See the whole floor at a glance.
Salespeople can find their deals. Managers can see where work is building up, what has stopped moving, and where help is needed.
Autopilot Deal Flow
Every deal should know where it's going.
Give the whole team a clear view of every live deal—from first write-up to final delivery—with the owner, next step, and anything holding it back easy to see.
No lost handoffs
One record from write-up to delivery.
Conversations, approvals, finance, preparation, and delivery all stay with the same deal—rather than a board, spreadsheet, inbox, and somebody's memory.
- 01
Written up
Capture the opportunity while the conversation is live.
- 02
Reviewed
Give managers the full picture and a clear decision.
- 03
In motion
Keep the next step, owner, and progress visible.
- 04
Delivered
Finish with the whole deal history in one place.
One record, two useful views
See what is moving. Open the detail when you need it.
Keep every detail close.
Open the sales log for the customer, vehicle, finance, timing, ownership, and completion details behind each deal.
Carry unfinished work forward.
Open deals do not disappear when the calendar turns. They stay visible until the team has genuinely moved or resolved them.
Your dealership's language
A pipeline that speaks your team's language.
Use the stages and progress terms your team already knows. Deals land in the right place automatically, while authorised people can move them when the real-world situation changes.
Dealer progressVehicle allocated
Maps toPreparing delivery
Team seesThe right live workload
Attention, not noise
See the deals that need action now.
Bring the right deals into focus and open the work immediately— without creating another notification list to clear.
Cold
No recent movement
Pending approval
A manager needs to decide
Sent back
Feedback needs a response
Unsigned
The record is not complete
Upcoming delivery
A deadline is approaching
From opportunity to delivery
One clear path from write-up to delivery.
Deal Flow brings the pipeline, sales log, approvals, ownership, and attention cues together around each deal. Everyone knows where the work stands and what needs to happen next.
Everyone works from the same deal.
The write-up, customer, vehicle, trade, pricing, salesperson, finance, and delivery details all stay together. The pipeline shows that same deal moving forward, so nobody has to reconcile a board with a separate record later.
The team can see both the deal's formal status and where the day-to-day work sits. Managers get an honest view of progress without losing the control needed around sold and delivered deals.
Make the pipeline match your dealership.
Set the stage names, order, and colours that make sense for each sales channel or department. Anything that has not been set up yet stays visible, so no deal falls through a gap.
Use familiar progress such as ordered, allocated, in transit, or at the preparation centre to place each deal in the right stage automatically.
Let routine movement happen automatically.
When the team updates a vehicle's progress, Autopilot can move the deal into the matching stage. If someone with access moves it deliberately, it stays where they put it.
Delivered deals finish in the right place, and each role sees only the deals and financial information they are allowed to see.
Move the work, then inspect the detail.
Use the pipeline to see where the work is now. Use the sales log to filter, sort, group, and review the facts behind every deal. Both views stay connected to the same information.
Open work from earlier months carries forward, while past reporting still shows what was outstanding at the time. Managers can act on today without losing an accurate view of yesterday.
Put the deals that need help at the top.
Bring cold deals, pending approvals, returned drafts, unsigned deliveries, missing VINs, and upcoming handovers into focus. The team sees a clear reason to act and can open the exact deal immediately.
Autopilot does not make the commercial decision. It makes sure the owner, history, progress, and unresolved work are visible when your team makes it.
Built for the whole floor
Stop asking where the deal is.
Give salespeople, managers, finance, and delivery the same clear view of what is moving, what is stuck, and who owns the next step.
See Autopilot in action