Bidirectional Integration — SEI DMS

The most integrated CRM with SEI DMS

Traction CRM and SEI DMS exchange data in both directions — inventory, Shop Scheduler, Work Orders, quotes and more. A seamless integration for your sales and service teams.

Certified Bidirectional SEI DMS Integration
Sales & Service
Automotive & Recreational Vehicles
Seamless Experience
Zero Duplicates — Unique SEI ID

How it works

Two platforms. One data flow, in both directions.

Unlike a simple integration, Traction CRM exchanges information in both directions with SEI DMS. What your team enters in the CRM appears in the DMS — and vice versa.

← What arrives in your CRM

Traction CRM receives from SEI

  • Complete vehicle inventory (new, used)
  • Stock and products (parts & accessories)
  • Shop Scheduler — service appointments
  • Customer account balances
  • Complete client database (initial import)
  • Detailed vehicle information
  • All service appointments
Bidirectional

→ What goes to your DMS

Traction CRM sends to SEI

  • Work Orders created in Traction CRM
  • Parts status updated in real time
  • Complete quotes from Traction CRM
  • Full quote pushed to the DMS

Result: your teams work in one tool. Data is always current in both platforms, with zero re-entry.

The Traction CRM Advantage

A seamless integration with SEI DMS

We call it a seamless integration — an experience where the CRM and DMS function as one system, without friction, delay, or missing data.

Real-time

Data flows instantly between Traction CRM and SEI DMS — no delay, no manual sync required.

Fully Bidirectional

Not just read-only. Traction CRM writes to SEI — Work Orders, parts status, quotes — so your DMS is always up to date.

Zero Duplicates Guaranteed

The unique SEI client ID is kept in Traction CRM — no risk of duplicates, neither at initial import nor in daily operations.

All Integration Features

What Traction CRM exchanges with SEI DMS

A complete and powerful integration — covering inventory, service, financial transactions and the sales process.

↓ Received from SEI

Vehicle Inventory

Traction CRM receives in real time the complete new and used vehicle inventory from SEI DMS. Your sales advisors always work with the right stock, with no manual updates.

↓ Received from SEI

Stock, Parts & Accessories

Parts and accessories inventory from SEI DMS is synced into Traction CRM to keep your service and sales teams informed in real time.

↓ Received from SEI

Shop Scheduler & Service Appointments

The Shop Scheduler and all service appointments from SEI DMS are visible directly in Traction CRM, for complete client follow-up across sales and service.

↓ Received from SEI

Customer Account Balances

Traction CRM receives customer account balances from SEI DMS. Your teams have complete financial information to better personalize their approach.

↑ Sent to SEI

Work Orders — from Traction to the DMS

Work Orders created in Traction CRM are pushed directly to SEI DMS. No need to re-enter work orders — both systems stay perfectly synchronized.

↑ Sent to SEI

Parts Status in Real Time

Parts status updated in Traction CRM is automatically transmitted to SEI DMS. Your service department always has the most recent information, on both sides.

↑ Sent to SEI

Complete Quotes to the DMS

All quotes created in Traction CRM are pushed directly to SEI DMS. Your advisors build the quote in the CRM and it appears automatically in the DMS — no double entry.

↓ Received from SEI

Detailed Vehicle Information

Traction CRM receives all technical and commercial vehicle information from SEI DMS — to enrich client files and facilitate sales follow-up.

Complete Coverage

Sales and service — both departments are covered

The bidirectional integration between Traction CRM and SEI DMS covers your entire dealership, from sales to service, for a unified client view.

Sales

New and used vehicle inventory received in real time from SEI DMS
Detailed vehicle information available from the DMS
Customer account balances received to qualify and personalize approaches
Client database imported at mandate start, no duplicates
Complete quotes built in Traction CRM pushed to SEI

Service

Shop Scheduler and all service appointments received from SEI DMS
Parts and accessories stock synced from the DMS
Work Orders created in Traction CRM sent directly to SEI
Parts status updated in Traction and transmitted in real time to the DMS
Complete client and vehicle history available in the CRM
Received from SEI
Sent to SEI

Risk-free launch

Zero duplicates. Zero data loss at launch.

When you start a CRM mandate with Traction, the first thing we do is import your entire database from SEI DMS. Your clients are there. Your history is there. And no duplicate will ever be created.

Complete SEI database import at launch

  • All your clients imported from SEI DMS from day one
  • The unique SEI client ID is kept in Traction CRM
  • No duplicates created during initial import or future operations
  • Complete client history continuity between both systems
  • Fast transition with no data or client relationship loss
0duplicate created at launch

Who uses this integration?

Automotive and recreational vehicle dealerships trust Traction CRM with SEI DMS

Traction CRM is used by multiple dealerships who rely on this bidirectional integration every day to manage their sales and service.

Automotive Dealerships
Recreational Vehicles (RV)
Multi-Brand Groups
Multi-Location Groups
Integrated Sales & Service BDC

Frequently Asked Questions

Everything you need to know about the Traction CRM & SEI DMS integration

Ready to connect SEI DMS to your CRM?

Discover how the bidirectional integration between Traction CRM and SEI DMS can transform the way you work, from sales to service.

Request a Demo

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