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What is XRM?

Dynamic and results-oriented, XRM serves as a comprehensive CRM solution tailored specifically for dealers, enabling you to boost profits while reducing vendor expenses. Whether you are on the sales floor or interacting with customers through online platforms, you can effortlessly monitor all showroom activities in real time. By integrating seamlessly with external lead providers, you guarantee that no sales opportunity is overlooked. Customer interactions and essential tasks can be managed directly from your mobile device, which allows for a streamlined workflow. Handling customer data and interactions wirelessly helps to simplify processes and improve efficiency. The system accelerates deal processing with features such as license plate and driver's license scanning, ensuring that each transaction is handled swiftly. You can track internet leads in real time and manage follow-up tasks no matter where you are located. Additionally, XRM provides insights into available incentives and factory programs that are uniquely suited to both vehicle selections and customer credit profiles. It allows you to adjust payment options with versatility in retail, leasing, and balloon arrangements. By employing professional electronic paperwork, you can significantly reduce deal times, leading to a more efficient transaction experience. With XRM, staying updated on showroom activities as they happen has never been easier, allowing you to remain proactive in your sales approach. This comprehensive tool positions your dealership for success in a competitive market.

What is Informativ?

Informativ’s Dealership Compliance Software offers a robust digital compliance solution tailored for both in-person and online transactions, formerly recognized as Dealer Safeguard Solutions/DSGSS, with the goal of creating a trustworthy, verifiable, and fraud-resistant process for vehicle sales. The platform enhances efficiency by eliminating the dependency on physical paperwork, enabling the digital gathering of information from buyers and co-buyers, as well as allowing document uploads, while generating a “digital deal jacket” for each transaction, regardless of whether they are completed, and maintaining essential records in secure cloud storage over extended periods. It ensures adherence to critical regulatory requirements like the FTC Safeguards Rule, FCRA standards, and privacy laws through automated policy workflows, identity verification, and fraud detection tools. Informativ’s sophisticated multi-layered engine can scan more than 250 types of barcodes and IDs to pinpoint potential synthetic and identity fraud threats, effectively blocking non-compliant transactions from moving forward. Furthermore, the software is built with both mobile and desktop options, making it suitable for both physical and virtual sales environments, while also allowing for early soft-pull credit pre-qualification for potential buyers. This adaptability significantly improves the customer journey by aligning with various sales scenarios and consumer needs, ultimately promoting a smoother buying experience. Additionally, the software's user-friendly interface ensures that dealership staff can navigate the platform with ease, further enhancing operational efficiency.

Media

Media

Integrations Supported

Dealertrack DMS
RouteOne
AutoFi
HomeNetGuard
Pam
vAuto

Integrations Supported

Dealertrack DMS
RouteOne
AutoFi
HomeNetGuard
Pam
vAuto

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Affinitiv

Company Location

United States

Company Website

www.affinitiv.com/sales/xrm/

Company Facts

Organization Name

Informativ

Company Location

United States

Company Website

informativ.com/solutions/dealership-compliance-software/

Categories and Features

Auto Dealer

Accounting
Buy-Here-Pay-Here
Collections Management
Contact Database
Customer Database
Document Management
F&I Management
Financing Management
Form Printing
Inventory Management
Lease Management
New Car Dealer
New Car Lot
Online Inventory
Parts Management
Sales Management
Service Department
Used Car Lot
Website Integration

Categories and Features

Auto Dealer

Accounting
Buy-Here-Pay-Here
Collections Management
Contact Database
Customer Database
Document Management
F&I Management
Financing Management
Form Printing
Inventory Management
Lease Management
New Car Dealer
New Car Lot
Online Inventory
Parts Management
Sales Management
Service Department
Used Car Lot
Website Integration

Fraud Detection

Access Security Management
Check Fraud Monitoring
Custom Fraud Parameters
For Banking
For Crypto
For Insurance Industry
For eCommerce
Internal Fraud Monitoring
Investigator Notes
Pattern Recognition
Transaction Approval

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