Problems → features → products → sources

What dealership software
is trying to solve.

The Fortellis feature catalog: a growing map across service, sales, parts, accounting and the rest of the dealership.

October 16, 2026 · First cross-department edition · Original vendor-source summaries

This is a starting batch, not every vendor or product. The requested goal is comprehensive coverage across all Fortellis categories. A complete current inventory has not been established, so there is no defensible completion percentage. We do not reproduce restricted marketplace descriptions.

The catalog separates the problem we infer, the capability a vendor describes, the product offering it, and the evidence for its platform relationship. A CDK integration, a Fortellis listing and permission to call an endpoint are three different things.

20 product records / 19 vendors

65 feature keys / 69 claim records

64 vendor claims · 3 beta · 2 unresolved

0 independent functional tests

A capability is more precise than a category

“Payments” can mean sending a link, posting a cleared payment, mapping a tender code or updating paid status. It does not automatically mean closing an RO or writing repair lines. “Integration” can mean a connector exists without identifying the fields, direction, timing or allowed operations.

Each record retains a stable claim ID, canonical feature key, input/output, operation system and source. Problem labels and suggested buyers are our analysis. Vendor statements are neither performance tests nor independent certification. Beta availability is distinct from general availability; unknown is not unsupported.

Operation filters refer to the named system in the record. Reading from CDK and writing to HubSpot does not establish HubSpot-to-CDK writes. Messaging customers from a read-only integration does not make that integration read/write. Product-level features are not necessarily Fortellis endpoint capabilities.

Sources are vendor-owned public pages. The inaccessible RevolutionParts support source is retained as a clearly marked research lead; its two detailed sync claims are unresolved. Release link checks could not reopen RouteOne (403) or RedLine7 (TLS failure); their records retain vendor-source research and have not been functionally verified. Adjacent RouteOne and DealerSocket examples are useful comparators with unverified Fortellis membership. No official Tekion directory or restricted marketplace dataset was imported.

For service-specific buying questions, use the 46-record messaging comparison. For deeper prior profiles, see the marketplace research hub. Neither supplies a verified complete ecosystem denominator.

Search the problem and feature graph

Filters combine. Search includes problems, feature keys, products, vendors, source IDs and scope notes. All records remain readable without JavaScript. Export uses only the currently selected claims and their referenced entities.

69 claim records in this edition.

64 vendor claims, 3 beta and 2 unresolved; no independent tests.

Full JSON graph · Plain-text catalog

C001 · Service

Repeated service entry

Problem framing is our inference.

Transfer repair-order changes into CDK. Xtime Enhanced Repair Order Integration · Xtime

repair_order.update

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Xtime work changes → CDK updates. Operation: write in CDK DMS.

Exact RO operations and dealer activation unverified.

S001 · xtime.com · checked 2026-10-16.

C002 · Service

Unanswered service calls

Problem framing is our inference.

Answer inbound service calls. STELLA Service · STELLA Automotive AI

voice.answer

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Inbound call → Voice interaction. Operation: communicate in STELLA.

CDK Drive vs Service path and endpoint scope unverified.

S003 · stellaautomotive.com · checked 2026-10-16.

C003 · Service

Manual appointment entry

Problem framing is our inference.

Book service appointments in the scheduler. STELLA Service · STELLA Automotive AI

appointment.create · book appointment, scheduler booking

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Booking request → Scheduler appointment. Operation: write in Connected scheduler.

CDK Drive vs Service path and endpoint scope unverified.

S003 · stellaautomotive.com · checked 2026-10-16.

C004 · Service

Calls needing human help

Problem framing is our inference.

Transfer calls to staff or roadside assistance. STELLA Service · STELLA Automotive AI

voice.transfer

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Escalation request → Routed call. Operation: communicate in Telephony.

CDK Drive vs Service path and endpoint scope unverified.

S003 · stellaautomotive.com · checked 2026-10-16.

C005 · Service

Limited call visibility

Problem framing is our inference.

Report call and booking activity. STELLA Service · STELLA Automotive AI

call.report

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Call activity → Management dashboard. Operation: read in STELLA.

CDK Drive vs Service path and endpoint scope unverified.

S003 · stellaautomotive.com · checked 2026-10-16.

C006 · Communications / Sales/CRM / Service

Disconnected communications context

Problem framing is our inference.

Connect GoTo Connect with CDK Drive. GoTo Connect - DMS · GoTo Connect

communications.dms_connect

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

CDK Drive integration → Connector availability claim. Operation: unspecified in CDK Drive.

CDK Drive explicitly named; field direction and scope unverified.

S005 · community.goto.com · checked 2026-10-16. Connector-presence claim, not a data operation.

C007 · Service

After-hours booking gaps

Problem framing is our inference.

Book service appointments through phone, chat or text. AIVA for Fixed Operations Suite · CDK Global

appointment.create · book appointment, scheduler booking

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Customer request → Scheduler appointment. Operation: write in CDK scheduler.

Native CDK scheduler; no independent API permission inferred.

S007 · www.cdkglobal.com · checked 2026-10-16.

C008 · Service

Overlapping service bookings

Problem framing is our inference.

