US PROVISIONAL PATENT #63/976,171

Stop Routing.
Start Winning.

Proprietary Outcome-Based Routing Intelligence Integrated with Your Dealership CRM.
Primary Intelligence Engine Patent Pending Outcome-Based Routing Logic

The central command center. We intercept every lead in real-time to perform a proprietary "Performance Match"—securing gross profit by matching opportunities to closers statistically proven to win.

Collab AI — Outcome-Based Routing Intelligence
Watch the future of
automotive lead routing.
Powered by outcome-based AI. Built for dealerships.
01
app.getcollabai.com/dashboard
Dashboard
Real-time lead routing and performance metrics
👥Active Leads
24
↗ +12% from last week
◎Avg Confidence
89%
↗ +8% improvement
⏱Avg Response
18m
↗ -5m faster
📈Close Rate
16.2%
↗ +4.2% vs baseline
Recent Activity
AI is analyzing this lead...
Marcus Williams
Pre-Owned BMW X5 xDrive40i
NEW
Analyzing...
just now
🔍 Customer Intelligence
🔄
Returning Customer
Last purchase: 2022 BMW X3 — 26 months ago
🔧
Service History
8 service visits — last visit 6 weeks ago
⭐
Preferred Salesperson
Previously worked with Maria Rodriguez — closed in 3 days, rated 5★
Collab AI insight: Returning luxury buyer upgrading to BMW X5. Maria Rodriguez closed their last deal — pre-owned luxury SUV specialist. Highest close probability by 13 points.
⚡ AI Routing Analysis
Maria Rodriguez
94%
✓
David Kim
81%
✓
Carlos Santos
58%
✓
Collab AI Alert
Maria Rodriguez has 14 active leads — at capacity. Close probability drops 28% when overloaded at this volume. AI recommends David Kim — #2 ranked for pre-owned SUVs, strong with luxury vehicles, 3 active leads. Was already the AI's second choice.
✓ Confirm — Assign David Kim
Keep Maria Rodriguez
✓ David Kim assigned. Maria Rodriguez notified. No leads dropped. Deal protected.
Service dept. notified — accessories install queued (roof rack, floor mats)
F&I packet sent to Jennifer Walsh — financing pre-approval attached
AVO filed in vAuto — trade-in data auto-populated from deal record
30-day follow-up queued — service reminder and satisfaction survey scheduled
▸ Action History (2)
Sarah Johnson
2025 Honda Accord Sport
92%
Assigned to: Carlos Santos
12 mins ago
▸ Action History (3)
Salesperson Performance Intelligence — Live
Every salesperson. Scored.
In real time.
Maria Rodriguez TOP CLOSER
Close Rate34%
Avg Response Time8 min
Returning Customer Win Rate61%
Best with returning customers & trade-ins. AI routes high-value repeat buyers here first.
David Kim
Close Rate28%
Avg Response Time11 min
New Buyer Win Rate48%
Strong with new buyers & financing leads. AI prioritizes fresh internet leads here.
Carlos Santos
Close Rate21%
Avg Response Time14 min
SUV & Family Win Rate39%
Growing — AI routes SUV & family leads here to build her strength.
Live Model Update — Deal Closed
0%
Higher close rates with outcome-based routing
🧠
What the AI learned
David Kim closed the BMW X5 in 3 days — capacity alert was correct. Maria's overload would have cost the deal. Routing weight for capacity-aware luxury SUV assignments increased by 11%.
📈
Why it matters
Pre-owned luxury leads have an average gross of $4,200. One misrouted lead at capacity costs real money. Collab AI caught it before it happened.
🔄
The flywheel
This outcome just updated 15 routing models. The next lead will be routed smarter. The one after that, smarter still.
848 outcomes analyzed. Pre-owned luxury confidence up 4.1%. Capacity alerts prevented 12 at-risk assignments this month. Collab AI learns from every deal your team closes — win or lose.
MODEL UPDATED
Live SMS Communicator Coming Soon Proactive Sales Sidekick

Not a passive bot. Our SMS collaborator handles discovery and trade-in vetting with human-level empathy to secure the trade story before the salesperson ever picks up the phone.

The Execution Layer Coming Soon Deterministic Workflow

A non-negotiable execution layer that forces deal integrity across your existing toolset. We ensure every critical step of your sales process is verified and completed.

// INTEGRITY_SYNC_v1.3.2
The Closed Loop Coming Soon Revenue Autopsy Engine

We analyze last month’s data to identify performance leaks and automatically generate high-confidence strategies for next month's success. Continuous, automated improvement.

+14.2%

Projected Gross Margin Lift

*Algorithmic Model Estimate

100%

Deterministic CRM Execution

*System Rule Engine

< 3.0m

Target Response Velocity

*Platform Response Benchmark

Seamless Integration with Your Dealership CRM.

Fortellis Marketplace Logo
FORTELLIS CERTIFIED Direct CRM API Integration
VIEW ON MARKETPLACE
Projected Gross Recovery Audit
3-Year Gross Recovery
$1,349,525

*Based on 10% compound velocity improvements.

Frequently Asked Questions

Does Collab AI replace our current dealership CRM?
No. Collab AI operates silently inside your existing CRM (CDK CRM, VinSolutions, DriveCentric). You don't switch systems, retrain your team, or migrate data. Collab AI simply makes the routing decision smarter the instant a lead lands.
Which CRMs do you integrate with?
Collab AI is Fortellis Certified for CDK Global CRMs (including CDK CRM). Direct API integrations for VinSolutions, DriveCentric, and additional major dealership CRM platforms are currently in active development and launching within the year. Integration occurs at the enterprise API layer with zero software installation required.
How is this different from round-robin or "next up" distribution?
Round-robin treats every salesperson the same regardless of their actual closing strengths. Collab AI analyzes your store's real historical outcomes—matching specific lead sources, vehicle types, and customer profiles to the salesperson statistically most likely to close them.
Do sales managers maintain override control?
100%. Desk managers retain complete override authority at all times. If a manager manually reassigns a lead, Collab AI logs the reasoning to continually refine its underlying routing models.
Will my sales team need to learn a new software interface?
Zero new logins. Assigned leads and customer intelligence flow directly into your salespeople's normal CRM workspace and mobile app exactly as they do today.
How does floor capacity management work?
Collab AI actively monitors active lead volume per salesperson. If a top closer is currently buried in conversations, the system automatically redirects incoming leads to the next highest-probability salesperson who has bandwidth, protecting deal velocity.
How are integrations and data security handled?
Collab AI connects via secure API protocols, including certification on the Fortellis Marketplace for CDK stores. Your customer data remains securely housed inside your enterprise CRM environment and is never shared or sold.

See it on your own leads.

Two ways in — book a walkthrough, or just ask us.

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The Collab AI Mission

Built in the Trenches of Retail Automotive

Collab AI was founded to eliminate round-robin lead distribution that drains dealership gross profit. We build software that respects human sales skills and ensures every opportunity lands with the exact closer statistically proven to win.

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