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THE DEALER FUNNEL SOFT PHONE

The phone system built
into the platform.

Most car dealership phone systems sit next to your CRM and sync into it later. Ours is built into the platform: every call happens on the lead record, with an AI copilot listening, coaching, and writing it all down. No desk phones, no second app, no sync to babysit.

1-10 AI score on every coached calllive inventory cards mid-callmonitor · whisper · barge
BEFORE YOU EVEN PICK UP

Know why they’re calling before you answer.

The second a known lead rings in, Carly reads their recent texts and writes a one-line guess at why they’re calling, right on the incoming-call card. Your rep picks up already knowing the play, with the caller matched to their whole history.

INCOMING CALLCalled Sales line
MT
Marcus Traynor
(816) 555-0177
Demo Motors · AutoTrader
CARLY SUGGESTS

The real incoming-call toast. Carly’s guess is written from the lead’s texts, before you answer.

A FAITHFUL RENDERING OF THE REAL INCOMING-CALL TOAST · DEMO MOTORS

WATCH A CALL, START TO FINISH

The soft phone, mid-call.

A sales call playing out on Dealer Funnel’s calling surface: the transcript streaming in as they talk, Carly ticking off your call goals and pulling the truck from live inventory, and the AI call score written the second you hang up.

web.dealerfunnel.com/conversations ON A CALL
MT
Mike Thompson
Calling…
LIVE TRANSCRIPT
Connecting…
ASK CARLY CALL ASSIST
CALL GOALSSales Follow Up0/4
Confirm the Tacoma is available
Offer a test drive
Surface the trade-in
Lock in a day and time
Ask Carly about this lead…

A FAITHFUL RENDERING OF THE REAL SOFT PHONE · SCRIPTED DEMO CALL ON DEMO MOTORS

THE IN-CALL CO-PILOT

It knows your inventory better than your reps do.

While a rep is on the phone, the co-pilot listens and pulls matching vehicles straight from your live inventory the moment a customer describes what they want. No alt-tabbing to the DMS, no “let me check and call you back.” The exact unit, price, and stock number, right on the screen.

web.dealerfunnel.com/conversations ON CALL 3:14
RG
Robert Gaines(816) 555-0142 · live
REC
CustomerDo you have anything like a loaded Tahoe, white, under 45?
IN-CALL CO-PILOT In stock
2022 Chevrolet Tahoe LTUsed
4WD · 3rd row · tow package
$44,980
Summit White · 31,120 mi · Stock #T7742
View vehicle
2021 GMC Yukon SLTUsed
4WD · leather · sunroof
$43,500
White Frost · 42,300 mi · Stock #G3319
View vehicle
2023 Chevrolet Tahoe LSUsed
RWD · 8-passenger
$44,600
Iridescent Pearl · 22,050 mi · Stock #T8110
View vehicle
Matched on body style, color, and budget · pulled from your live inventory feed

A faithful rendering of the in-call co-pilot. Real units come from your store’s inventory; these are fixtures.

A FAITHFUL RENDERING OF THE IN-CALL CO-PILOT · REAL UNITS COME FROM YOUR INVENTORY FEED

WATCH AN INBOUND CALL ROUTE ITSELF

The front desk that answers on the first ring, then finds the right rep.

A real inbound call on Demo Motors’ main line: the AI receptionist answers, hears what the caller needs, and routes them to the sales team’s ring group. Every available phone rings at once, and the first rep to grab it gets the caller with their whole history already on screen. It can even book the service appointment itself when that’s what the caller wants.

web.dealerfunnel.com/conversationsINBOUND CALL
Unknown callerCarGurus
(407) 555-0147 · Main line
LIVE TRANSCRIPT
Answering…
Sales4Service5Parts2

Voice is a realistic example, not a real recording.

A FAITHFUL RENDERING OF THE REAL SOFT PHONE · SCRIPTED DEMO CALL ON DEMO MOTORS

01 · CALLING BASICS

Everything a desk phone does. On the lead record.

