Apex CRM

APEX CRM

Engineered for dealership velocity.

A purpose-built operations platform for high-throughput dealerships.Real-time pipeline visibility, zero latency, and integrations that don't break under load.

Platform

All the views. Take your pick.

APEX CRM — Pipeline Overview

Pipeline Overview

June 2026 · Synced just now

Last 30 days

+ Add Lead

Active Leads

248

+12%

Conversion Rate

34.2%

+2.1 pts

Avg Deal Value

$24,600

−$800

Revenue MTD

$1.24M

+18%

LeadStageValueStatus

Ryan Torres

Lakeside Ducati

Negotiation$31,400Hot

Priya Nair

Summit Harley-Davidson

Proposal$26,800Warm

Chen Wei

Harbor Yamaha

Qualifying$18,200Active

Sofia Reyes

Westside KTM

Proposal$22,600Hot

Marcus Dale

Northgate BMW Motorrad

New$24,900Cold

Pipeline

New

Qualifying

Proposal

Negotiation

Closed

Activity

Marcus Webb

moved to Proposal

Sarah Chen

closed at $27,500

11m

Jordan Park

imported 12 leads

23m

Alicia Torres

left note on deal

01 • Standard View

Capabilities

Absolute scale.

Real-Time DMS Sync.Seamlessly push and pull inventory and customer data from your existing dealer management system.

Intelligent Lead Routing.Automatically assign incoming prospects to the right floor rep based on workload and closing ratios.

Unified Communications.Centralize SMS, email, and phone logs into a single, immutable customer timeline.

Deal Desking Analytics.Track margin, holdback, and F&I performance in real-time across your entire dealership group.

Workflow

Process. Perfected.

Apex CRMnow

Incoming lead saved from Round-Robin.

Humane AI has initiated contact with Marcus T.: 2024 Kawasaki Z900 inquiry. Rep slot was unavailable.

Leads never die in round-robin limbo.The moment a lead arrives, Apex intercepts it before the rotation. Humane AI sends a natural opening text while the rep is occupied, and the right rep gets a push notification with a single action — Takeover.

Voice Note

A recorded voice memo attached directly to the lead timeline. Timestamped. Immutable.

Detailed Text Log

A mandatory 50+ character written summary. No vague entries. The manager reads everything.

Every touchpoint is clocked by the minute.Reps can’t mark a lead “Contacted” with a checkbox. The system requires a recorded voice note or a 50+ character written log before the status advances — and managers read everything.

System / AIRep actionCall

8:02 AM

Lead assignedJordan M.

Walk-in inquiry: 2024 Kawasaki Z900

8:03 AM

Humane AI initiatedSystem

Automated intro text sent to customer

8:11 AM

Takeover acceptedJordan M.

Rep clicked takeover from push notification

8:14 AM

Outbound call, 3m 22sJordan M.

Voice note logged: discussed trade-in value and finance options

9:30 AM

Follow-up scheduledJordan M.

Customer requested callback after lunch

1:05 PM

Inbound call, 1m 48sJordan M.

Confirmed appointment for Saturday at 10 AM

1:08 PM

Log submittedJordan M.

"Customer is a serious buyer. Trade is a 2021 Honda CB500F, ~18k miles. Financing pre-approved."

3:44 PM

Deal deskedJordan M.

Pencil sent: $0 down, 60-month at 7.9%

Hour-by-hour history. Down to the minute.Every log, every call duration, and every gap in the lead’s timeline — visible to managers in real time.

Inventory Pricing

Priced at the desk.

Manager-approved discounts, ready to fire.Managers flag aging units in the back office — floor price, discount ceiling, and expiry window. Reps see a curated Hit List and send the pre-approved out-the-door offer to the customer's phone in one tap.

They found it cheaper. We already re-priced it.Log a price objection and the deal drops into a dedicated Price Issue pipeline. Humane AI texts the matching Hit List unit at the approved discount — before the customer ever reaches the competitor's lot.

Out-the-door, never ballpark.One tap builds a clean, branded OTD price sheet — cash and financed monthly, calculated live from the current rate sheet. Managers watch unit margin and holdback on every deal as it's quoted.

Humane AI: Apex Powersports

Out-the-door quote sent to Marcus T.

Hey Marcus, this is Jordan over at Apex Powersports. Quick heads up: the Z900 you were looking at just got flagged as a manager's special. We're able to move it at $11,490 out the door this week only. That's $1,800 under our normal asking price.

2:14 PM

Seriously? That's lower than what I saw at the other place. Does that include tax and fees?

2:17 PM

Yes, $11,490 is the full out-the-door number. Cash or financed, same price. Want me to have Jordan send over the full breakdown?

2:18 PM

Yeah send it over. I'm free Saturday morning.

2:19 PM

Integrated Text Messaging

Integrations

Finance, Social, and Sales.
One continuous loop.

Deal Sheet

Ready to print

Approved

Unit2024 Kawasaki Z900 SE

OTD Price$11,490

Down Payment$0

Term60 mo. @ 7.9% APR

Monthly$233 / mo.

BankApproved: TD Auto Finance

The deal desk, inside the CRM.Reps get live bank approval decisions the moment they submit a deal — with a direct chat thread linking the floor rep and the F&I desk in real time.

Facebook Ads LeadsSynced

FB MarketplaceSynced

Web FormSynced

Manual EntrySynced

Cancel your messenger subscription.Every Facebook ad, IG DM, or Marketplace inquiry drops into the Apex pipeline, triggering the RRS and Humane AI just like a web form.

Of Closes Visible

Every close. Every rep. One dashboard.Managers watch a live feed of every deal in motion — web, social, walk-in, or phone — with close rates and monthly gross updating the moment it sells.

Metrics

By the numbers.

12msSpeed

Average network ping across global nodes.

99.9%Reliability

Guaranteed server stability over two years.

ZeroFriction

Minimal effort required to sync with your current software.

10M+Volume

Data rows handled with zero performance loss.

Seamless integration with industry standards.

CDK GlobalLightspeedEleadDealerSocketReynolds & ReynoldsDealertrackRouteOnePBS SystemsVinSolutions