Built on the SDT Engine.

Connect

The primary automotive product. Customer Relationship Management (CRM) integrated. Dealer Management System (DMS) integrated. In production at dealers nationwide.

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What it is.

Connect is the flagship automotive product in the SecureMyDealer family. It is the CRM-integrated dealership workflow that captures and auto-populates leads, validates customer IDs, and appends existing records in the dealership's CRM or DMS. The sales floor uses it. The Finance and Insurance (F&I) office gets the documents already verified. The customer never leaves their text thread.

Connect is what is running at the largest dealership groups in the country today. This is not a roadmap product. It is the system that has been collecting driver's license images, proof of insurance, pay stubs, and trade paperwork at scale for years.

Picture the dealership website: a customer schedules a test drive. The Botdoc-powered Connect experience captures the lead, validates the ID, and appends the customer's existing record in the CRM before the salesperson picks up the phone. By the time the customer walks in, the file is already populated and the F&I office is ahead, not behind.

Why this was hard to do before SDT.

The dealership has always wanted a single workflow from website lead through showroom to F&I close. What stopped them was the gap between what the sales floor will use and what compliance requires. Sales staff live on text and unsecured email because that is what closes deals. Compliance requires the customer's documents to ride encrypted, with audit trails, into a system the dealership can defend at audit.

The traditional stitch-together was three vendors: a CRM, a secure document portal, and an ID verification provider. The customer was asked to register for the portal. Forty-to-fifty percent of the time, they bailed. The salesperson then defaulted back to a text message, and the dealership absorbed the Federal Trade Commission (FTC) Safeguards exposure.

Connect was the first product Botdoc built on the SDT Engine because the engine made the three-vendor problem one-vendor. The CRM populates from the same flow the customer is using to upload. The ID verification fires inside that flow. The compliance happens in the transport. The salesperson never leaves their normal workflow.

What the SDT Engine made possible.

Full CRM and DMS integration: Customer leads and documents auto-populate into the dealership's CRM or DMS. Existing records get appended automatically. The F&I office stops re-keying data from screenshots.
Real-time ID scanning and proofing: Driver's license and ID information verified instantly against the issuing agency, not a stale database. Built into the same intake flow.
Test-drive to F&I, one workflow: Website lead capture, showroom QR engagement, lot RFID engagement, and F&I document collection all run through the same Connect experience. The customer experience is continuous.
Total dealership experience: Set up with the full suite of Botdoc capabilities and the means for consumers to engage them on their own device, on their schedule, without dealership friction.
Automated shortcuts: Streamline repetitive workflows with shortcuts on the salesperson's phone. The high-frequency actions take one tap instead of seven.
Third-party integrations: Connect external software and services to extend Connect's reach. Data shares cleanly between systems so the dealership's existing stack does not have to change.
User-level reporting and tracking: Per-user utilization reports for compliance posture and team management. The general manager can see who is using the secure flow and who is leaking customer data through unsecured channels.

Compliance posture.

The FTC Safeguards Rule (16 CFR Part 314) requires in-transit encryption of customer financial data at every auto dealership in the country. Connect is built so that the encrypted path is the path of least resistance for the sales floor, not the path they avoid.

Every document moves through the patented SDT Engine. The transport layer is the compliance layer. Audit trails on every transaction. No customer credentials sitting in the dealership environment for an attacker to harvest. No password resets to staff. The compliance review is faster because the architecture is simpler.

Part of the SecureMyDealer family.

Connect is one of three production products under the SecureMyDealer umbrella. Lite is the streamlined variant for smaller dealers. ID Verify is the real-time identity feature that runs inside Connect and Lite or as a standalone capability.