Inventory ManagementSystem Features
Inventory ManagementDealer Tailored Tools
Inventory ManagementCross-Platform Sync
Inventory ManagementAdvanced Features
CRMSystem Features
CRMMultiplatform System
CRMMailchimp Integration New
CRMAdvanced Features
Link your contacts with Mailchimp, no more manually exporting and importing.
Lead ManagementSystem Features
Lead ManagementSupercharged Tools
Lead ManagementComprehensive Dashboard
Lead ManagementAdvanced Features
Deal ManagementSystem Features
Deal ManagementDeal Management Tools
Deal ManagementDocusign IntegrationNew
Deal ManagementDeal Jacket ChecklistsNew
Deal ManagementAdvanced Features
Leave no detaile unaccounted for with detailed digital deal jacket checklists-a feature built into every system.
Dealer WebsitesSystem Features
Dealer WebsitesSearch Engine Optimized
Dealer WebsitesCompetitive Advantage
Dealer WebsitesPortfolio
Social Media MarketingSolution Features
Social Media MarketingIndustry Expertise
Social Media MarketingAdvanced Features
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.
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.
Quickly and easily connect any contact with any items in your inventory within your Deals framework.
So long, redundant data entry. Form field mapping enables auto-populated sales paperwork, applications, and other necessary documents.
Enjoy secure cloud-based storage for essential electronic documents–such as inspection reports, receipts, warranties, or signed agreements.
See complete breakdowns of every deal including revenue, total cost, gross profit, commissions, and much more.
Use any filters to generate fine-tuned, detailed reports to examine the success of marketing efforts and sales initiatives.
Easily document any notes about any transaction and store them with their respective deal–providing context and eliminating missed details.
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 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.
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.