Apply capacity settings during booking. AIVA for Fixed Operations Suite · CDK Global

appointment.capacity_check

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Scheduler capacity → Capacity-aware appointment. Operation: read then write in CDK scheduler.

Native CDK scheduler; no independent API permission inferred.

S007 · www.cdkglobal.com · checked 2026-10-16.

C009 · Service

Automation escalation gaps

Problem framing is our inference.

Transfer calls requiring more help to staff. AIVA for Fixed Operations Suite · CDK Global

voice.transfer

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Call needing assistance → Staff handoff. Operation: communicate in Telephony.

Native CDK scheduler; no independent API permission inferred.

S007 · www.cdkglobal.com · checked 2026-10-16.

C010 · Service

Queue congestion

Problem framing is our inference.

Handle multiple inbound calls concurrently. AIVA for Fixed Operations Suite · CDK Global

voice.concurrent_answer

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Concurrent calls → Concurrent conversations. Operation: communicate in AIVA.

Native CDK scheduler; no independent API permission inferred.

S007 · www.cdkglobal.com · checked 2026-10-16.

C011 · Service

Separate recall lookups

Problem framing is our inference.

Retrieve BMW recall information. BMW Connected Vehicle · CDK Global

oem.recall.read

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Vehicle query → Recall information. Operation: read in BMW SPARQ.

BMW/CDK feature supported; exact marketplace SKU and dealer eligibility unverified.

S009 · www.cdkglobal.com · checked 2026-10-16.

C012 · Service

Missed campaign checks

Problem framing is our inference.

Retrieve BMW service campaigns. BMW Connected Vehicle · CDK Global

oem.campaign.read

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Vehicle query → Campaign information. Operation: read in BMW SPARQ.

BMW/CDK feature supported; exact marketplace SKU and dealer eligibility unverified.

S009 · www.cdkglobal.com · checked 2026-10-16.

C013 · Service

Separate coverage lookups

Problem framing is our inference.

Retrieve BMW warranty coverage. BMW Connected Vehicle · CDK Global

oem.warranty.read

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Vehicle query → Warranty information. Operation: read in BMW SPARQ.

BMW/CDK feature supported; exact marketplace SKU and dealer eligibility unverified.

S009 · www.cdkglobal.com · checked 2026-10-16.

C014 · Service

Incomplete service preparation

Problem framing is our inference.

Retrieve vehicle service history. BMW Connected Vehicle · CDK Global

vehicle.service_history.read

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Vehicle query → Service history. Operation: read in BMW SPARQ.

BMW/CDK feature supported; exact marketplace SKU and dealer eligibility unverified.

S009 · www.cdkglobal.com · checked 2026-10-16.

C015 · Parts / Inventory

Online stock mismatch

Problem framing is our inference.

Synchronize parts inventory with CDK. RevolutionParts CDK DMS Integration · RevolutionParts

parts.inventory.sync

Unresolved · do not treat as supported · Relationship unresolved

CDK parts data → Synchronized inventory. Operation: read write claim direction detail unknown in CDK/RevolutionParts.

Public OEM-plan page supports a DMS-integration option; exact CDK stock/order sync claims remain unresolved because the detailed support source requires authentication.

S010 · support.revolutionparts.com · checked 2026-10-16; 401 authentication required; exact claims unresolved.

C016 · Parts / Inventory

Duplicate parts order entry

Problem framing is our inference.

Synchronize ecommerce orders with CDK. RevolutionParts CDK DMS Integration · RevolutionParts

parts.order.sync

Unresolved · do not treat as supported · Relationship unresolved

Online order → Synchronized orders. Operation: read write claim direction detail unknown in CDK/RevolutionParts.

Public OEM-plan page supports a DMS-integration option; exact CDK stock/order sync claims remain unresolved because the detailed support source requires authentication.

S010 · support.revolutionparts.com · checked 2026-10-16; 401 authentication required; exact claims unresolved.

C017 · Service

Duplicate parts entry

Problem framing is our inference.

Write repair-order parts updates to a supported DMS. Dealerlogix Create and Update RO · Dealerlogix

repair_order.parts.write

Vendor claim · not tested · Dealerlogix comparator; exact listing/SKU unresolved

RO parts changes → DMS parts update. Operation: write in Supported DMS.

General parts-writeback capability is described for supported DMS systems. Every operation on CDK and exact listing/SKU mapping remain unverified.

S014 · faq.dealerlogix.com · checked 2026-10-16.

C018 · Service

Phone-tag with customers

Problem framing is our inference.

Exchange two-way customer messages. AutoText - Denied Work Module · VenueVision

customer.message.two_way · two-way SMS, customer texting

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Customer/staff messages → Message conversation. Operation: communicate in autoTEXT.

Base autoTEXT only corroborated; denied-work module unverified. Competitor comparisons not independent facts.

S015 · www3.venuevision.com · checked 2026-10-16.

C019 · Service

Manual service-status communication

Problem framing is our inference.

Send DMS-triggered customer updates. AutoText - Denied Work Module · VenueVision

customer.status.notify

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

DMS event → Customer notification. Operation: read then communicate in autoTEXT.

Base autoTEXT only corroborated; denied-work module unverified. Competitor comparisons not independent facts.

S015 · www3.venuevision.com · checked 2026-10-16.

