Features / Deal File Management
Manage every deal as a complete, structured record
Give every vehicle sale a consistent home for its documents, status, notes, tasks and history. Staff can see what belongs to the deal; managers can see what still needs attention.
01
Structure that matches the deal
Configure Deal File types and required document categories around your dealership's sales process. Teams get a clear checklist without needing to memorise different paper file conventions.
02
Understand progress at a glance
Deal File status, received documents, required items, notes and tasks provide a shared operational picture. Real-time updates help colleagues work from current information when several people touch the same sale.
03
Preserve a usable history
Document revisions and activity remain connected to the Deal File, creating a more intelligible record for internal checks and follow-up. Permissions help ensure users work only with the dealerships and functions relevant to them.
04
Move from filing to management
A structured Deal File supports action as well as storage. Add workflow rules, notifications and reports to identify gaps earlier and make routine steps more consistent.
Explore Digital Deal FilesNext step
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