The fundamentals, done properly: in the browser, on the same screen your team texts from, with the lead’s whole history one glance away.

In-CRM browser softphone

Reps call any lead from the same screen they text from: type a name or a number, no desk phone, no second app.

Caller-ID with full lead context

When the phone rings, the rep sees who it is and their deal history before they answer.

Hold, transfer, keypad, mute

Everything a desk phone does, one bar at the bottom of the CRM.

Call waiting with swap

A second caller never gets a busy signal: reps see the waiting call, park one, and flip between them.

Team presence + internal huddles

See which teammates are online or on a call, and ring them internally with one tap.

Recent calls, tap to return

Every recent call (including the actual number, backfilled from the call log), one tap to call back.

Power dialer call sessions

Bulk-select leads in the inbox and dial through the list with auto-advance, a progress tray, and per-lead outcomes.

Live call-quality indicator

Choppy audio or a weak network is flagged to the rep in plain English mid-call, before the customer complains.

Availability + Do Not Disturb

Off the floor? Flip DND and calls route around you instead of ringing into silence.

02 · DURING THE CALL: THE AI COPILOT

An AI that listens along and hands your rep the answer.

While the rep talks, the AI transcribes live, checks off call goals, and pushes answer cards, objection handling, and in-stock vehicles matched to what the caller just said.

Live call transcription

Every word of the call streams into a live transcript panel as it happens.

Real-time coaching nudges

The AI listens along and slips the rep answer, objection-handling, and next-best-action cards while the customer is still talking.

Live inventory cards from real stock

Customer asks “do you have a blue one?” The rep gets an in-stock vehicle card from the dealership's actual inventory, mid-sentence.

One-tap “Book it” card

When the caller proposes a time, the AI hears it and pre-fills the appointment. The rep just confirms.

In-call Ask Carly chat

Reps can ask the AI anything mid-call (hours, stock, this caller's history) without leaving the call bar.

Live call-objectives checklist

The call's playbook goals appear as a checklist and get ticked off automatically as the rep hits them.

Voicemail drop with machine detection

Answering-machine detection reveals one-tap “Drop voicemail” only after a machine picks up. It never fires on a live human.

03 · AFTER THE CALL

The call ends. The follow-through starts itself.

Recap, score, disposition, and the next text: generated seconds after hangup, written to the lead’s timeline where the whole team can see it.

Wrap-up card with dispositions

One outcome taxonomy (appointment set, callback, no answer, do not call), and every pick writes a durable note to the lead's timeline.

AI-drafted text on missed calls

Tap “No answer” and a follow-up text is already written: one tap to send it before the next dial.

Unified 1-10 Call Score

A transparent composite (45% goals hit, 40% execution, 15% customer sentiment), comparable across every rep and store.

AI coaching scorecard per call

After each call the rep gets a written breakdown of what worked and what to fix: automatic, on every coached call.

Recording with secure playback

Every recorded call plays back inside the CRM through an authenticated proxy: no public recording URLs floating around.

Soft phone usage report

Managers see who's actually using the phone and what it's costing, per store.

04 · COACHING & TRAINING

Coach every call, not the two you had time to hear.

Live supervision, AI scorecards on every coached call, and a practice mode where reps rehearse against an AI customer before they burn a real lead.

Practice calls vs. an AI customer

Reps roleplay real scenarios on the same softphone they sell on: same call bar, same recap, only a practice flag differs.

Simulation scorecard + playback

Every practice call gets the same scoring and a replayable recording, so reps can hear themselves improve.

Monitor / whisper / barge

Managers join any live call three ways: listen silently, coach only the rep's ear, or step in for everyone. Switchable mid-call.

Phone Floor live wallboard

A big-screen view of the whole floor: who's available, who's on a call, who's offline, updating in real time.

Listen in straight from the wallboard

See a rep on a call and tap Listen in. Your soft phone joins their call muted, with whisper and barge one switch away.

Per-dealership coaching playbooks

Coaching goals and call playbooks are configured per store, so the nudges match how that dealership sells.

