Manage every detail of your equipment or parts inventory from anywhere.
Inventory Management
Cross-Platform Sync
Say goodbye to "double entry" & hello to "one and done" detail entry.
Sales History Tracking
Connect inventory items to contacts in just a few clicks.
Detailed Analytics
See your inventory and listing analytics with graphic visualizations.
Autofill Fields
Add item details to your inventory in a flash with auto-complete.
Team Notes
Keep your team on the same page with taks and more.
Intuitive Search
Find what you need in seconds — including item details, tags & more.
Easily track all correspondence across your dealership from any device.
Customer Relationship Management
Email Sync
Keep all contact correspondence at your fingertips with email integration.
Click-to-Contact
Call, email, or even text message contacts from within the system with a single click.
Timeline View
Get a comprehensive overview of customer interactions & engagement history.
Custom Tagging
Use custom tags for easy contact segmentation and list-building for campaigns, tasks & more.
Reminders & Tasks
Set up call-back reminders or assignments across your company to maximize sales opportunities.
Sales Tracking
See the full story of every sale, lead & deal with comprehensive sales tracking.
Quickly access the details you need to track performance and make informed dealer decisions.
Lead Management
Provisioned Numbers
Gauge the source of your leads & marketing initiatives with detailed reports.
Lead Reporting
See precisely how many phone calls or engagement can be attributed to specific marketing endeavors.
Email-Lead Import
Effortlessly import leads into your CRM, streamlining the process and saving you time.
Call Monitoring
Access recorded sales calls for quality assurance & sales coaching.
Contact Sync
List a contact's Lead activity from emails, phone calls, text messages & more automatically.
Lead Inbox
Keep all your leads organized & easily accessible in one easy-to-use dashboard.
Cut processing times down from hours to seconds. So long redudant data entry.
Deal Management
Auto-Populate Forms
Auto-populate sales paperwork, applications, and other necessary documents.
Lead-to-Deal Tracking
Quickly connect any contact, inventory item & more within your custom Deal frameworks.
DocuSign Integration
Manage all deal-related paperwork and required signatures from one dashboard system.
Marketing Analytics
Filter & generate detailed reports to examine the success of marketing efforts.
Secure Storage
Enjoy secure cloud-based storage for essential electronic documents, receipts & more.
Custom Deal Jackets
Easily create, store & track the progress of customized checklist templates for each of your deals.
Consolidate all your deals, contracts, quotes and invoices within a single, user-friendly dashboard, providing you with a comprehensive overview of your costs, revenue, and profits.
Easily structure deals with a few simple clicks. Automatically generate populated deal forms and documents, create quotes, generate invoices, and monitor the progress of each deal.
Quickly generate personalized deals, quotes, and invoices by following step-by-step guidance provided within our Deal Management System.
Quickly and easily connect any contact with any items in your inventory within your Deals framework.
Generate custom, pre-filled forms such as purchase agreements, contracts, state forms, warranty disclaimers, buyers guides, and others.
Securely store and back up documents or files that pertain to this deal, such as signed agreements, warranties, inspection reports, receipts, etc. in the cloud.
See complete breakdowns of every deal including revenue, total cost, gross profit, commissions, and more.
Apply various filters to create finely-tailored, in-depth reports for assessing the effectiveness of marketing efforts and sales initiatives.
Easily capture and store transaction-related notes, linking them with the corresponding deal to maintain context and preventing the oversight of crucial details.
Generate, customize, and manage checklists for deal jackets, outlining specific tasks to be completed for each deal, such as 'Obtaining State Tax Exemption Certificate,' 'Securing Power of Attorney,' 'Coordinating Shipping,' 'Uploading Final Documents,' and others.
Stay on top of all aspects of your deals from one intuitive system dashboard.
Structure deals by connecting contacts with inventory
Easily account for any complex details
Automate document completion with existing data
Store all documentation in one secure location
Pull up any detail from a past deal in seconds
The only thing worse than manually filling out paperwork is acquiring binding signatures for said documents. Now you can simplify both processes in Deals using Forms and Electronic Signatures functionality.
Automate form completion by importing existing data from your Dealership Drive system
Email any paperwork–completed or otherwise–to any contact within your Dealership Drive system
Integrate your DocuSign account with your Deals system to request binding electronic signatures on any paperwork
Track the status of any electronic signature requests in real-time within your Deals system
To truly create a system that is "for dealers, by dealers," input from dealerships just like you is our secret to creating intuitive and robust dealer management solutions specifically for the heavy equipment, commercial truck, and trailer industries.
Start structuring a new deal in seconds by easily merging contact records with specific items in your inventory.
Leave the number crunching to our system–easily access comprehensive sales and profit analysis using existing data.
Accounting for down payments, deposits, and managing various payments is easy to implement in your Payments section.
Leave no detail unaccounted for with detailed digital deal jacket checklists–a feature built into every system.