Who
We Are
Momentum is more than a software provider; we're your dedicated partner in dealership success. Our solutions are the result of a profound commitment to innovation, coupled with industry expertise that's second to none. We've honed a deep understanding of dealership operations, making us a trusted resource for those striving to elevate their businesses. With our comprehensive CRM solutions, we're here to assist dealerships in improving customer satisfaction, increasing retention, and fostering brand loyalty.
Our
Mission
At Momentum, our mission is to empower automotive retailers with the tools and knowledge they need to reach their full potential. We're driven by a deep commitment to innovation, industry expertise, and proven strategies. We aim to help dealerships nationwide excel at every point of customer interaction, achieving point-of-contact excellence, and increasing bottom-line profitability.
What
Drives Us
Continuous Innovation
We're not just keeping up with the latest technology; we're setting the pace. In the fast-moving world of auto dealerships, our passion for pioneering innovations puts us at the cutting edge, offering solutions that are as dynamic as the industry itself.
Industry Expertise
Our team isn't just knowledgeable; they're mavens of the auto industry. With a wealth of experience and insights, they transform every challenge into an opportunity, ensuring our solutions are not just effective but revolutionary.
Customer Success
Your success is our victory. We don't just aim to satisfy; we strive to amaze. With each client's triumph, we see our mission fulfilled, driving us to continually elevate our standards.
Long-Term Partnership
We believe in relationships, not transactions. Our commitment extends beyond immediate solutions; we're your partners in growth, dedicated to your long-term success and profitability.
Quality & Trust
We don't just maintain quality; we embody it. Trust and integrity are the cornerstones of our interactions, ensuring that every engagement with us is reliable, professional, and exceeds expectations.
Reliability
Depend on us not just as a provider, but as a steadfast ally. Our clients rely on us for solutions that are consistently reliable, exceptionally innovative, and tailored to exceed every expectation.
FAQs
Momentum CRM is a full-suite automotive customer relationship management platform built specifically for franchised dealerships and high-volume auto groups across the United States, Puerto Rico and Canada. It eliminates fragmented customer data, inconsistent follow-up, and missed sales and service opportunities by giving teams a unified system for leads, appointments, communication, and customer lifecycle management. Dealerships use Momentum to increase conversions, improve response times, and keep customer records current across all departments.
Momentum CRM stands out for its flexible integration approach. Dealerships aren’t locked into one ecosystem, one category of vendor, or a narrow list of approved partners. Momentum is designed to connect easily with a wide range of technologies across sales, service, marketing, digital retail, communication, and analytics. This flexibility makes Momentum the easiest CRM in the industry to integrate with, whether a dealership is working with legacy systems, next-generation tools, or a mixed technology stack.
Beyond its integration strength, Momentum delivers fast performance, OEM-certified workflows, mobile-first tools, advanced reporting, and hands-on U.S.-based support. The platform is built around real dealership processes, giving teams a system that improves accountability, communication, and customer engagement from day one.
About Momentum CRM
Who We Serve
Momentum CRM supports single-point franchised dealerships, multi-rooftop groups, and large enterprise automotive organizations across the United States and Canada. The platform is optimized for sales, BDC, service, luxury, import, domestic, and high-volume rooftops.
Momentum CRM works with dealerships representing every major OEM available in the U.S. market, including:
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Luxury Brands: Mercedes-Benz, Porsche, Land Rover, BMW, MINI, Lexus, Acura, Audi, Infiniti, Genesis, Lincoln, Cadillac*, Volvo, Maserati, Alfa-Romeo
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Exotic and Ultra-Luxury Brands: Bentley, Lamborghini, Ferrari, Rolls-Royce, McLaren, Aston Martin, Lotus
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Import Brands: Toyota, Honda, Nissan, Mazda, Subaru, Volkswagen, Hyundai, Kia, Mitsubishi, Fiat
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Domestic Brands: Ford, Chrysler, Dodge, Jeep, Ram, Buick*, Chevrolet*, GMC*
* GM-based brands integrate through third-party provider support, and Momentum CRM fully accommodates these connections where permitted.
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Electric & Emerging: Polestar**
**Momentum CRM provides an additional layer that supports Polestar dealers alongside the tools and systems provided directly by the OEM.
In addition to franchised retailers, Momentum CRM also supports:
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Independent used-car dealerships
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Third-party automotive retailers
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Broker and leasing companies
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Hybrid retail models and centralized call centers
Dealers of all sizes use Momentum CRM because the platform adapts to their structure, workflow, and technology stack.
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Yes. Momentum CRM provides 100% U.S.-based support, staffed by automotive professionals who understand dealership operations and daily workflows. When a dealership contacts us, they reach a live Momentum CRM team member, not an automated system, not a chatbot, and not a third-party contracted call center. Every part of our company, from support to training to development, is U.S.-based and fully supported in-house, ensuring consistent quality and accountability.
