Deals
Track every deal from inquiry to sold
Automo Soft lets you track every sales deal in progress — linking the customer, the vehicle, pricing, trade-in details, and deal status in one place. Never lose track of where any deal stands.
Key capabilities
Complete deal records
Each deal record links the buyer, the vehicle, the selling price, any trade-in involved, and deal status — all the information you need to manage and close the transaction.
Customer-linked deals
Every deal is linked to a customer record. See a buyer's full history — past purchases, previous inquiries, and current deals — in one customer profile.
Profit calculation
Record acquisition cost, selling price, and associated fees. The system calculates your gross profit on each deal — giving you real-time visibility into your margins.
Deal status tracking
Move deals through stages: negotiating, deposit taken, paperwork, funded, or closed. Every deal's stage is visible at a glance on your deals dashboard.
Sales reporting
Aggregate your closed deals into sales reports — volume, revenue, average profit, and trends over time. See how your business is performing month to month.
See your entire deal pipeline at once
A busy dealer might have 5 to 15 deals in various stages at any given time — some negotiating, some waiting on financing approval, some in paperwork. Without a system, this lives in your head and on sticky notes. Things get missed.
Automo Soft's deal management feature gives you a clear view of every active deal. At a glance, you can see what stage each deal is at, who the buyer is, what vehicle it involves, and what the margin looks like. Nothing falls through the cracks.
When a deal closes, the vehicle is automatically marked as sold in your inventory and removed from your listings. Your profit is recorded automatically. The customer record is updated. One action closes out the entire deal chain.
Who is this for?
For dealers managing multiple concurrent deals who need visibility across their entire sales pipeline and accurate margin tracking.
Frequently asked questions
Can I track deals that involve financing?
Yes. Deal records can include financing details — lender, approved rate, term, and monthly payment — alongside the vehicle and customer information.
Is there a limit on how many open deals I can track?
No. You can have as many concurrent open deals as your business requires — all visible in your deals dashboard.
When I mark a deal as closed, what happens to the vehicle?
When a deal is closed, the linked vehicle is automatically marked as sold in your inventory and removed from your active listings on your website and connected listing feeds.
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