05 · AI RECEPTIONIST & VOICE AGENTS

A front desk that answers on the first ring. Always.

AI voice agents pick up the store’s line, route callers by what they say, book real service appointments, and hand humans a summary on transfer.

AI voice agents answer inbound

A natural-voice AI answers the store's line, converses in real time, books service appointments, and takes messages, 24/7.

Speech-routed AI switchboard

Callers just say what they need (“service,” “parts,” a rep's name) and the AI hands them to the right ring group.

Warm transfer with AI handoff

The receiving rep hears a whisper summary of the call so far before the caller connects. Nobody repeats their story.

Premium + cloned voices

Pick a premium AI voice, or clone a real staff member's consented voice, so the phone sounds like your dealership.

Voice-record invite links

Send a manager a secure link; they record a few lines from their phone and their voice becomes the store's AI voice.

Self-serve agent management

Search and buy numbers, create agents, set personality and tone, and edit them, all in-app.

The AI answers texts too

A text to the AI's number gets an AI reply: the line is never a dead end for texters.

Voice AI performance report

Every AI-handled call is logged and reported, so owners see exactly what the AI receptionist is doing.

06 · ROUTING, HOURS & COVERAGE

Every caller lands somewhere. By design.

Per-number routes, ring groups, menus, and store-wide hours, with fail-open fallbacks at every step so no caller ever hits a dead end.

Per-number call routing

Each number routes its own way: a specific rep, a ring group, a forward, an AI agent, a menu, or voicemail.

Named ring groups

Sales, Service, Parts: define teams once and every available member's phone rings at once.

IVR / auto-attendant menus

A recorded greeting with press-1 options, retry limits, and a fail-open fallback: a broken menu never strands a caller.

Business hours, set per store

Timezone-aware open hours set per store; after-hours callers on every number go straight to voicemail instead of ringing an empty showroom.

Holiday closures

Mark a one-off date or a repeating annual holiday as closed and the phones follow, even when the weekly grid says open.

No-dead-end routing

Every routing step fails open: all-DND teams fall to a designated owner, dead menus fall to voicemail. Callers always land somewhere.

Outage-proof fallback answering

Every number carries a static fallback that runs outside the platform itself. If the app ever has a bad minute, callers are forwarded to your main line instead of hearing an error.

07 · VOICEMAIL

Voicemail that behaves like messages, not a blinking light.

Shared department boxes by default, a reusable greeting library, and per-number greetings, all worked from the same inbox as everything else.

In-app voicemail inbox

Voicemails land in the CRM with mark-heard and delete, worked like messages, not a blinking desk phone.

Shared department boxes

A message for Service goes to the whole Service team's box. It never dies in one absent rep's personal inbox.

One listen clears it for the team

Mark a department voicemail heard and it clears for the whole group, so two reps never return the same call.

Greeting library, one library, two uses

Record greetings once; use any as your inbound greeting or drop one on a lead's voicemail mid-power-dial.

Per-number greetings

The service line and the sales line each get their own greeting.

08 · ADMIN, PROVISIONING & COMPLIANCE

Set up a store’s phones in an afternoon.

Guided setup with a readiness checklist, one-click provisioning, E911 and porting in-app, and per-user access switches: the boring parts, built in.

Guided Phone Setup hub

A five-step guided setup (add a number, choose answering, give the AI a personality, set hours, run a live test) with status on every item.

E911 + number porting

Emergency-address registration and porting handled in the same admin panel: the unglamorous compliance work is built in.

One-click provisioning

New store? Readiness check, auto-provision, and number repointing from one screen, no carrier-console surgery.

Per-user, per-store access grants

Admins decide exactly which users get the phone at which rooftops: rollout is a switch, not a project.

Caller blocklist

Block an abusive number once and it's silenced across the dealership; unblock just as fast.

Authenticated phone tokens

Softphone device tokens are minted only for the logged-in, entitled user: the phone can't be hijacked with a stolen URL.

