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Concierge

Handled by Concierge

Every Apex plan pairs you with a dedicated implementation lead who handles your DMS migration, imports inventory and customer records, and trains your team — so you’re live in days, not months.

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Guides & documentation

Step-by-step setup guides, workflow playbooks, and a full API reference. Everything you need to configure routing, connect integrations, and get the most out of Apex — self-serve, any time.

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Popular questions

How long does onboarding take?+

Most single rooftops are live within 3–5 business days. Our team handles the DMS migration and data import for you; you handle the coffee. Dealer groups run on a staged rollout with a dedicated implementation lead.

Does Apex sync with my DMS?+

Yes. Apex maintains a real-time, two-way sync with the major dealer management systems, so inventory and customer records stay current in both places without double entry.

How does billing work?+

Plans are billed monthly or annually — annual billing includes two months free. Your card is charged at the start of each cycle, receipts go to your billing email automatically, and admins can change plans, seats, or payment details any time from Account & Security → Billing.

How do I reset my password?+

Choose "Forgot password" on the sign-in screen and we'll email you a reset link that's valid for 30 minutes. If the email doesn't arrive, check spam or ask your dealership admin to send a fresh invite from Account & Security → Users.

Can I export my data?+

Always. Your data is yours. Admins can export leads, deals, and message history at any time from Account & Security, in CSV or via the API.

What if a rep leaves?+

Deactivate the user and their open leads reassign automatically through Round-Robin, with the full timeline preserved. No deal is orphaned.

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Live chat

24/7 in-app for active accounts

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Email

support@apexcrm.com

Email support

Phone

(713) 555-0188 · Mon–Fri 8–7 CT

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