Feature Deep Dive

Every deal.
One view.
Real time.

Stop managing deals on whiteboards and spreadsheets nobody trusts. DealSync gives your entire team a live, shared deal board from the moment a car is sold to the moment it's delivered.

Book a Demo All Features

Deal Status Pipeline

●
Sold
Deal written
●
In Finance
F&I in progress
●
Delivered
Keys handed over
●
Dead
Deal fell through

What's Included

Built for the way
your floor actually works

Every piece of the deal tracking module was designed around real workflows from real automotive dealerships.

Live Status Updates

Move deals through the stages instantly. Every team member sees the change the moment it happens — no refresh needed.

Inline Editing

Click any field to edit it directly in the deal board. Change customer name, stock number, gross, or status without leaving the page.

Date Range Filters

Filter by this month, last month, year-to-date, or any custom range. Pull exactly the deals you need for any report or conversation.

Full Audit Trail

Every field change is logged with who changed it, when, and what it was before. Disputes resolved instantly. No more "I didn't change that."

Salesperson Assignment

Every deal is tied to a salesperson. Commissions, performance tracking, and leaderboard rankings all flow automatically from deal ownership.

Trade Linking

Attach a trade-in vehicle directly to any deal. Stock number, valuation, and trade status tracked alongside the deal — nothing falls through the cracks.

Deal Board

Your entire month's pipeline, one scroll away

The deal board shows every active and closed deal in a sortable, filterable table. Managers see the full picture — salespeople see their own — without any configuration.

  • Color-coded status badges: Sold, In Finance, Delivered, Dead
  • Click any cell to edit inline — no modal, no navigation
  • Deal count, gross totals, and delivered count auto-calculated at the top
  • Switch between this month, last month, YTD, or any custom range
DealSync deal board showing deals with status badges, gross amounts, and salesperson assignments

Deal Editing

Edit any field without leaving the board

Click to expand a deal row and edit customer info, vehicle details, gross, stock number, and status all from the same view. Changes save instantly and sync for everyone.

  • Edit customer name, vehicle, stock number, and gross directly
  • Attach or update trade-in vehicles from the same row
  • Every edit triggers an instant audit log entry
  • Permission-controlled — only managers and the assigned SP can edit
DealSync deal row expanded showing inline editing fields for customer, vehicle, gross, and status

Accountability

Know exactly what changed, who changed it, and when.

DealSync logs every field modification on every deal. Your managers always have the full picture — no gaps, no guesswork.

  • Before and after values for every change
  • User attribution — no anonymous edits
  • Timestamped to the second
  • Accessible from the deal record instantly
DealSync deal audit log showing field changes with user attribution and timestamps

See deal tracking live in your store

Book a 30-minute demo and we'll walk through deal tracking configured exactly for your rooftop.