More Context, Better Conversations

AI Summary within CDK CRM surfaces the right information at the right time. These enhancements give teams greater visibility and more time to focus on selling. Includes expanded deal details, task activity, workflow-aware insights and enhanced reliability.

• Expanded AI Summary with richer deal details, including vehicle, source, and trade-in information
• Workflow-aware insights that surface the most relevant customer information at the right time
• Greater visibility into customer interactions, salesperson notes, and activity history
• Enhanced AI Summary reliability for a more complete customer view

• AI Summary works out of the box and is available with all CDK CRM packages so dealers can gets started immediately.
• Spend less time searching and more time selling by automatically turning customer and deal data into concise, actionable insights 
• Give sales teams greater visibility into customer activity, including messages, notes, browsing history, and deal details 
• Prepare for customer conversations faster with summaries of messages, notes, browsing activity, and deal details

AI Summary in CDK CRM automatically surfaces key customer insights, helping sales teams spend less time searching for information and more time selling. AI-generated summaries provide a clearer view of customer activity, deal details, and engagement history.

This enhancement is one of many capabilities available within CDK CRM, designed to help dealerships manage leads, improve customer engagement, and streamline operations.