Deal operations for modern dealerships

Every handoff. Accountable.

One live pipeline from signed paperwork to delivery, built for the entire dealership team.

See your dealership workflow in a focused 15-minute walkthrough.

24Deals

9Delivered · 38%

$58.2kGross

15In progress

DealPipelineAlertGross

2024 Toyota CamryMarcus Reed · jsmithDelivered$2,850

2023 Chevrolet SilveradoGreg Hoffman · jsmith6d · Registration$3,050

2024 Subaru OutbackLena Park · mjones4d · Inspection$2,600

Try it: change a deal’s pipeline stage or open Reports.

Built around the full dealership handoff

10-stage: delivery workflow
Role-aware: field visibility
Database: tenant isolation
Mobile-first: lot updates

The operating layer after the sale

Track every delivery handoff.

One current answer for sales, operations, and leadership, with each role focused on the decisions it owns.

Example workspace

Find the deals that need intervention.

Search the rooftop by owner, customer, stage, or age without opening every deal.

Greg Hoffman2023 Chevrolet SilveradoRegistration6 days · J. SmithView

Lena Park2024 Subaru OutbackInspection4 days · M. JonesView

Marcus Reed2024 Toyota CamryDeliveredCompleted todayView

One record

The deal, owner, stage, age, and next action stay together from signature through delivery.

Clear ownership

Department queues make responsibility visible without burying the floor in another generic CRM.

Focused access

Sales sees its pipeline, managers see the rooftop, and operations sees only the work it needs.

Dealership team reviewing the delivery pipeline near the vehicle handoff area

Built for the floorFast to read. Clear to own.

A calmer operating rhythm

Adopt it without slowing the floor.

Capture the signed deal once, route work by department, and surface delays before a customer has to ask.

01
Capture the deal
Add the customer, vehicle, owner, and pipeline month in one focused flow.
02
Coordinate the handoff
Each department gets a clear queue while managers retain the complete operating view.
03
Clear the bottleneck
Age and stage signals show where to intervene before delivery momentum is lost.

Enterprise foundations

Accountability without oversharing.

Dealership boundaries and role access live in the data layer, with gross available only to Sales and Finance.

Discuss your requirements

Tenant isolation: Postgres row-level security scopes dealership data at the database.
Role visibility: Registration, detail, and porter users cannot view gross.
Audited changes: Protected mutations record who changed the deal and when.
Secure access: Invitation-based onboarding, password access, and Google sign-in support controlled access.

A measured rollout

Start with one rooftop. Expand when it works.

Configure the workflow around your team, import active deals, and agree on the operating signals that define a successful pilot.

Guided pilot

One rooftop. Real workflow.

See Dealtraq against the work your team handles today, then make the rollout decision with evidence.

Book a demo

Adoption

Active use across the invited team

Delivery cycle

Time from signed deal to delivery

Deal aging

Work sitting beyond your threshold

Data quality

Complete and current operating fields

See the fit

Bring your real pipeline.

We’ll map Dealtraq to one rooftop and show where it can remove delivery friction.

A focused 15-minute walkthrough