C020 · Payments / Accounting / Service

Manual payment entry

Problem framing is our inference.

Post cleared payments to matching CDK repair orders. Kimoby Pay CDK Integration · Kimoby

repair_order.payment.post · payment writeback, RO payment posting

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Cleared Kimoby payment → CDK RO payment entry. Operation: write in CDK DMS.

CDK payment posting, tender mapping and paid status are distinct. Final RO closure remains manual; repair-line writes and refunds are not established here.

S017 · www.kimoby.com · checked 2026-10-16.

C021 · Payments / Accounting / Service

Inconsistent tender classification

Problem framing is our inference.

Map payment types to configured CDK codes. Kimoby Pay CDK Integration · Kimoby

payment.tender.map

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Payment type and configured code → Mapped CDK payment code. Operation: transform in Kimoby/CDK.

CDK payment posting, tender mapping and paid status are distinct. Final RO closure remains manual; repair-line writes and refunds are not established here.

S017 · www.kimoby.com · checked 2026-10-16.

C022 · Payments / Accounting / Service

Outdated payment status

Problem framing is our inference.

Mark matching repair orders paid. Kimoby Pay CDK Integration · Kimoby

repair_order.paid_status.update · mark RO paid

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Successful payment → Paid status with RO still open. Operation: write in CDK DMS.

CDK payment posting, tender mapping and paid status are distinct. Final RO closure remains manual; repair-line writes and refunds are not established here.

S017 · www.kimoby.com · checked 2026-10-16.

C023 · Service

Excess technician travel

Problem framing is our inference.

Group mobile jobs by location, skill and service need. Curbee · Curbee

mobile_service.route.optimize

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Jobs and dispatch constraints → Optimized route plan. Operation: transform in Curbee.

M.A.R.S. platform functions are not proven CDK endpoint operations. Native CDK connection is vendor-reported; precise endpoint scope, offline behavior and fees remain unknown.

S020 · www.curbee.com · checked 2026-10-16.

C024 · Service

Dispatch visibility gaps

Problem framing is our inference.

Display route, ETA and job status on live maps. Curbee · Curbee

mobile_service.status.read

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Operational status → Dispatch map. Operation: read in Curbee.

M.A.R.S. platform functions are not proven CDK endpoint operations. Native CDK connection is vendor-reported; precise endpoint scope, offline behavior and fees remain unknown.

S020 · www.curbee.com · checked 2026-10-16.

C025 · Service

Missing field-job context

Problem framing is our inference.

Show schedules and job details to technicians. Curbee · Curbee

mobile_service.job.read

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Job schedule → Technician app view. Operation: read in Curbee.

M.A.R.S. platform functions are not proven CDK endpoint operations. Native CDK connection is vendor-reported; precise endpoint scope, offline behavior and fees remain unknown.

S020 · www.curbee.com · checked 2026-10-16.

C026 · Service

Repeated fleet booking

Problem framing is our inference.

Book multiple vehicles in one appointment. Curbee · Curbee

appointment.multi_vehicle.create

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Multiple vehicles → Shared appointment. Operation: write in Curbee.

M.A.R.S. platform functions are not proven CDK endpoint operations. Native CDK connection is vendor-reported; precise endpoint scope, offline behavior and fees remain unknown.

S020 · www.curbee.com · checked 2026-10-16.

C027 · Service

Manual status communication

Problem framing is our inference.

Send automated mobile-service customer updates. Curbee · Curbee

customer.status.notify

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Service progress → Customer update. Operation: communicate in Curbee.

M.A.R.S. platform functions are not proven CDK endpoint operations. Native CDK connection is vendor-reported; precise endpoint scope, offline behavior and fees remain unknown.

S020 · www.curbee.com · checked 2026-10-16.

C028 · Sales/CRM / Communications

Duplicate or missing opportunities

Problem framing is our inference.

Create CRM leads with duplicate checking. Dealer Funnel eLeads integration · Dealer Funnel

crm.lead.create

Vendor claim · not tested · Vendor explicitly names Fortellis

New inquiry → CRM lead. Operation: write in Elead.

Elead via Fortellis, activation/permissions untested.

S021 · dealerfunnel.com · checked 2026-10-16.

C029 · Sales/CRM / Communications

Missing interaction history

Problem framing is our inference.

Log text activity on CRM records. Dealer Funnel eLeads integration · Dealer Funnel

crm.text.log · SMS logging

Vendor claim · not tested · Vendor explicitly names Fortellis

Text exchange → CRM text log. Operation: write in Elead.

Elead via Fortellis, activation/permissions untested.

S021 · dealerfunnel.com · checked 2026-10-16.

C030 · Sales/CRM / Communications

Missing call history

Problem framing is our inference.

Log call activity on CRM records. Dealer Funnel eLeads integration · Dealer Funnel

crm.call.log

Vendor claim · not tested · Vendor explicitly names Fortellis

Call activity → CRM call log. Operation: write in Elead.

Elead via Fortellis, activation/permissions untested.

S021 · dealerfunnel.com · checked 2026-10-16.

C031 · Sales/CRM / Communications

Disconnected sales calendars

Problem framing is our inference.

