A sales channel run on trust and follow-up emails.
External sales partners were submitting leads and chasing their status by email, with commissions reconciled by hand. Onboarding a new dealer meant collecting documents and signatures across whatever channel was to hand.
One portal for the whole dealer lifecycle.
Leads and pipeline
Single and bulk lead submission that flows into the shared CRM and tracks through the project lifecycle, so a dealer can see what happened to what they sent.
Commissions
Flat-fee, percentage, tiered and custom commission tracking with adjustment requests and payout status, mirrored from the finance system rather than recalculated by hand.
Onboarding and verification
Checklist-driven onboarding with document collection and e-signature, so a new dealer is verified once and properly.
Notifications and digests
In-app and email notification plus daily, weekly and monthly digests, so nobody has to ask for a status update.
Want results like these?
Tell us what is slow, manual, or leaking. We will tell you what we would do about it.