-all-read, accurate badges, video announcements and recovery. - Reports: charts/filters, searchable My Activity/Team Activity, completed Needs Calls and business-hour call wait, optional CSV emails and separate New Leads/Submissions when capture is enabled. - Users/Surveys/Settings: searchable layouts, per-store job titles/lead preferences, VIN/price/vehicle-link inserts and optional returning-lead/appointment-status call flags. - New Lead/Walk-in: clearer forms, address suggestions that keep suite details, existing-customer results and recovery after canceled ID scans. - Navigation: collapsible menus, saved customer-panel preferences and improved light/dark layouts and keyboard clearance. - Training/Tickets/Monitor: readable lessons/quizzes, ticket priorities/replies and searchable live activity. - API Access: scoped read-only integration tokens, request audits, public AI guide, phone lookup and pagination. - Store Transfers: approved stores preserve permitted history/opt-outs and stop the original store's follow-up. - CRM: better ELead/Fortellis/VinSolutions sync, first-price proof for connected ELead stores, acquisition routing and staff handoffs. - Customer links: mobile forms, Canadian phone validation, newest-year inventory, iPhone video fullscreen, branding and secure pencil previews. Connected website voice/chat uses verified vehicle cards and enabled form suggestions. - Mobile/sign-in: quieter loading, offline/retry/upload/audio states, update recovery, notification settings/calendar controls, email/text security-code choice, autofill and recovery/invitations. - Optional sign-in: Face ID/Touch ID in the new iOS app; desktop passkeys and password/security-code recovery. - Eligible mobile actions: notification replies when biometrics are disabled; app-icon Create Lead/Scan Driver's License shortcuts.