Synchronize CRM appointments. Dealer Funnel eLeads integration · Dealer Funnel

crm.appointment.sync

Vendor claim · not tested · Vendor explicitly names Fortellis

Appointment change → Synchronized appointment. Operation: read write in Elead.

Elead via Fortellis, activation/permissions untested.

S021 · dealerfunnel.com · checked 2026-10-16.

C032 · Sales/CRM / Communications

Inconsistent contact suppression

Problem framing is our inference.

Synchronize customer opt-outs. Dealer Funnel eLeads integration · Dealer Funnel

crm.opt_out.sync

Vendor claim · not tested · Vendor explicitly names Fortellis

Opt-out event → CRM opt-out record. Operation: write in Elead.

Elead via Fortellis, activation/permissions untested.

S021 · dealerfunnel.com · checked 2026-10-16.

C033 · Sales/CRM / Communications

Misstated response tracking

Problem framing is our inference.

Stop response clock on first reply. Dealer Funnel eLeads integration · Dealer Funnel

crm.response_clock.stop

Vendor claim · not tested · Vendor explicitly names Fortellis

First response → Stopped response clock. Operation: write in Elead.

Elead via Fortellis, activation/permissions untested.

S021 · dealerfunnel.com · checked 2026-10-16.

C034 · Marketing / Sales/CRM / Data/Analytics

Disconnected customer audiences

Problem framing is our inference.

Sync CDK customer data into HubSpot. CDK DMS–HubSpot Integration · 1406 Consulting

marketing.customer.import

Vendor claim · not tested · Vendor explicitly names Fortellis

CDK customers → HubSpot customer data. Operation: read then write in CDK to HubSpot.

CDK-to-HubSpot only; no reverse writes inferred; HubSpot configuration required.

S022 · www.1406consulting.com · checked 2026-10-16.

C035 · Marketing / Sales/CRM / Data/Analytics

Missing service engagement context

Problem framing is our inference.

Sync appointment data into HubSpot. CDK DMS–HubSpot Integration · 1406 Consulting

marketing.appointment.import

Vendor claim · not tested · Vendor explicitly names Fortellis

CDK appointments → HubSpot appointment data. Operation: read then write in CDK to HubSpot.

CDK-to-HubSpot only; no reverse writes inferred; HubSpot configuration required.

S022 · www.1406consulting.com · checked 2026-10-16.

C036 · Marketing / Sales/CRM / Data/Analytics

Missing repair history for campaigns

Problem framing is our inference.

Sync repair-order data into HubSpot. CDK DMS–HubSpot Integration · 1406 Consulting

marketing.repair_order.import

Vendor claim · not tested · Vendor explicitly names Fortellis

CDK repair orders → HubSpot repair data. Operation: read then write in CDK to HubSpot.

CDK-to-HubSpot only; no reverse writes inferred; HubSpot configuration required.

S022 · www.1406consulting.com · checked 2026-10-16.

C037 · Marketing / Sales/CRM / Data/Analytics

Missing sales context for campaigns

Problem framing is our inference.

Sync F&I and parts-sale data into HubSpot. CDK DMS–HubSpot Integration · 1406 Consulting

marketing.sales.import

Vendor claim · not tested · Vendor explicitly names Fortellis

CDK sales records → HubSpot sale data. Operation: read then write in CDK to HubSpot.

CDK-to-HubSpot only; no reverse writes inferred; HubSpot configuration required.

S022 · www.1406consulting.com · checked 2026-10-16.

C038 · Marketing / Sales/CRM / Data/Analytics

Manual staff-data transfers

Problem framing is our inference.

Sync employee data into HubSpot. CDK DMS–HubSpot Integration · 1406 Consulting

marketing.employee.import

Vendor claim · not tested · Vendor explicitly names Fortellis

CDK employees → HubSpot employee data. Operation: read then write in CDK to HubSpot.

CDK-to-HubSpot only; no reverse writes inferred; HubSpot configuration required.

S022 · www.1406consulting.com · checked 2026-10-16.

C039 · Parts / Inventory / Service

Unclear local tire availability

Problem framing is our inference.

Display CDK tire inventory and availability. TireSearch CDK Integration · Tireweb

parts.inventory.read

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

CDK stock → TireSearch availability. Operation: read in CDK.

Install bookings write to scheduler; inventory/prices read; exact marketplace membership unknown.

S023 · www.tireweb.com · checked 2026-10-16.

C040 · Parts / Inventory / Service

Manual tire quote lookup

Problem framing is our inference.

Display CDK tire prices. TireSearch CDK Integration · Tireweb

parts.price.read

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

CDK prices → TireSearch price. Operation: read in CDK.

Install bookings write to scheduler; inventory/prices read; exact marketplace membership unknown.

S023 · www.tireweb.com · checked 2026-10-16.

C041 · Parts / Inventory / Service

Fragmented tire sourcing

Problem framing is our inference.

Display distributor stock alongside dealer stock. TireSearch CDK Integration · Tireweb

parts.distributor_stock.read

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Distributor stock → Combined search view. Operation: read in TireSearch.

Install bookings write to scheduler; inventory/prices read; exact marketplace membership unknown.

S023 · www.tireweb.com · checked 2026-10-16.

