CRM for Sales

• Capture and manage leads from your desk or on the go
• Automate follow-ups so no lead slips through the cracks
• Write polished texts faster with AI, in English or Spanish
• Present sales quotes and appraise trade-ins
• Track deals through your sales pipeline
• View each customer's full history

Deal Desking

• Structure deals with pricing, trade-ins, down payments, and terms
• Automatically calculate taxes and fees
• Run soft and hard credit pulls
• Submit deals to lenders electronically
• Print all required contracts
• Track deal profit and sales commissions

F&I Menu Selling

• Sell vehicle service contracts, GAP, and accessories
• Get real-time, vehicle-specific pricing from integrated providers
• Present customized menus with guided questions that recommend the right products
• Track F&I product sales and profit

DMV Tools

• Submit vehicle registrations and reports of sale electronically
• Automatically calculate DMV fees
• Ship plates and stickers directly to customers through partner integrations
• Save time and resources by eliminating trips to the DMV

CRM for Service

• Manage new vehicle intake, including arrival time, mileage, and condition
• Complete digital inspections
• Start and manage repair orders (ROs)
• Check for open recalls on every RO to keep customers safe and informed
• Request work authorization via e-signature
• Document repairs with photos and AI-polished notes
• Track labor hours and technician efficiency

Service Shop Solutions

• Create estimates, repair orders, parts orders, and returns
• Provide every customer with a portal link to track RO status and view inspections and videos
• Generate final invoices
• Take payments at the service counter or online through the portal
• Send satisfaction surveys after every visit
• Manage shop revenue and expenses

Inventory Management

• Manage vehicle and parts inventory
• Decode VINs to automatically fill in vehicle details
• Monitor reconditioning costs, aging inventory, and more
• Audit parts on hand and reorder based on typical usage

Vehicle Data and Appraisal Tools

• Add new vehicles to your inventory on the go with our mobile app
• Access current market pricing with guide book values
• Pull vehicle history reports from NMVTIS, AutoCheck, and CARFAX

Payments and Customer Portal

• Accept ACH and credit card payments with competitive processing fees
• Process payments in real time
• Set up customized and recurring payment plans
• Give customers 24/7 access to their accounts through an online payment portal

Bookkeeping and Accounting

• Post journal entries and manage the general ledger
• Track money received and paid with A/R and A/P
• Write checks, batch deposits, and reconcile bank accounts
• Collect and remit the correct sales tax for every state to stay audit-ready
• View balance sheets, income statements, and other financial reports

Flooring Management

• Track floor plans, dealer credit limits, and payment trends
• Manage advances, reserves, and interest
• Schedule curtailment payments and process payoffs
• Manage vehicle titles and dealer audits
• Let dealers request flooring and make payments online

Loan Origination System

• Receive applications as an RFC or import them from partner dealerships
• Automate scoring, verification, and decisions
• Upload documents and fund approved loans
• Purchase and import aged loan portfolios that fit your criteria

• Integrate your system with the industry's top vendors
• Send and receive data across sales, service, marketing, credit reporting, and more
• Strengthen partner relationships with fewer errors and less manual entry
• Increase efficiency to generate more business

Websites and Marketing

• Keep your website up to date with automatic DMS syncing
• Customize your site easily with our website manager
• Capture leads with a variety of built-in forms
• Advertise vehicle specials and showcase Google reviews
• Track SEO and site traffic with built-in analytics

Inventory Syndication

• Syndicate inventory to third-party sites and online marketplaces
• Post Craigslist ads in one click
• Keep every listing in sync with your inventory in real time

Documents and E-Signing

• Go paperless with e-contracts, e-forms, and built-in document scanning
• E-sign sales and service documents from any computer, mobile phone, or tablet
• Store every document securely in the cloud
• Scale up with unlimited storage options

Reporting and Compliance

• Automatically generate 1099 and 8300 forms, plus other helpful tax reports
• Run free OFAC checks and verify customer IDs
• Report payments to credit bureaus in Metro2 format
• Minimize risk with fully maintained audit trails and tools for state and federal compliance
• Build any report you need with our custom report builder

Customer Communication

• Remind customers of upcoming and past-due payments by text and email
• Accept payment authorizations with a one-word text reply
• Use custom messaging and saved templates to communicate with delinquent customers in bulk
• View real-time delinquency stats and at-risk balances by aging bucket

AI-Powered Collector for Auto Finance

• Target customers by due date and other custom criteria
• Answer payment questions instantly and accurately
• Automatically send invoice links, record promises to pay, and accept authorizations
• Track payments promised, dollars collected, and recurring payments set up

• Reach customers however they prefer: call, text, email, mail, or web chat
• Let customers sign and access documents anytime, anywhere
• Give customers self-service tools to make payments, track repairs, and more
• Build trust through greater transparency