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Serti DMS Modules

Discover the power of our effective, easy to use modules, designed to streamline operations, boost sales and enhance the customer experience, every day.


Wouldn’t it be great if you could spot trade-in opportunities before they even hit the market? With SDS Equity, you can. This smart module uses your live data to identify upgrade-ready customers, so you can approach them with the best offers from your showroom, while driving desirable pre-owned vehicles back into your inventory. That’s increased sales and increased customer loyalty – a real win-win.

SDSMOBILE: Deal Approval

Make the deal approval process even faster and smoother with this mobile solution. Any deal pending approval automatically generates a notification to the manager, so they can review and approve there and then on their phone.

SDSMOBILE: Inventory Check

Take customer service to new levels by giving your sales teams full access to your inventory on their smartphones. Whether they’re in the showroom or on the outside lot, they can call up the details on any vehicle without having to leave the customer’s side.


Today’s customers expect to be able to pay safely and conveniently, whenever and wherever suits them best. With SDSPay (free with Messaging), you can send a link to the customer’s invoice directly via email or text, which they can then pay via their smartphone. A simple, secure way to offer great customer service.

Online Appointments

With our Online Appointments module, your customers have the power to book service appointments at a time that suits them, quickly and easily. By having all available time slots online, you can increase your service department’s workflow as well as making it smoother and more efficient. And you’ll automatically be driving more traffic to your website!

Text Messaging

It’s one of the quickest and easiest ways to communicate with customers. Text messages can be sent from the Serti DMS or any tablet. Want your teams to answer through their smartphones? They just need to download the SDS Mobile app and they are ready to initiate or continue any conversation with customers.

Tablet Service Write-up

This free module will help your service department take customer service to the next level. As soon as they enter the drive-thru, your team can open an RO on their tablet (whether that’s Apple, Android, Windows or Chrome) and perform the walk-around inspection with the customer. All that’s needed after is the customer’s signature for approval and it’s done. It’s fast, efficient – and the customer will love it.

Mobile Parts Receipting

Streamline your parts department and boost profits with this smart receipting tool. No more manual data entry – your team can scan the barcode with a mobile device. Your parts orders are receipted in real time for a faster, more accurate and more efficient operation. You can even use it to print a reservation label on the spot!


When all your documents and images are held securely on the Keyloop cloud, you have everything right there when you need it. Tag them to an open RO and use the SDSMessaging app to send a link to a customer, so they can see a picture and give a quick approval. It’s the streamlined, secure and simple way to store your business’ data.

SPG Connectivity

With the Service Pricing Guide (SPG), there’s no need for third-party apps or hunting around online for parts prices – your team has up-to-date figures at their fingertips, right there on the system. That means increased upselling opportunities and quick quotes. Even better, the module connects the technician, the parts department and the customer, so you can track your quotes every step of the way.


Our powerful and interactive web dashboard gives you easy access to accurate, real-time information you need to make data-led decisions. And, because it’s customisable to your own specifications, you can access the latest stats whenever you need them from any device or platform.


Say goodbye to missing signatures that hold up a sale. eSign is fully integrated with Merlin Software and helps eliminate the costs related to paper management and facilitates contract funding. What’s more, because it offers a contact-free signing option, you can complete the entire sales process (regulations and applicable laws apply) with the customer in-store or remotely – whichever suits them best.

Service Inspection Forms

Give you team access to service inspection forms at the click of a button. Once completed, the form is saved to the repair order and easily accessible. You can share them with a link to customers and print whenever needed. And, because they can be filled in using a computer or tablet, there’s no need to purchase expensive, pre-printed forms.

Recommended Maintenance

Make it easy for your customers and employees to select the recommended maintenance for a vehicle. Each OEM has its own recommendations, and we’ve got all of them covered - including OP codes, pricing, recalls and more. Your customers will know what to expect when they pull into the service bay and will appreciate the care given to their vehicle.

Targeted Campaigns

Create targeted email and SMS campaigns that will hit the mark with your customers. Design bespoke campaigns using the integrated templates and keep track of their success. Whether it’s new model launches, service maintenance reminders or special promotions like tire changeover season, you can boost sales in for the showroom and increase traffic in your service department.

Contact us

Want to find out more about how our solutions could benefit your business and your customers? Get in touch here and one of our team will be happy to help.