C042 · Parts / Inventory / Service

Manual installation booking

Problem framing is our inference.

Write confirmed tire-install appointments into CDK. TireSearch CDK Integration · Tireweb

appointment.create · book appointment, scheduler booking

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Confirmed installation → CDK appointment. Operation: write in CDK scheduler.

Install bookings write to scheduler; inventory/prices read; exact marketplace membership unknown.

S023 · www.tireweb.com · checked 2026-10-16.

C043 · Inventory / Sales/CRM / Marketing

Unexamined owner acquisition pool

Problem framing is our inference.

Read sales, finance and service records nightly. Trade Agent AI F&I · inride

acquisition.customer_history.read

Vendor claim · not tested · Vendor explicitly names Fortellis

CDK history → Acquisition input data. Operation: read in CDK.

CDK read-only nightly sync. Messaging/appointments do not imply DMS writes. Other-DMS page claims conflict.

S024 · inride.ai · checked 2026-10-16.

C044 · Inventory / Sales/CRM / Marketing

Poorly targeted trade-in outreach

Problem framing is our inference.

Score past buyers by equity, mileage and service history. Trade Agent AI F&I · inride

acquisition.trade_window.score

Vendor claim · not tested · Vendor explicitly names Fortellis

Owner and vehicle history → Trade-window score. Operation: transform in Trade Agent AI.

CDK read-only nightly sync. Messaging/appointments do not imply DMS writes. Other-DMS page claims conflict.

S024 · inride.ai · checked 2026-10-16.

C045 · Inventory / Sales/CRM / Marketing

Missed service-lane acquisition opportunities

Problem framing is our inference.

Identify upcoming service customers in an equity window. Trade Agent AI F&I · inride

acquisition.service_lane.target

Vendor claim · not tested · Vendor explicitly names Fortellis

Appointments and equity signals → Targeted owner list. Operation: transform in Trade Agent AI.

CDK read-only nightly sync. Messaging/appointments do not imply DMS writes. Other-DMS page claims conflict.

S024 · inride.ai · checked 2026-10-16.

C046 · Inventory / Sales/CRM / Marketing

Untimed owner outreach

Problem framing is our inference.

Send pre-visit trade-in messages. Trade Agent AI F&I · inride

acquisition.owner.message

Vendor claim · not tested · Vendor explicitly names Fortellis

Eligible owner and visit → Customer trade-in message. Operation: communicate in Trade Agent AI.

CDK read-only nightly sync. Messaging/appointments do not imply DMS writes. Other-DMS page claims conflict.

S024 · inride.ai · checked 2026-10-16.

C047 · Accounting / Payments

Repeated payable entry

Problem framing is our inference.

Send approved invoices into CDK. Yooz CDK AP Integration · Yooz

accounting.invoice.post

Vendor claim · not tested · Vendor explicitly names Fortellis

Approved supplier invoice → CDK invoice. Operation: write in CDK Accounting.

January29 2026 remittance beta selected customers only; general availability unverified.

S025 · www.getyooz.com · checked 2026-10-16; published 2026-01-29.

C048 · Accounting / Payments

Incomplete remittance record

Problem framing is our inference.

Sync payment and remittance details into CDK. Yooz CDK AP Integration · Yooz

accounting.remittance.post

Vendor beta · availability limited · Vendor explicitly names Fortellis

Yooz payment details → CDK remittance data. Operation: write in CDK Accounting.

January29 2026 remittance beta selected customers only; general availability unverified.

S025 · www.getyooz.com · checked 2026-10-16; published 2026-01-29.

C049 · Accounting / Payments

Manual paid-status correction

Problem framing is our inference.

Update supplier invoice paid status in CDK. Yooz CDK AP Integration · Yooz

accounting.invoice.paid_status.update

Vendor beta · availability limited · Vendor explicitly names Fortellis

Payment completion → Paid invoice status. Operation: write in CDK Accounting.

January29 2026 remittance beta selected customers only; general availability unverified.

S025 · www.getyooz.com · checked 2026-10-16; published 2026-01-29.

C050 · Accounting / Payments

Separate payment journal entry

Problem framing is our inference.

Post payment journal entries to CDK. Yooz CDK AP Integration · Yooz

accounting.payment_journal.post

Vendor beta · availability limited · Vendor explicitly names Fortellis

Vendor payment → Accounting journal entry. Operation: write in CDK Accounting.

January29 2026 remittance beta selected customers only; general availability unverified.

S025 · www.getyooz.com · checked 2026-10-16; published 2026-01-29.

C051 · Documents / Security / Sales/CRM

Uncontrolled customer document handoffs

Problem framing is our inference.

Exchange customer documents through integrated CRM/DMS workflows. Botdoc Connect · Botdoc

document.customer.exchange

Vendor claim · not tested · CDK integration claim; Fortellis listing unverified

Customer document → Transferred document. Operation: read write in Botdoc Connect.

CDK embedded document workflow; no compliance audit or exact SKU proof.

S026 · botdoc.io · checked 2026-10-16.

C052 · Marketing / Data/Analytics

Fragmented campaign source data

Problem framing is our inference.

