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Connected Sales Workflow
DealerTeam connects every stage of the dealership sales process—from first inquiry to appraisal, financing, delivery, and reporting. By sharing data across Sales, Inventory, Service, Parts, and Accounting, your team reduces duplicate entry and delivers a seamless customer experience.
Never Let Another Opportunity Slip Through the Cracks
- Automate lead assignment and follow-up workflows
- Track every customer interaction in one timeline
- Maintain clear ownership and complete follow-up history
- Prioritize prospects based on engagement and buying intent
- Monitor salesperson activity and response performance
Appraise with Confidence
- Generate instant vehicle valuations on any device
- Use integrated data sources to support accurate vehicle values
- Capture photos, notes, and condition details digitally
- Review appraisal history for comparison and future reference
- Maintain digital records for audits and deal reviews
Structure Better Deals in Less Time
- Build multiple financing and payment scenarios instantly
- Include trade values, rebates, taxes, and fees automatically
- Present payment options using real-time calculations
- Keep deal information connected to the customer and vehicle record
- Sync finalized terms with inventory and accounting
Faster Credit Decisions with Less Manual Work
- Submit applications directly to 700 Credit, Dealertrack, and RouteOne
- Pre-fill applications with existing customer and deal information
- Reduce manual entry and avoid unnecessary errors
- Speed up the approval process
- Maintain secure, encrypted application submissions
Finish Every Sale with Confidence
- Track vehicle delivery from detailing through customer handoff
- Manage we-owe items and outstanding commitments
- Automate warranty registration
- Complete Retail Delivery Reporting
- Centralize delivery documents for future reference and audits
Turn Every Customer Interaction into Actionable Insight
- Maintain a 360-degree view of each customer
- Track lead activity, follow-up, and conversion performance
- Measure salesperson and team productivity
- Analyze lead sources and sales outcomes
- Use real-time reporting to identify opportunities for improvement
DealerTeam Sales
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Customer Vehicle
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Credit Apps
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Invoice
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DealerTeam Sales
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Deal Summary
Finance
Credit Report
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DealerTeam Sales
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Buyer
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Sales Team
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Empower Your Sales Team with
Industry-Leading Tools
Give your team the edge with advanced tools built for today’s dealership. From integrated CRM and mobile-ready quoting to real-time inventory search and automated follow-ups—everything is designed to help salespeople stay focused, move faster, and close with confidence.
Smarter Tools, Happier Customers
for a Stronger Bottom Line
Seamless Lead Management
Seamless Lead Management
Capture, track, and manage every customer interaction with real-time updates.
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Industry-leading CRM
Industry-leading CRM
Maintain a 360-degree view of every customer from every department.
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Real-Time Inventory Visibility
Real-Time Inventory Visibility
Sales teams get real-time vehicle info to reduce errors and improve the buyer journey.
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Credit App Integration
Credit App Integration
Directly submit applications to 700 Credit, DealerTrack, and RouteOne, all from DealerTeam
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Smart Deal Structuring
Smart Deal Structuring
Build and present multiple payment and financing options, including taxes and trade-ins.
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Comprehensive Reporting
Comprehensive Reporting
Use real-time analytics to track team performance, conversion rates, and lead sources.
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