/ Integrations

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.

/ Native partners

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.

DMS
CDK Global
Connected via Fortellis — CDK's certified API platform
Lisa reads
  • Customer & vehicle records
  • RO history & declined services
  • Mileage & maintenance schedules
Lisa writes
  • Appointments back to your scheduler
  • Confirmation IDs
  • Advisor notes
DMS
Reynolds & Reynolds
Connected via RCI — Reynolds Certified Interface
Lisa reads
  • Customer & vehicle records
  • Service history
  • Recall flags
  • Pre-paid maintenance
Lisa writes
  • Appointments to ERA / RPM scheduler
  • Confirmation IDs
DMS
Tekion
Native Tekion ARC partner
Lisa reads
  • ARC customer 360 data
  • Live RO + appointment state
  • Telematics signals
Lisa writes
  • Appointments to ARC scheduler
  • Customer notes & tags
DMS
DealerTrack
Two-way DMS read/write
DMS
PBS Systems
Two-way DMS read/write
DMS
DealerBuilt
DealerBuilt Certified Partner
Scheduler
Xtime
Native scheduler integration

Don't see yours? Talk to us →

/ How integration works

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.

01
Authorize the connection

Read-write credentials provisioned through your DMS partner portal. We handle the paperwork; your IT signs off.

02
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.

03
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.

04
Go live

Booked appointments start writing back to your scheduler. Reporting surfaces in your existing dashboards.

/ Compliance & security

Procurement-ready on day one.

The compliance answers your IT and legal teams are about to ask, all in one place.

Certified
SOC 2 Type II

Continuous controls auditing covering availability, security, and confidentiality of dealer customer data. Type II report available on request under MNDA.

Compliant
TCPA · 10DLC

All outbound messaging is sent under registered 10DLC campaigns with proper consent capture, opt-out language, and quiet-hours enforcement.

Documented
DPA & sub-processors

Standard Data Processing Agreement available on request.

/ Get started

Ready to plug Lisa in?

30-minute walkthrough with our team. We map your retention gaps to your DMS setup.

Request Demo
Have an integration or IT question? Get in touch →