Works with what you already have.
Lisa reads your DMS in real time and writes appointments back to your scheduler through certified APIs and native integrations. No rip-and-replace, no parallel system, no manual entry.
Seven partners. Every major rooftop.
Seven DMS and scheduler integrations covering the overwhelming majority of U.S. franchise dealers. Each one is two-way: Lisa reads customer and RO data and writes confirmed appointments back to your store of record.
- Customer & vehicle records
- RO history & declined services
- Mileage & maintenance schedules
- Recall flags & pre-paid maintenance
- Scheduler capacity, open slots & loaner availability
- Telematics signals (optional add-on)
SEVEN CERTIFIED PATHS
- Booked appointments with confirmation IDs
- Advisor & customer notes
- Customer tags & service-pay tags
Don't see yours? Talk to us →
Connect once. Forever in sync.
No rip-and-replace, no parallel system to babysit. Lisa goes live in roughly 30 days from kickoff, including DMS integration, data validation, and store-by-store training.
Authorize the connection
Read-write credentials provisioned through your DMS partner portal. We handle the paperwork; your IT signs off.
Validate customer data
We pull a sample of customer and RO history, verify field mappings, and reconcile any data-hygiene issues before Lisa says hello.
Tune Lisa to your store
Lisa picks up your store name, advisor names, hours, loaner policy, and service-drive vocabulary. Brand-consistent from message one.
Go live
Booked appointments start writing back to your scheduler. Reporting surfaces in your existing dashboards.
Procurement-ready on day one.
The compliance answers your IT and legal teams are about to ask, all in one place.
SOC 2 Type II
Continuous controls auditing covering availability, security, and confidentiality of dealer customer data. Type II report available on request under MNDA.
TCPA · 10DLC
All outbound messaging is sent under registered 10DLC campaigns with proper consent capture, opt-out language, and quiet-hours enforcement.
DPA & sub-processors
Standard Data Processing Agreement available on request.
Ready to plug Lisa in?
30-minute walkthrough with our team. We map your retention gaps to your DMS setup.
Request a demoHave an integration or IT question? Get in touch →