Aggregate customer sales, leads and repair orders. Click Here Digital Fortellis App · Click Here Digital

marketing.sales_lead_service.aggregate

Vendor claim · not tested · Vendor explicitly names Fortellis

CRM/DMS records → Combined marketing data. Operation: read in CDK CRM/DMS.

Dealer-authorized CRM/DMS data sharing; no reverse write claim.

S027 · www.clickheredigital.com · checked 2026-10-16; published 2025-06-28.

C053 · Marketing / Data/Analytics

Weak geographic targeting evidence

Problem framing is our inference.

Combine dealership data with website activity geographically. Click Here Digital Fortellis App · Click Here Digital

marketing.geographic.analyze

Vendor claim · not tested · Vendor explicitly names Fortellis

Customer records and web activity → Geographic overview. Operation: transform in Click Here Digital.

Dealer-authorized CRM/DMS data sharing; no reverse write claim.

S027 · www.clickheredigital.com · checked 2026-10-16; published 2025-06-28.

C054 · Marketing / Data/Analytics

Disconnected targeting decisions

Problem framing is our inference.

Use combined data to inform campaign targeting. Click Here Digital Fortellis App · Click Here Digital

marketing.campaign.target

Vendor claim · not tested · Vendor explicitly names Fortellis

Combined marketing data → Targeting decisions. Operation: analyze in Click Here Digital.

Dealer-authorized CRM/DMS data sharing; no reverse write claim.

S027 · www.clickheredigital.com · checked 2026-10-16; published 2025-06-28.

C055 · F&I / Documents / Compliance

Repeated lender application entry

Problem framing is our inference.

Submit credit applications to configured finance sources. RouteOne On-Demand · RouteOne

finance.credit_application.submit

Vendor claim · not tested · Adjacent comparator; Fortellis membership unverified

Credit application and routing rules → Finance-source submission. Operation: write in RouteOne/finance source.

RouteOne APIs; Fortellis membership and CDK mapping NOT established.

S028 · www.routeone.com · checked 2026-10-16; Research supplied from vendor source; release recheck returned 403.

C056 · F&I / Documents / Compliance

Fragmented lender decisions

Problem framing is our inference.

Receive credit decisions and notifications. RouteOne On-Demand · RouteOne

finance.credit_decision.read

Vendor claim · not tested · Adjacent comparator; Fortellis membership unverified

Submitted application → Decision notification. Operation: read in RouteOne.

RouteOne APIs; Fortellis membership and CDK mapping NOT established.

S028 · www.routeone.com · checked 2026-10-16; Research supplied from vendor source; release recheck returned 403.

C057 · F&I / Documents / Compliance

Manual payment estimates

Problem framing is our inference.

Calculate estimated vehicle payments. RouteOne On-Demand · RouteOne

finance.payment.estimate

Vendor claim · not tested · Adjacent comparator; Fortellis membership unverified

Vehicle and financing assumptions → Payment estimate. Operation: transform in RouteOne.

RouteOne APIs; Fortellis membership and CDK mapping NOT established.

S028 · www.routeone.com · checked 2026-10-16; Research supplied from vendor source; release recheck returned 403.

C058 · F&I / Documents / Compliance

Separate payoff lookup

Problem framing is our inference.

Retrieve current vehicle payoff amounts. RouteOne On-Demand · RouteOne

finance.payoff.read

Vendor claim · not tested · Adjacent comparator; Fortellis membership unverified

Financed vehicle → Payoff amount. Operation: read in RouteOne.

RouteOne APIs; Fortellis membership and CDK mapping NOT established.

S028 · www.routeone.com · checked 2026-10-16; Research supplied from vendor source; release recheck returned 403.

C059 · F&I / Documents / Compliance

Manual contract preparation

Problem framing is our inference.

Generate electronic contract documents. RouteOne On-Demand · RouteOne

document.econtract.generate

Vendor claim · not tested · Adjacent comparator; Fortellis membership unverified

Deal information → Contract documents. Operation: write in RouteOne.

RouteOne APIs; Fortellis membership and CDK mapping NOT established.

S028 · www.routeone.com · checked 2026-10-16; Research supplied from vendor source; release recheck returned 403.

C060 · F&I / Documents / Compliance

Disconnected deal paperwork

Problem framing is our inference.

Exchange signed or unsigned electronic documents. RouteOne On-Demand · RouteOne

document.exchange

Vendor claim · not tested · Adjacent comparator; Fortellis membership unverified

Deal document → Sent or received document. Operation: read write in RouteOne.

RouteOne APIs; Fortellis membership and CDK mapping NOT established.

S028 · www.routeone.com · checked 2026-10-16; Research supplied from vendor source; release recheck returned 403.

C061 · Sales/CRM / F&I / Communications

Repeated sales deal entry

Problem framing is our inference.

Push basic deal data to a DMS. DealerSocket CRM APIs · DealerSocket

crm.deal.basic.push

Vendor claim · not tested · Adjacent comparator; Fortellis membership unverified

Customer, co-buyer, sale and vehicle → DMS deal data. Operation: write in Connected DMS.

APIs supported; Fortellis membership and DMS support NOT established.

S029 · dealersocket.com · checked 2026-10-16.

C062 · Sales/CRM / F&I / Communications

Repeated financial deal entry

Problem framing is our inference.