Yes. Momentum CRM is used by dealerships and automotive groups across the West Coast, East Coast, Midwest, and Southern regions of the United States, supporting rooftops in major metropolitan markets as well as high-volume suburban and rural areas. Our footprint includes some of the largest, highest-performing, and most innovative dealership groups in the country, including the #1 dealerships in the United States for several leading OEM brands.
Dealers choose Momentum because the platform scales seamlessly from single stores to nationwide organizations, while delivering the consistency, accountability, and performance that top stores demand.
Platform, Integrations & Operations
Momentum CRM provides a comprehensive suite of connected products designed to support the full dealership lifecycle across sales, service, BDC, and management operations. Core modules include:
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Sales CRM & Lead Management
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Internet Lead Handling & Workflow Automation
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BDC & Call Center Workflows
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Momentum Service Drive (SD) for advisors and retention
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AI Refine for email and text communication enhancement
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Call Tracking & GoTo Call Recording
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Document Storage for hosted calls, customer files, and multimedia
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Video Messaging & MMS Support
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Appointment Scheduling Tools
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Opportunity, Task, and Accountability Management
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Multi-rooftop, group-level management & controls
Momentum CRM can be tailored to single stores, multi-rooftop automotive groups, enterprise-level organizations, independent retailers, and leasing or broker operations.
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Yes. Momentum CRM integrates with all major DMS providers, including CDK, Reynolds & Reynolds, Dealertrack, Tekion, PBS*, and more. We also work with a broad range of third-party data partners, communication platforms, digital retail systems, and OEM programs.
Momentum CRM is approved for every major OEM program that offers CRM integration, including next-generation retailing initiatives, service drive programs, and digital retail workflows. Momentum’s flexible integration approach ensures dealers can continue working with their preferred partners without being locked into a single ecosystem.
Our goal is simple: make Momentum CRM the easiest platform in the automotive space to integrate with, regardless of vendor type or category.
*PBS Full integration coming soon.
Yes. Momentum CRM was built to support complex multi-store, multi-brand, and enterprise dealer groups.
Group-level users gain access to:
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Cross-rooftop customer history
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Shared reporting dashboards (Do not include in V1)
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Centralized lead and process oversight
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Group-wide performance management
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Consistent OEM program execution
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Custom user hierarchies and permissions
Whether a dealer has two rooftops or 60+, Momentum CRM provides the visibility and structure needed for unified performance across the entire organization.
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Momentum CRM consolidates all leads, OEM, third-party, website, service, and equity - into one streamlined workflow. Sales and BDC teams are guided through proven follow-up processes that improve response times, increase appointment success, and drive higher engagement.
Key capabilities include:
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Prioritized lead queues
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Structured phone, email, and SMS workflows
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AI-powered communication refinement
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Real-time call tracking and recording
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Automated follow-up for unsold, no-show, and overdue opportunities
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Manager-level oversight and coaching tools
Dealerships consistently see improvements in lead-to-appointment, appointment-to-show, and overall conversion rates within the first 30–60 days of using Momentum.
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The service drive operation differs from sales, as such Momentum Service Drive (SD) enhances advisor performance and service retention by giving teams accurate customer data, appointment visibility, and consistent communication tools. All while utilizing the same client database.
Dealerships benefit from:
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Advisor-friendly workflows built for speed
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Customer history and services at a glance
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Follow-up processes for declined services and open MPIs
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Outbound calling workflows for missed appointments and overdue customers
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Automated reminders and service retention tasks
Service departments use Momentum SD to increase customer-pay revenue, improve CSI, enhance advisor accountability, and retain more customers over time.
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Momentum CRM follows strict data security practices aligned with OEM requirements and industry standards. All dealership and customer data is stored securely with encrypted communication, restricted access controls, and ongoing auditing.
Key security practices include:
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Localized data backups
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Encrypted data transmission at rest and in motion
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Controlled user permissions and authentication
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OEM-compliant integration protocols
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Full ownership and access control retained by the dealership
Momentum CRM does not use third-party vendors for core data handling or support, reducing risk and ensuring consistent accountability.
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Pricing, Onboarding & Results
Momentum CRM pricing is based on the dealership’s size, DMS configuration, selected modules, and number of rooftops. Integration fees vary by DMS provider, and multi-store groups receive structured pricing tiers across the enterprise.
Every proposal is tailored to the dealership’s actual setup to ensure transparency, predictability, and fairness.
Because pricing depends on OEM programs, DMS integration requirements, store size, and multi-rooftop discounts, publicly posting generic pricing would be inaccurate.
