Demand a field-level migration plan
Inventory, customers, leads, tasks, documents, accounting and repair orders have different histories and acceptance tests. “Data migration included” is not enough — require the plan and a written acceptance test.
Reviewed recordDirectory updated September 1, 2026
Serti
Canadian DMS and retail operations platform.
3 product records3 categories1 integration records
What Serti does
Serti is a Canadian dealer management and retail operations platform used by franchise dealers, particularly in Quebec and bilingual markets, covering the DMS, CRM and service workflow. Its strength is fit for the Canadian regulatory and language environment rather than the US market. Dealers evaluating it should confirm OEM certification for their franchises in Canada, French-language and provincial compliance support, and integration with the tools they use.
Dealer fit
Where Serti sits in the stack
Market: Canada
Typical segment: Canadian franchise dealers
Corporate parent: Keyloop — confirmed August 23, 2026 against the primary source.
Research status: Scope reviewed using current vendor and credible market sources; individual claims may remain one-sided.
Primary source: none currently reachable. serti.com resolves but does not answer on HTTP or HTTPS; Keyloop announced its acquisition of SERTI on February 1, 2022 and the products are sold under Keyloop. Checked August 23, 2026. The published link was removed rather than left broken; treat this record’s scope as unconfirmed until a working source is attached.
What this record establishes about Serti
Serti is mapped to 3 workflow categories across 3 parts of the store — core operations, sales, fixed operations, with 3 named products and service lines recorded. A record spanning 3 categories sits between a point solution and a suite; confirm whether you are buying one workflow or several. Serti is owned by Keyloop, which makes this a decision about a position inside a portfolio as well as a product. 1 scoped connection record is associated with this company in the directory.
This record resolves Serti as a company and maps its published scope to dealer workflows. It does not establish pricing, contract terms, OEM program eligibility, whether a given integration is enabled for your configuration, implementation quality or support responsiveness. Those are configuration and commercial facts that come from a scoped demo, a written proposal and a reference running your DMS and OEM.
Portfolio
Serti products and service lines
Packaging changes. Confirm current names, bundles and availability with the provider.
Core operations
SERTI DMS
Canadian DMS and retail operations platform.
Open product record →Core operationsCRM
Serti CRM is the customer-relationship module of the Serti dealer platform, used by franchise dealers particularly in Quebec and bilingual Canadian markets. Confirm bilingual support and DMS integration.
Open product record →Core operationsService
Serti Service is the fixed-operations module of the Serti dealer management platform for Canadian franchise dealers. Confirm repair-order handling and OEM fit.
Open product record →Coverage
Categories
Dealer management systems (DMS)
Accounting, sales, parts, service and OEM-connected system-of-record platforms.
Compare 32 companies →CRM & sales enablement
Lead, showroom, follow-up, appointment and customer lifecycle workflow.
Compare 28 companies →Service lane platforms
Check-in, MPI, estimates, approvals, communication, payment and retention.
Compare 22 companies →Confirm write-back to the DMS
A fixed-operations tool lives or dies on whether it updates the repair order in the DMS rather than creating a parallel record. Trace one real RO end to end, including a declined line and a parts delay.
Model the full term
Include implementation, hardware, usage, media, data, integrations, annual increases and offboarding assistance in the total cost. Two providers with the same monthly price routinely differ once those are counted.
Diligence themes
Open scorecard →What to establish for this company specifically
System-of-record exposureThis company touches a system of record. That raises the stakes on data export, accounting structure and migration: a change here is a financial-close event, not a software swap. Require a field-level migration plan and a written acceptance test before signature.
Adoption on the floorSales-side tools are adoption problems more than feature problems. Ask what the provider does when usage stalls in month three, who pays for retraining, and what the reporting looks like when half the team is using it and half is not.
Write-back to the repair orderFixed-operations tools live or die on whether they update the repair order in the DMS rather than creating a parallel record. Trace one real RO end to end, including a declined line and a parts delay.
Commercial structureModel the full term: implementation, integration fees charged by other systems, usage or transaction charges, the annual increase, the renewal mechanic and the cost of leaving. Two providers with the same monthly price routinely differ once those are included.
ExitAgree the export format, timing, cost and deletion proof before signature. Offboarding terms are inexpensive to negotiate up front and expensive to request afterwards.
Questions dealers ask about Serti
What does Serti offer?
Serti is a Canadian dealer management and retail operations platform used by franchise dealers, particularly in Quebec and bilingual markets, covering the DMS, CRM and service workflow. Its strength is fit for the Canadian regulatory and language environment rather than the US market. Dealers evaluating it should confirm OEM certification for their franchises in Canada, French-language and provincial compliance support, and integration with the tools they use. The mapped record includes 3 named products or service lines across Dealer management systems (DMS), CRM & sales enablement, Service lane platforms. Confirm current packaging directly.
Who owns Serti?
Serti is owned by Keyloop, confirmed August 23, 2026 against a primary source. That matters commercially: ask which sibling products are prerequisites, which integrations are internal, and whether renewal is quoted per product or across the group.
Is Serti a fit for every dealership?
No universal fit is asserted. The current record describes Canada and a typical segment of Canadian franchise dealers; OEM, rooftop, workflow and configuration eligibility still require confirmation.
How much does Serti cost?
This directory does not publish an unsupported universal price. Request the exact modules, quantities, implementation, integrations, usage, increases, renewal and exit costs for the dealer's configuration.
Which systems integrate with Serti?
1 scoped integration records are currently associated with this company. A logo or marketplace listing does not establish fields, write-back, timing, dealer eligibility, fees or support.
How should Serti be demonstrated?
Use the relevant category workflows and require normal plus exception cases. Record what is native, configured, partner-delivered or planned.
What should be migrated to Serti?
Define objects, history, identifiers, relationships, attachments, consent, reconciliation and archive requirements before the implementation statement of work is accepted.
What should the Serti contract address?
Confirm named products, dependencies, service responsibilities, data access, security, term, renewal, increases, termination and transition with qualified review.
What are the alternatives to Serti?
Use the unranked category-peer page to discover overlapping providers, then verify exact product, market, OEM, integration, implementation and commercial fit. No universal better option is named here.
How current is the Serti record?
This record is at Reviewed status: scope is mapped from current provider and market sources without a dated audit, so individual claims may remain one-sided. The primary source the record rests on is named on the page.