Lead to delivery in one guided flow
Stop tab‑hopping. Start closing. Offer, approvals, eContracts, invoice, documents, delivery and much more in a single workspace.
What Sales Reps Get
All‑in‑one workspace
Create offer, approvals, contract & invoice on the same page.
Fast for new hires
Guided steps = day‑1 productivity.
Policy‑safe by default
Discounts, margins & approvals enforced automatically.
100% audit trail for every change and signature.
Built on industry standards, tailored to your business
- Personalization — Configure your own settings: roles, policies, approvals, templates.
- Customer Data — Simplified flows produce clear, complete records every time.
- KYC — Know your customer: efficiently track leads & opportunities across multi‑location, multi‑company setups.
- Vehicle Data — Automatic VIN capture/decoding with validated technical & equipment details.
- Actions — Move from reactive to proactive with integrated finance, logistics, and legal workflows.
- Finance — Improve margin with dynamic pricing and stronger cost controls.
How the Flow Works
Complete Deal Management
Stock Offer / Custom Order (New Cars)
Build from VIN or place factory order with correct trim/options/ETA.
Automatic Offering from Lead
One‑click prefill from CRM; context preserved.
Stock Offer / Custom Order (Used Cars)
Include reconditioning costs and age‑based pricing.
ECO Voucher Cars Program
Eligibility, amounts, and locked documents for subsidy audits.
Vehicle Configurator / Manufacturer File Recognition
Import OEM codes/pricing; packs map instantly.
Commercial Policy (New/Used/Brand)
Floor price, margin thresholds, stackable incentives.
Discount Approval Levels (3)
Rep → Coordinator → Admin with SLA timers & escalation.
Trade‑In / ECO / Buy‑Back
Valuation, payoff/settlement; automatic netting in the deal.
From Acceptance to Go Live in < 1 Week
- Pre built setup & automation = go live < 1 week (typical industry: 4–6 weeks+).
- Fast import of historical data via APIs—no blank screens on day 1.
- Reps feel “already at home” in SalesPartner from the first login.
Proof tag: Multiple dealer rollouts completed in under 7 days.
AI Assistants
🤖 Owli (Sales)
Best 3 cars for the lead, alt‑stock from aging inventory, pipeline‑gap nudges, personalized follow‑ups.
📦 Owlivia (Stock)
Flags overstock VINs, proposes margin‑safe promos, Offer Interest Index insights.
< 10 min
Deal completion time
–80%
Tool switching
+5%
Margin improvement
100%
Audit ready
Measured across deployments
Frequently Asked Questions
Can we mix customer roles?
Yes—Beneficiary, Payer, and Contact can be distinct and are all linked to the deal.
How are approvals enforced?
Discount thresholds trigger Level 1–3 approvals with SLA timers and audit reasons.
Do ECO vouchers lock the dock set?
Yes—templatized documents, eligibility checks, and versioning for audits.
What about used cars?
Add reconditioning costs; policy rules apply automatically.
Will finance see my invoice?
Invoice posts to ERP; payment state syncs back to the deal.