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
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.