Sales pipeline and deal management covers everything from the first lead call to closed paperwork, spanning qualification, vehicle checks, negotiation, and financing forms.
The automated version scores and routes leads immediately, pulls vehicle and history data without re-entry, and generates finance paperwork and invoices straight from agreed deal terms.
The full workflow, from trigger to completion.
The automation starts the moment a new lead form, walk-in entry, or call log is created.
The automation checks budget, timeline, and vehicle interest against dealership criteria and assigns a score.
Qualified leads automatically receive a personalized welcome email with next steps and available vehicles.
The system books a test drive slot against the assigned salesperson's calendar and confirms with the lead.
Once terms are agreed, purchase agreement and financing forms auto-populate and route for signature.
A signed deal automatically generates the invoice and records the payment against the vehicle.
Closed deals push a summary with margin and payment status straight to the sales manager's channel.
Leads that score below the qualification threshold route to a manager review queue instead of continuing automatically.
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Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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