Add desking and financial data to a deal push. DealerSocket CRM APIs · DealerSocket

crm.deal.finance.push

Vendor claim · not tested · Adjacent comparator; Fortellis membership unverified

Deal financial data → DMS financial data. Operation: write in Connected DMS.

APIs supported; Fortellis membership and DMS support NOT established.

S029 · dealersocket.com · checked 2026-10-16.

C063 · Sales/CRM / F&I / Communications

Manual partner lead delivery

Problem framing is our inference.

Forward incoming or processed leads to fulfillment partners. DealerSocket CRM APIs · DealerSocket

crm.lead.forward

Vendor claim · not tested · Adjacent comparator; Fortellis membership unverified

Lead record → XML or email lead. Operation: communicate in Third-party partner.

APIs supported; Fortellis membership and DMS support NOT established.

S029 · dealersocket.com · checked 2026-10-16.

C064 · Sales/CRM / F&I / Communications

Missing CRM follow-up tasks

Problem framing is our inference.

Create or update activities for open events. DealerSocket CRM APIs · DealerSocket

crm.activity.upsert

Vendor claim · not tested · Adjacent comparator; Fortellis membership unverified

Activity data → CRM activity. Operation: write in DealerSocket.

APIs supported; Fortellis membership and DMS support NOT established.

S029 · dealersocket.com · checked 2026-10-16.

C065 · Sales/CRM / F&I / Communications

Stale CRM customer details

Problem framing is our inference.

Update existing customer information. DealerSocket CRM APIs · DealerSocket

crm.customer.update

Vendor claim · not tested · Adjacent comparator; Fortellis membership unverified

Customer update → Updated record. Operation: write in DealerSocket.

APIs supported; Fortellis membership and DMS support NOT established.

S029 · dealersocket.com · checked 2026-10-16.

C066 · Sales/CRM / Inventory / Communications

Unprocessed inbound demand

Problem framing is our inference.

Capture incoming internet sales leads. RedLine7 AI BDC · RedLine7

crm.lead.capture

Vendor claim · not tested · Vendor explicitly names Fortellis

Internet inquiry → Captured lead. Operation: read in Lead source.

Vendor CDK Fortellis-native claim; no certification or production test.

S030 · redline7.com · checked 2026-10-16; Research supplied from vendor source; release recheck failed TLS handshake.

C067 · Sales/CRM / Inventory / Communications

Incorrect rooftop routing

Problem framing is our inference.

Route leads to rooftops using inventory context. RedLine7 AI BDC · RedLine7

crm.lead.rooftop.route

Vendor claim · not tested · Vendor explicitly names Fortellis

Lead and inventory → Routed lead. Operation: transform in RedLine7.

Vendor CDK Fortellis-native claim; no certification or production test.

S030 · redline7.com · checked 2026-10-16; Research supplied from vendor source; release recheck failed TLS handshake.

C068 · Sales/CRM / Inventory / Communications

Slow initial response

Problem framing is our inference.

Answer leads with vehicle-specific replies. RedLine7 AI BDC · RedLine7

crm.lead.reply

Vendor claim · not tested · Vendor explicitly names Fortellis

Lead and vehicle context → Customer reply. Operation: communicate in RedLine7.

Vendor CDK Fortellis-native claim; no certification or production test.

S030 · redline7.com · checked 2026-10-16; Research supplied from vendor source; release recheck failed TLS handshake.

C069 · Sales/CRM / Inventory / Communications

Missing automated activity history

Problem framing is our inference.

Write lead handling results into Elead CRM. RedLine7 AI BDC · RedLine7

crm.activity.writeback

Vendor claim · not tested · Vendor explicitly names Fortellis

Lead-handling output → CRM record update. Operation: write in Elead.

Vendor CDK Fortellis-native claim; no certification or production test.

S030 · redline7.com · checked 2026-10-16; Research supplied from vendor source; release recheck failed TLS handshake.

Product index and scope

This index is unfiltered, so you can inspect all product relationships and the sources supporting them.

Xtime Enhanced Repair Order Integration

Xtime · Service · Suggested buyer: Fixed-operations director (our inference).

CDK integration claim; Fortellis listing unverified. Exact RO operations and dealer activation unverified.

S001 · xtime.com · S002 · xtime.com

Claims: C001

GoTo Connect - DMS

GoTo Connect · Communications, Sales/CRM, Service · Suggested buyer: BDC / IT leader (our inference).

CDK integration claim; Fortellis listing unverified. CDK Drive explicitly named; field direction and scope unverified.

S005 · community.goto.com · S006 · www.goto.com

Claims: C006

BMW Connected Vehicle

CDK Global · Service · Suggested buyer: BMW service advisor (our inference).

CDK integration claim; Fortellis listing unverified. BMW/CDK feature supported; exact marketplace SKU and dealer eligibility unverified.

S009 · www.cdkglobal.com

Claims: C011 · C012 · C013 · C014

RevolutionParts CDK DMS Integration

RevolutionParts · Parts, Inventory · Suggested buyer: Parts ecommerce manager (our inference).

Relationship unresolved. Public OEM-plan page supports a DMS-integration option; exact CDK stock/order sync claims remain unresolved because the detailed support source requires authentication.

