Sales Management
From sales proposal to handover.
One flow from first contact to handover, with no copying data between documents.
The problem
Quotes in Word, trade-ins on paper and handovers tracked from memory: every sale means retyping the same data.
What Sales Management does
- Quotes with accessories, services and discounts
- Trade-in valuation
- Finance simulations for illustration
- Online quote acceptance
- Contracts and handover checklists
- Long-term leasing
Quotes and trade-ins from Growth; finance, contracts, handovers and leasing from Pro.
What it looks like
See the module in action.
How it works
Three steps.
Prepare the quote
Vehicle, accessories, services, discounts and trade-in valuation in a single document.
Share
The customer receives a link to accept or decline the quote online.
Close and hand over
Contract, handover checklist and, with Pro, finance and leasing.
Other connected modules
Stock Management
Update a car once, and your website and connected channels all get the right data.
Discover →CRMAutomotive CRM
Always know where each deal stands and who is responsible for it.
Discover →MarketingMarketing Automation
Repetitive tasks kick in at the right moment, following rules you set and switch on.
Discover →Try DealerOrbit in your own dealership.
Sign up, import your vehicles and connect your website. If you prefer, we'll show you the platform using your own use cases.