It’s guided, complete, and lets me close without waiting on anyone.
Whether new or experienced, reps can’t miss a step. The flow walks you from Offer → Contract → Invoice → Delivery with built‑in guardrails.
Documents, approvals, pricing rules, payments, and notes live on the same screen—no hunting, no tab‑hopping.
Full trace: who did what, when, and why. Export the pack instantly for OEM/importer or finance audits.
One view links Customer / Lead / Vehicle / Financing / Approvals / Accounting, so every decision has context.
Reps can finish the sale end‑to‑end (approvals, e‑signature, invoice, delivery checklist) without waiting on back‑office tasks.
Eliminate system switching and re‑entry; spend time selling, not stitching tools together.
Vehicle, accessories, packs; reconditioning (used), FX & taxes; live margin bar.
Flat/stackable campaigns with eligibility rules and time windows.
OEM incentives pushed centrally; enforced in offers/contracts.
Build from stock VIN or custom order; factory options or used‑car specifics.
Proforma → Contract → Invoice → Delivery with guardrails and checklists.
Contracts, annexes, handover protocols, vouchers—digital signature included.
Versioning, approval reasons, who/when/what logs, compliance exports.
Proforma, down/part‑payments, final sale invoice, storno; ERP sync.
VIN hold, expiry, auto‑release, deposit handling.
Unit & margin targets by model/branch/rep with progress dashboards.
Offer Generator
One‑click quote + alt‑stock suggestions that clear overstock.
Approval Copilot
Recommends discount path within policy; explains needed approval level.
Pipeline Gap Alerts
“You’re 2 cars from target—call these 3 hot leads.”
Smart Docs Pre‑Fill
Picks the right doc pack; fills customer/vehicle fields.
Flags slow‑moving VINs relevant to the current deal.
Suggests margin‑safe promotions and campaigns aligned to policy.
Uses an Offer Interest Index (offers per VIN) to prioritize units.
Demo video coming soon