FAQ / Getting started
Getting started
The first week is one checklist: connect the inventory feed, invite the people on the plan card with real jobs, open Inbox, and work Today — not a zero dashboard with six charts.
Where do new users land?
Sales and managers open Today. Shoppers opens the pipeline. Training attaches by dealership job.
Do we replace our DMS?
No. CarLotCRM sits on top of the DMS you already pay for — shoppers, follow-up, and where the cars are listed.
How do we book a walkthrough?
Use Book a Demo on carlotcrm.com, or redeem a gated Summit Motors invite code when one was issued.