Deals · the lightweight CRM
A deal board that fills itself.
The lightweight CRM for car dealerships that are done babysitting a heavyweight one. Deals open themselves when leads arrive, advance when customers actually reply, and land in your sold reporting the moment you drop one on Won.
7 plain-English stages $ rolled up on every column 0 data entry to start
THE REAL DEAL BOARD, RENDERED ON A DEMO STORE. A REPLY ADVANCES A DEAL, THE REP OPENS ONE TO TEXT AND CALL, MOVES IT UP THE PHASES, AND DROPS A QUOTED DEAL ON WON FOR THE CONFETTI.
The board fills itself in.
Every new lead opens its own deal the moment it arrives. No import wizard, no data entry, no “adoption initiative.” And there’s deliberately no New column: when the store answers in seconds, “uncontacted” is a lie, so deals are born Working.
Turning it on is a toggle and one Backfill click that seeds the board from the leads you already have. Stores that want less can flip to manual-only and create deals by hand.
It moves on real behavior, not busywork.
A customer reply advances the deal. A confirmed booking sets the appointment stage. Only a human can call a deal Lost, and only the system can expire one. The state machine is enforced on the server, so the board always tells the truth.
And losing a deal never buries the customer: the lead parks at Cold, keeps its whole conversation thread, and any re-engagement reopens the pursuit.
A real deal object. None of the bloat.
The numbers that close
Est. value, cash, finance, or lease, the monthly payment they need to hit, and their needs-by date. All optional, none buried.
Real units, not free text
Type a few letters and attach an in-stock vehicle with stock number, VIN, price, and photo, straight from your live inventory feed.
The whole trade story
Each trade-in carries year, make, model, mileage, remaining payoff, and estimated allowance. The card badges the trade count.
Files on the deal
License, credit app, trade photos: a deal can carry its paperwork, dropped straight on, so the desk can pull it all as one zip.
Talk about the deal on the deal
@mention a teammate in a deal note and it lands in their Mentions inbox with threaded replies. Never visible to the customer.
One drawer everywhere
Click a card on the board or in the conversation panel and the same editor opens: phase stepper, terms, vehicles, files, notes, audit.
The inbox is the CRM. The board just shows it.
While you’re texting a customer, their open deals sit right in the conversation panel. Every card carries one-tap call and open-thread buttons, so the built-in soft phone and the team inbox are the same system as the pipeline. One customer, one thread, many deals over the years.
The Monday meeting
Numbers a desk manager can run the floor on.
Stage funnel with dollars, a weighted forecast, win rate, average days to win, and aging with stale-deal flags. Plus the two close rates managers actually argue about, separated honestly: how many deals reach an appointment, and how many of those sell.
Because a board win and an inbox “mark sold” are the same event, the pipeline, the dashboard widget, and the sold report can never disagree.
Lightweight is a feature. Here’s what we left out.
A setup project
One toggle per store, one Backfill click, and the board seeds itself from the leads you already have.
A permission matrix
Reps see their deals, managers see the store. That's the whole model.
A 'New' column
Uncontacted columns are a lie when the store answers in seconds. Deals are born Working.
Double bookkeeping
Dropping a deal on Won IS marking the lead sold. The board and your sold reporting can never disagree.
Vestigial tabs
No service department? A sales-only store can switch service deals off, and the tab disappears. The tool shrinks to fit.
Per-seat pricing
Store-level pricing, month to month. See the numbers on the pricing page.
THE WHOLE FEATURE IS PER-STORE OPT-IN: A STORE THAT DOESN’T WANT A PIPELINE NEVER SEES ONE. AND WHEN CARLY’S AUTO-SPAWN ENGINE OPENS COMEBACK DEALS, IT RUNS IN SHADOW MODE FIRST, LOGGING WHAT IT WOULD DO SO YOU CAN AUDIT ITS JUDGMENT BEFORE IT ACTS.
See the board fill itself on a live demo store.
Thirty minutes on your kind of leads, and the pipeline your reps will actually keep.