The platform

Everything a used-car store does, in one system.

Eight surfaces, one customer record, one deal, one audit trail. This is the full inventory of what ships today — not a roadmap.

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Sales & CRM

Catch every lead, and actually follow up

Leads land with their source attached, route to the right rep, and stay on somebody's list until they're closed. Appointments, birthday and service reminders, and drip campaigns run without anyone remembering to run them.

Lead capture with source and vehicle-of-interest attribution
Appointments with calendar invites in the dealership's own timezone
Automatic reminders for birthdays, service intervals, and registration
Drip campaigns and templates that stop the moment a customer replies
Quotes a customer can accept, which convert straight into a deal

In sales & CRM

Lead capture with source attribution and vehicle of interest
Lead routing and assignment by rule
Untouched-lead surfacing so nothing sits unworked
Customer records with deduplication and merge
Consent capture stored verbatim with its purpose
Encrypted driver's licence capture
Address autocomplete with structured storage
Phone numbers normalised to E.164 at entry
Appointments with calendar invites and ICS delivery
Scheduling in the dealership's own IANA timezone
Birthday, service-interval, and registration reminders
Drip campaigns that stop when a customer replies
Message templates for email and SMS
Quotes a customer can accept or decline online
Quote-to-deal conversion with the worksheet intact
AI-assisted drafting for follow-up messages

Deal desk & F&I

Desk cash, finance, and lease on the same screen

Structure the deal, value the trade, load protection products, and see the customer's payment move as you work. Tax is calculated live for the jurisdiction the deal is actually in — all 51 US states and DC, all 13 Canadian provinces and territories.

Cash, finance, and lease structures with live payment math
Trade appraisal, lien payout, and private-sale tax exemptions
Protection products and add-ons from your own product directory
Rate markup and discount approvals, each with an audit entry
Lender program guides and contract packs built from the deal

On the deal desk

Cash, finance, and lease structures side by side
Live payment math as terms change
Tax resolved for 64 US and Canadian jurisdictions
Tenant-level tax configuration per rooftop
Trade appraisal with condition and reconditioning notes
Lien payout handling on the trade
Private-sale purchase flow with encrypted seller identification
Private-purchase tax exemption handling
Wholesale deals with their own bill of sale
Protection products and add-ons from your product directory
Lender program guides for rate and term lookup
Rate markup with permissioned override and audit entry
Discount and credit approvals routed to a manager
Deal presets so a common structure is one click
Deal-stage pipeline through delivered and funded
Deal corrections that keep the original record intact
Deal jacket assembling every document in one place

Documents & e-signature

The paperwork writes itself, then gets signed

Twenty-five document families — bills of sale, buyers guides, odometer statements, damage and prior-registration disclosures, window stickers, lender packs — render from the deal in English, French, or both, then go out for signature.

Bilingual and French-first rendering for Québec rooftops
Signing envelopes with access codes, decline reasons, and reminders
Every view, keystroke, IP, and device recorded on the envelope
Signed documents filed to the deal jacket automatically
Your own forms uploaded and mapped alongside the built-in set

In documents & e-signature

Retail and wholesale bills of sale
Purchase bills of sale for buying from the public
Buyers guides
Odometer statements
Damage and prior-registration disclosures
Window stickers
Trade appraisal and trade disclosure forms
Retail finance contracts and finance addenda
Cosigner notices and dealer reserve disclosures
Power of attorney and floorplan acceptance
Privacy disclosures and consent forms
Service estimates, invoices, and credit notes
Quote worksheets and billing receipts
Bilingual and French-first rendering per jurisdiction
Your own forms uploaded and field-mapped
Signing envelopes with per-signer access codes
Decline reasons surfaced back to the dealer
Full signature audit trail with IP and device
Signed copies filed to the deal automatically

Inventory & syndication

Know what a unit costs and where it's listed

Stock in a vehicle once and carry it all the way through: recon and cost, photos, damage disclosure, window sticker, and scheduled pushes to every channel you list on — with a health check that tells you when a feed stops accepting them.

