CallerCX Joins Fortellis Marketplace

CallerCX, Fortellis, News

CallerCX continues to advance in the automotive space bringing AI-powered speech analytics and Elead integration. CallerCX, powered by Proactive Dealer Solutions, offers more ways for dealers looking to make the most of their inbound calls by maximizing connectivity, capturing more data, enriching leads with valuable insights, and improving customer experience. CallerCX reduces reliance on manually logging leads, eliminating the need for managers to listen to every call by notifying them of mishandled opportunities and potential CSI situations.

“There are four key elements to the CallerCX integration with Elead CRM,” said Jason Beckett, Chief Operating Officer at Proactive Dealer Solutions. “These include Lead Capture, Lead Enrichment, Lead Scoring, and Lead Management. On the lead capture side, when a call comes into the dealership, CallerCX’s AI recognizes whether it’s a true sales or service lead and will automatically push it to Elead CRM. We only push real leads making sure to keep your CRM data valuable. We also enrich these leads with quality information, even if the agent fails to.” 

CallerCX leverages decades of call data in the automotive industry and combines AI, Machine Learning, and Natural Language Processing to evaluate the caller experience. Because every inbound call is automatically evaluated and scored, CallerCX coaches staff to better handle calls, follow-up with the customers, and provide the best customer experience. 

On the lead management side, CallerCX uses speech biometric technology to assign the call to the staff member who handled it, so that every lead push into Elead CRM includes the assigned user to trigger workflows and follow-ups. “In today’s environment, customer experience is everything and it’s vital that no lead gets left behind,” Beckett said.

“The features CallerCX offers such as the speech biometrics, the abilities of our AI to monitor and proactively manage leads, combined with our other robust tools make PDS’ platform the most powerful call intelligence tool platform on the market, and now it’s integrated with the robust Elead CRM,” added Beckett

About Proactive Dealer Solutions

PDS, has for more than 25 years, helped more than 4,000 dealerships across North America with lead and process management, and is credited with creating the BDC concept. Today, it serves several industries with its proprietary platform, CallerCX, designed to help automotive retailers improve sales by helping dealers connect and convert more leads.

About Fortellis Automotive Commerce Exchange™ Platform

Fortellis is a technology platform that enables the automotive industry to leverage, build, innovate and integrate solutions and workflows to transform business. The Fortellis platform—with its Developer Network and Marketplace—connects software developers, OEMs and dealers so they can create new and unique experiences efficiently and seamlessly. Visit to learn more.

Jason Beckett is the COO of Proactive Dealer Solutions, a leading provider of training and software solutions for the automotive industry. With a background in product development at Blackberry and infotainments systems and a Master of Business Administration, Jason joined Proactive Dealer Solutions in 2014, bringing his expertise in strategic planning, product development, and project management. 

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