We provide customized proposals so each dealership receives exact, predictable pricing aligned with its structure, not a generic website estimate.
Momentum CRM delivers a complete onboarding experience, including technical setup, DMS integration, data validation, user configuration, and in-store or remote training.
Our onboarding process includes:
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Detailed project management
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Technical configuration and DMS/API setup
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User hierarchy and process buildout
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Live training for sales, BDC, managers, and service teams
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Post-launch monitoring and performance coaching
And all support, before, during, and after implementation, is provided by our 100% U.S.-based Momentum CRM staff, not outsourced teams or automated systems.
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Most dealerships go live within 4–8 weeks, depending on DMS configuration, OEM program participation, data preparation, and training schedules.
Multi-rooftop groups may choose phased rollouts to ensure consistent adoption and maximum performance across all stores.
Dealerships typically report measurable improvements, including:
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Higher lead-to-appointment and appointment-to-show rates
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Faster response times from sales and BDC teams
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Improved advisor performance in the service drive
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Better customer retention and repeat business
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Cleaner, more accurate customer data
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More consistent accountability across all departments
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Stronger sales and service revenue outcomes
Top-performing stores, including the #1 dealerships in the country for multiple OEM brands choose Momentum CRM for its ability to improve operations quickly and sustain results long-term.
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Leadership & Team
Momentum CRM is led by a U.S.-based executive team in Laguna Hills California with decades of combined experience in automotive retail, CRM technology, software engineering, and dealership performance optimization. Each leader brings extensive executive-level experience from across the automotive industry, with backgrounds that include consulting, product development, enterprise technology, operations, and financial management.
Our leadership is hands-on, accessible, and directly involved in daily operations. This ensures that the platform remains responsive, flexible, and aligned with the needs of modern dealership groups.
Jerman Velasquez. Chief Operating Officer
Jerman has more than 20 years of experience leading innovation within the automotive and technology sectors. He has directed high-impact product initiatives, collaborated with OEM teams on advanced retail and data programs, and overseen the development and launch of new software solutions. His work spans executive leadership in product strategy, organizational development, and the successful delivery of complex technology platforms to the marketplace.
As Chief Operating Officer, Jerman oversees Momentum CRM’s operational strategy, product direction, enterprise deployment framework, and strategy. His expertise in data analytics, advanced software systems, and business process engineering guides Momentum’s evolution as the most flexible and integration-ready CRM in the market.
Jerman’s leadership style emphasizes measurable improvement, clarity in execution, and building teams that deliver meaningful results for dealership partners.
Roger Niederland, Chief Technology Officer
Roger brings more than 40 years of engineering and technology leadership, along with more than 20 years dedicated to the continuous advancement of Momentum CRM. His background spans complex systems engineering, enterprise software development, architecture design, and the management of large-scale technical operations. He has held senior roles that required setting technology direction, building engineering teams, and delivering mission-critical platforms used by thousands of end users.
As Chief Technology Officer, Roger oversees all aspects of Momentum CRM’s technical vision and infrastructure. He guides architectural decisions, integration frameworks, product engineering standards, and system reliability. His leadership ensures that the platform remains stable, secure, fast, and adaptable to the needs of single-rooftop dealerships as well as large, multi-store automotive groups.
Roger’s strengths include long-term technical planning, deep problem-solving capability, and the ability to balance innovation with operational stability. His work supports Momentum CRM’s reputation as one of the most reliable and flexible CRMs in the industry. He maintains a strong focus on efficiency, scalability, and the continuous improvement of the platform to ensure that dealerships receive a high-quality technology foundation built for long-term growth.
His leadership plays a central role in keeping Momentum CRM ahead of evolving integration requirements, data standards, and dealership technology trends.
Donna Mealy, Chief Financial Officer
Donna has nearly 30 years of leadership experience within Momentum CRM and has played a central role in the company’s long-term development and stability. Her experience spans financial management, operations, business administration, contracting, and strategic planning across multiple phases of organizational growth. She has held senior responsibilities that include oversight of financial systems, company structure, regulatory alignment, and internal process development.
As Chief Financial Officer, Donna guides the financial health and operational integrity of the organization. She manages budgeting, forecasting, financial controls, dealer agreements, and risk management practices. Her commitment to transparency and sustainable growth ensures that Momentum CRM operates with the financial strength and operational discipline required to serve dealerships of all sizes, from single rooftops to large automotive groups.
Donna’s strengths include organizational continuity, internal governance, and the ability to build stable processes that support long-term customer relationships. Her deep institutional knowledge and steady leadership provide a foundation for Momentum CRM’s reliability and consistency in service delivery.
Her long tenure within the company reflects her dedication to building a dependable and scalable organization that dealerships can trust for years to come.
