Deal Management System

Deals Defined & Refined

A "Deal" is a fully compiled record of the who, what, when, where, and how [much] of each of your transactions. Our Inventory & Sales Management system makes structuring your "Deals" effortless with seamless access and data importing within one system.

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Deal Management System

Deal Management Key Features

What's Inside

Structure deals in seconds–Invoicing & Sales Management with your Dealer Technology Solutions (DTS) system places all of your deal's ingredients at your fingertips–allowing you to structure any deal in just a few clicks. Draft quotes, construct invoices, and populate forms in minutes instead of hours.

Inventory-to-CRM Linking

Quickly and easily connect any contact with any items in your inventory within your Deals framework.

Auto-Fill Forms & Documents

So long, redundant data entry. Form field mapping enables auto-populated sales paperwork, applications, and other necessary documents.

Secure Document Storage

Enjoy secure cloud-based storage for essential electronic documents–such as inspection reports, receipts, warranties, or signed agreements.

Advanced Deal Summaries

See complete breakdowns of every deal including revenue, total cost, gross profit, commissions, and much more.

Marketing & Sales Analyticsg

Use any filters to generate fine-tuned, detailed reports to examine the success of marketing efforts and sales initiatives.

Deal Notes

Easily document any notes about any transaction and store them with their respective deal–providing context and eliminating missed details.

Deal Management Tools

Deal Management, Simplified

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

CRM & Inventory Management Integration

CRM & Inventory Management Integration

Detailed Fields

Detailed Fields

Autopopulating Forms

Autopopulating Forms

Secure Storage

Secure Storage

Docusign Integration

Docusign Integration

Easily Acquire Completed and Signed Forms with DocuSign Integration

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 Dealer Technology Solutions system

Email any paperwork–completed or otherwise–to any contact within your DTS 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

Manage all deal-related paperwork and required signatures from one dashboard system.

Advanced Deal Management Features

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.

Inventory & Contacts Integration

Connect Inventory with Contacts

Start structuring a new deal in seconds by easily merging contact records with specific items in your inventory.

Detailed Sales & Profit Reports

Detailed Sales & Profit Reports

Leave the number crunching to our system–easily access comprehensive sales and profit analysis using existing data.

Easily Track Payments

Easily Track Payments

Accounting for down payments, deposits, and managing various payments is easy to implement in your Payments section.