THE POWER DIALER

Fifty follow-up calls become one guided session.

Bulk-select leads in the team inbox, hit Start calling, and the soft phone works the list for you: dial, talk, wrap up, next. The tray keeps score so the rep can keep talking.

A pre-flight check sets aside do-not-call, opted-out, and no-number leads before the first dial.Auto-advance counts down between calls. Pause it, hold it, or just press N for the next one.Every call gets an outcome: connected, no answer, or skipped, with a disposition written to the lead’s timeline.Interrupted mid-list? The session offers to pick up right where the rep left off.
See the power dialer
web.dealerfunnel.com/conversations
Call 7 of 23Now: Dale Hutchins · Next: Marcy Kowalski41112m · ~32m leftNext in 4s
UP NEXT
MKMarcy Kowalski(515) 555-0164
RNRay Novak(319) 555-0187
CLCarol Lindqvist(614) 555-0139
2 set aside in pre-flight: 1 on the do-not-call list, 1 without a phone number
THE WARM TRANSFER

Hand the call off. The customer never repeats a word.

One rep can pull in another mid-call: a teammate on the browser phone, someone on their cell, or a whole ring group. The receiving rep sees who’s transferring, a one-line note, and Carly’s AI summary of the call so far, before they even say hello. Carly’s stream follows the caller, so the coaching and the recap don’t reset at the handoff.

web.dealerfunnel.com/conversations ON A CALL
ALEX · YOU
MT
Mike Thompson
(407) 555-0182 · Demo Motors
REC02:14
PRIYA · RECEIVING
Priya, available

A FAITHFUL RENDERING OF THE REAL SOFT PHONE · SCRIPTED DEMO CALL ON DEMO MOTORS

FOR THE MANAGER

The whole floor, live on one screen.

The Live Phone Floor is a real-time wallboard of your soft-phone team: who’s available, who’s on a call right now, and who’s offline, updating the moment a rep signs in or picks up. Spot a rep on a live call and jump in to listen, without walking the floor.

web.dealerfunnel.com/reports/phone-floor
Live Phone Floor
Who’s on the phones right now, live.
LIVE
2
On a call
3
Available
5
On the floor
ML
Maria Lopez
On a call
Listen in
PS
Priya Shah
On a call
Listen in
DB
Devon Brooks
Available
JC
James Carter
Available
SK
Sara Kim
Available
AN
Alex Nguyen
Offline

A faithful rendering of the real-time Phone Floor. Presence updates live; fixtures shown.

A FAITHFUL RENDERING OF THE LIVE PHONE FLOOR · PRESENCE UPDATES IN REAL TIME

It rings on the iPhone, too.

The same phone system reaches your reps on the all-new Dealer Funnel iOS app: a real dialer, ring groups, transfers, and voicemail, with per-user push preferences so each rep chooses what buzzes their pocket.

See the mobile app
9:41
Phone
Dialer Team Recents Voicemail
Dial out of main
Mike Thompson
12ABC3DEF4GHI5JKL6MNO7PQRS8TUV9WXYZ*0+#
InboxDashboard1PhoneVideosProfile
WHAT IT REPLACES

Three line items become one.

If what you run today is working, keep it, honestly. But most stores are paying three vendors for what one system does when the phone and the platform are the same product.

The desk-phone PBX

Handsets, seat licenses, and a routing config nobody remembers. The soft phone runs in the browser and on the iPhone: hold, transfer, ring groups, IVR, voicemail, E911 and porting included.

A separate call-tracking vendor

When the phone is built into the platform, every call is already on the lead: recorded, transcribed, scored, and reported through to the sold deal. No second contract to stitch the data back together.

General-business VoIP seats

Horizontal phone systems are fine at dialing. They don't know what a lead source, an appointment, or a trade-in is. This one was built for a dealership's floor, because it lives inside the platform that runs it.

AN HONEST COMPARISON

How it stacks up, including where they’re strong.

