• "Innovative"
  • "Efficient"
  • "A Game Changer"

Your Solution to dealership
Finance and Insurance

Learn More

What does it do?

CustomConnect is a new financial services application designed to support all selling styles, products and processes.

Increased Profits

Supports a variety of processes and selling styles, while promoting the presentation of EVERY product EVERY time.

Enhanced Reporting

Direct accountability for Financial Sales Managers while providing your leaders with a tool to better manage their activity.

Increased Speed

Dynamic sales presentation tools and videos with instant pricing updates right at your fingertips.

Fully Customizable

Third party integration with ADP, SAL, CarProof, RouteOne, DealerTrack and many more while supporting hundreds of business rules.

Multimedia Presentations

Product Information, brochures & videos are available on demand.

Improved Accuracy

Instantly registers warranty and insurance products which increases the accuracy of your deal processing and consistency of transaction compliance.

What should Finance & Insurance mean to your dealership?


Largest contributor to dealership profits


More gross profit on F&I than front-end sales


Average Increase in F&I GPU since CustomConnect*

*Ask about our Birchwood Automotive Group case study

This system is AMAZING and has made this job much more efficient… I LOVE it!

Our Features

CustomConnect lets you work the way you want to.


  • Drag and drop interface automatically calculates customer payments
  • Essential forms are pre-populated:
    Bill of Sale, Product Contracts, Waiver Disclosures and Accounting Re-cap Sheets
  • Register a customer’s product automatically with third party vendors

Customer Engagement

  • Share comprehensive product details with customers through interactive videos and product brochures
  • Synchronized with tablets to enhance customer interaction and engagement
  • “Spectator Window” functionality allows for two-monitor viewing with the customer
  • Option to print the menu and share with customers


  • Streamlined platform integrated with third party vendors - ADP, SAL, CarProof, RouteOne, DealerTrack and many more.
  • Add dealership or group wide products
  • Integrate with new vendors to expand product offering


  • Drag and drop interface adds and removes products in a customer’s package
  • Ability to add, remove or print any customer forms
  • Create unlimited personal or dealership product packages
  • Configure individual product setups within any menu
  • Create unlimited personal or dealership product menus