S010 · support.revolutionparts.com · S011 · www.revolutionparts.com

Claims: C015 · C016

AutoText - Denied Work Module

VenueVision · Service · Suggested buyer: Customer-retention lead (our inference).

CDK integration claim; Fortellis listing unverified. Base autoTEXT only corroborated; denied-work module unverified. Competitor comparisons not independent facts.

S015 · www3.venuevision.com · S016 · www3.venuevision.com

Claims: C018 · C019

Kimoby Pay CDK Integration

Kimoby · Payments, Accounting, Service · Suggested buyer: Cashier / controller (our inference).

CDK integration claim; Fortellis listing unverified. CDK payment posting, tender mapping and paid status are distinct. Final RO closure remains manual; repair-line writes and refunds are not established here.

S017 · www.kimoby.com · S018 · www.kimoby.com · S019 · help.kimoby.com

Claims: C020 · C021 · C022

Curbee

Curbee · Service · Suggested buyer: Mobile-service manager (our inference).

CDK integration claim; Fortellis listing unverified. M.A.R.S. platform functions are not proven CDK endpoint operations. Native CDK connection is vendor-reported; precise endpoint scope, offline behavior and fees remain unknown.

S020 · www.curbee.com

Claims: C023 · C024 · C025 · C026 · C027

Dealer Funnel eLeads integration

Dealer Funnel · Sales/CRM, Communications · Suggested buyer: BDC manager (our inference).

Vendor explicitly names Fortellis. Elead via Fortellis, activation/permissions untested.

S021 · dealerfunnel.com

Claims: C028 · C029 · C030 · C031 · C032 · C033

CDK DMS–HubSpot Integration

1406 Consulting · Marketing, Sales/CRM, Data/Analytics · Suggested buyer: Marketing operations manager (our inference).

Vendor explicitly names Fortellis. CDK-to-HubSpot only; no reverse writes inferred; HubSpot configuration required.

S022 · www.1406consulting.com

Claims: C034 · C035 · C036 · C037 · C038

TireSearch CDK Integration

Tireweb · Parts, Inventory, Service · Suggested buyer: Parts manager (our inference).

CDK integration claim; Fortellis listing unverified. Install bookings write to scheduler; inventory/prices read; exact marketplace membership unknown.

S023 · www.tireweb.com

Claims: C039 · C040 · C041 · C042

Trade Agent AI F&I

inride · Inventory, Sales/CRM, Marketing · Suggested buyer: Used-car acquisition manager (our inference).

Vendor explicitly names Fortellis. CDK read-only nightly sync. Messaging/appointments do not imply DMS writes. Other-DMS page claims conflict.

S024 · inride.ai

Claims: C043 · C044 · C045 · C046

Yooz CDK AP Integration

Yooz · Accounting, Payments · Suggested buyer: Controller / accounts payable (our inference).

Vendor explicitly names Fortellis. January29 2026 remittance beta selected customers only; general availability unverified.

S025 · www.getyooz.com

Claims: C047 · C048 · C049 · C050

Botdoc Connect

Botdoc · Documents, Security, Sales/CRM · Suggested buyer: F&I / IT leader (our inference).

CDK integration claim; Fortellis listing unverified. CDK embedded document workflow; no compliance audit or exact SKU proof.

S026 · botdoc.io

Claims: C051

Click Here Digital Fortellis App

Click Here Digital · Marketing, Data/Analytics · Suggested buyer: Marketing director (our inference).

Vendor explicitly names Fortellis. Dealer-authorized CRM/DMS data sharing; no reverse write claim.

S027 · www.clickheredigital.com

Claims: C052 · C053 · C054

RouteOne On-Demand

RouteOne · F&I, Documents, Compliance · Suggested buyer: F&I integration lead (our inference).

Adjacent comparator; Fortellis membership unverified. RouteOne APIs; Fortellis membership and CDK mapping NOT established.

S028 · www.routeone.com

Claims: C055 · C056 · C057 · C058 · C059 · C060

DealerSocket CRM APIs

DealerSocket · Sales/CRM, F&I, Communications · Suggested buyer: CRM integration lead (our inference).

Adjacent comparator; Fortellis membership unverified. APIs supported; Fortellis membership and DMS support NOT established.

S029 · dealersocket.com

Claims: C061 · C062 · C063 · C064 · C065

RedLine7 AI BDC

RedLine7 · Sales/CRM, Inventory, Communications · Suggested buyer: BDC manager (our inference).

Vendor explicitly names Fortellis. Vendor CDK Fortellis-native claim; no certification or production test.

S030 · redline7.com

Claims: C066 · C067 · C068 · C069

What remains before “every product”

Next passes should establish a permitted, deduplicated inventory across every department; resolve current vendor/brand ownership and exact product names; review each vendor’s own product, integration, API and support pages; add atomic claims with dates and scope; independently check contradictions; and record unavailable evidence rather than fill gaps by inference. An eligible count and reviewed count must use the same scope before reporting a coverage percentage.

Test promising products separately using synthetic dealership workflows, explicit permissions, failure cases and measured outcomes. This catalog is desk research. It performs no API calls, customer messaging or financial transactions. It creates no scheduled crawl.

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