Dealers usually cross-shop us against a business phone system, a call-intelligence platform, or an AI messaging suite. All three are real products with real strengths. The difference is shape: they bolt onto your CRM. The Dealer Funnel soft phone is inside the platform your team already works.

BASED ON EACH VENDOR’S PUBLIC MATERIALS, AUG 2026
CAPABILITYDealer FunnelDealership platform + phoneGoTo ConnectBusiness phone / UCaaSCallRevuCall intelligencePodiumAI messaging platform
The phone lives inside the dealership CRM: one login, one lead record
The call, the texts, and the deal are one record
Positioned to sync into a CRM you buy separately
Positioned to integrate with your existing CRM
Positioned as a layer beside your CRM
Browser softphone your reps call from all day
Click-to-call + mobile app listed
Desktop + mobile apps
AI copilot during the live call: answer & objection cards for the rep
Live in-stock inventory cards, mid-call, from the store's real stock
Live call transcription
Listed as a paid add-on
Per-call scoring & coaching scorecards
Transparent 1-10 composite on every coached call
AI Quality Management add-on
Their specialty: human-verified review at scale
AI summaries listed; scorecards aren't
Manager monitor / whisper / barge on live calls
Switchable mid-call
Listen/whisper on Contact Center tier
Practice calls against an AI customer
Same softphone, same scorecard
TestTrack simulation training
AI receptionist answering inbound calls 24/7
Sold as an add-on on every tier
DylanAI
AI Employee sold as an add-on
AI books real service appointments in the shop's scheduler
xTime live
Via Xtime
After-hours via DylanAI
Warm transfer with an AI context whisper to the receiving rep
Auto summary: callers never repeat themselves
Power dialer through a selected lead list
With auto-advance + voicemail drop
Auto-dialer on Contact Center tier
Shared department voicemail + per-store business hours
Voicemail-to-email + dial plans listed
One-tap AI-drafted follow-up text after a missed call
Automated missed-call text-back
Reporting that follows the call to the sold deal
Call → appointment → sold, incl. revived-deal comebacks
Attribution listed via partners
Publishes its pricing
$1,249-$2,895/mo, on the site
Quote-based
Quote-based
Quote-based
IncludedPartial / tier-dependentNot publicly listed

“Not publicly listed” means we couldn’t find the capability in that vendor’s public materials, not necessarily that it doesn’t exist. Competitors evolve. Check their sites. We’ll keep this honest.

BUSINESS PHONE / UCAAS
GoTo Connect

A serious cloud phone system with a real automotive package: named CRM integrations and Xtime-powered AI service scheduling. It's built to feed the CRM you already pay for: calls and texts sync into CDK or VinSolutions, with texts batched daily per their own integration docs. Dealer Funnel is the opposite shape. The phone lives inside the lead platform, so the call, the text thread, and the deal are one live record.

CALL INTELLIGENCE
CallRevu

Automotive to the bone: born in a dealership, human-verified call scoring, OEM programs, and (since acquiring TotalCX) hosted dealership phones. If dedicated call-QA depth is the whole job, they set the benchmark. Our angle is where the work happens: Dealer Funnel is the system your team works leads in (inbox, phone, follow-up, and sold-deal reporting in one place), with AI coaching on every call included.

AI MESSAGING PLATFORM
Podium

Podium pitches an AI Employee that replaces BDC headcount, on top of a genuinely strong reviews-and-messaging platform with phone seats. Their automotive vertical is real, with real case studies. We make the other bet: your people close, and the AI arms them (drafting, coaching mid-call, covering nights) inside a platform that tracks every call through to the sold deal instead of sitting beside your CRM.

Put the phone where the deals live.

Book 30 minutes. We’ll put you on a live call with the AI copilot running, on your kind of leads.

FROM $1,249/MO · $0 SETUP · UNLIMITED USERS · NO CONTRACTS
Book a 30-min demoSee pricing
SEE IT FOR YOURSELF

Text Dealer Funnel and watch Carly reply.

Drop your cell — you’ll get a real text back in seconds, exactly like one of your leads would.