Other CRMs aren't built for the way you work
The auto industry runs on a specialized workflow that other CRMs don't understand. Here, every field, feature, and flow is tailored to how deals actually move. So you can focus on closing sales, not managing systems.
Track every deal, from hello to handoff
Build and
attach quotes
Create a new quote with xDeskPro right inside the CRM, or attach one you’ve already built. You can save multiple quotes within the same deal.
Let tasks check themselves off
Tasks auto-populate based on typical deal flows and check off automatically as you complete actions in the CRM. You can also customize the list to fit your own workflow.
Track every step
See every update, change, and action taken throughout the deal as well as who made it. So you always have a clear record of what happened, and when.
Control every number
Once a quote is accepted, every figure populates automatically: what’s owed, what’s earned, what’s left over. Tweak anything, and your profit, commission, and expenses adjust instantly.
Organize your docs
Upload and organize all deal-related documents in one place. Set up custom fields so there’s a spot for everything you need.
Log trade-ins
and returns
Log and store all trade-in or lease return details. Everything is recorded, tracked, and organized for easy reference.
Save private notes
Keep track of key details with private notes that stay attached to the deal, just for your reference.
Pre-qualify clients
Run soft credit pulls, authenticate ID, and pre-qualify clients. Quote based on verified credit data and protect your deals from fraud before they start.
Your financial HQ, built right in
Profit & expense tracking
Get a clear picture of your profit, expenses, commissions, and CODs, so you always know where your money is going.
Customizable reports
Filter your financials by date, salesperson, product type, or any other metric to understand exactly what’s driving your business.
Invoicing and payments
Send invoices and collect payments right from the CRM, without switching tools or losing track of a single transaction.
Stay on top
of client relationships
Know when to reach out
Get notified when a lease is ending or a birthday’s coming up, so you can reach out at just the right time and keep every relationship warm.
Automate emails that sound like you
Set up emails to send automatically at key milestones. You choose the tone, personalize the message with names or links, and the CRM takes care of the rest.
Make your CRM work
the way you do
Choose your view
Switch between grid or list view to see deals the way that works best for you.
Label your deals
Use custom tags to easily filter and focus on what matters.
Save your favorite setup
Lock in your preferred settings so the
CRM always opens exactly how you left it.
Control what you see
Show, hide, or reorder tabs to match
your workflow.
Set team visibility rules
Choose whether other salespeople can
see your deals.
Automate your follow-ups
Set custom intervals for follow-up tasks, so your to-dos show up when you need them.
Switching over is easier than you think
We make it simple to bring your data with you. Import your contacts and deals with just a few clicks and pick up from where you left off.
Try today for Free
Less busy work, more business
See how much simpler your workflow can be with one place to track, manage, and move deals forward
Try today for FREE