True cost per unit — purchase, recon, floorplan, and transport
Damage and disclosure capture that flows onto the bill of sale
Scheduled channel pushes with per-channel delivery health
Factory and allocation orders tracked from build to delivery
Vendor invoices and accounts payable against the stock number

In inventory

Stock intake with VIN decode
Photo management and ordering
Recon tracking with internal work orders
True cost per unit — purchase, recon, floorplan, transport
Damage recording that flows onto customer documents
Disclosure catalog driven by jurisdiction
Window sticker and buyers guide generation
Listing channels with per-channel credentials
Scheduled pushes on a cron you control
Per-channel delivery health and failure alerting
Factory and allocation orders tracked to delivery
Vendor records and accounts payable
Vendor invoices matched to the stock number
Inventory ageing and turn reporting

Service & fixed ops

Estimates a customer approves by signature

Book the appointment, build the estimate, and send it to the customer to sign before a wrench moves. Approvals, work orders, parts, invoices, and credit notes stay attached to the vehicle and the customer who owns it.

Appointment scheduling against real bay capacity
Estimates sent for signed customer authorisation
Work orders, parts, labour, invoices, and credit notes
Inspections recorded against the VIN, not a clipboard
Recon work billed internally to the stock number

In service

Appointment booking against bay capacity
Repair estimates built from parts and labour
Estimates sent to the customer for signed authorisation
Signed approval recorded before work begins
Work orders with technician assignment
Parts and labour lines with pricing
Service invoices and credit notes
Vehicle inspections recorded against the VIN
Internal recon billed to the stock number
Service history attached to the customer and vehicle

Dealer network

Move wholesale units without leaving the system

Publish a rooftop profile, list units to other dealers on the network, and run live auctions with real-time bidding. Offers, messages, and settlement all stay inside the same audited system that ran the retail deal.

Dealer directory and published rooftop profiles
Wholesale listings visible only to verified dealers
Live auctions with real-time bidding and watchers
Offers, counters, and messaging attached to the listing
Settlement and wholesale bills of sale on the same document engine

Reporting

The numbers, without an export

Front and back gross, units, inventory age, tax remittance, and demand — computed from the same records the store works in, so the report and the deal can never disagree.

Sales and profit by rep, by month, front and back
Inventory ageing and turn by stock number
Tax remittance totals by jurisdiction, ready to file
Demand reporting on what shoppers are actually asking for
Group-wide roll-ups across every rooftop you run

In reporting

Dashboard with pipeline, gross, and unit counts
Pending, delivered, and funded gross by stage
Sales reporting by rep and by month
Front and back profit breakdown
Inventory ageing and days-in-stock
Tax remittance totals by jurisdiction
Demand reporting on shopper interest
Appointment funnel and lead-response metrics
Group-wide roll-ups across rooftops
Audit exports for regulators and lenders

Roles & operations

Precise about who can see what

Sixteen role templates and over 160 individual permissions, instantiated per dealership at onboarding. A salesperson sees their own deals; a compliance officer sees the audit; nobody sees another rooftop's customers unless you say so.

16 role templates — salesperson to compliance officer — you can edit
160+ permissions, right down to rate override and cost visibility
Multi-rooftop groups with group-wide roles and dashboards
Staff invitations, offboarding, and access revocation
A help desk inside the product, threaded to our support team

In roles & operations

16 role templates instantiated per dealership
160+ discrete permissions in a shared catalog
Custom roles built from the same permission set
Staff invitations and first-login binding
Access revocation when an employee departs
Two-factor enrolment with backup codes
Organisation-wide two-factor enforcement switch
Multi-rooftop groups with group-level roles
Compliance desk for red-flag review
OFAC screening history and list-freshness health
Audit log search and export
In-product help desk threaded to our support team
Product roadmap visible to your team
Customer share portal for documents and updates

Foundations

The parts you only notice when they're missing

These aren't features on a comparison chart. They're the decisions that determine whether the software is still trustworthy in year three.

Money always carries currency

Every amount is integer cents plus an explicit currency. No floating-point drift, no ambiguous 'dollars' when a group runs both sides of the border.

Jurisdictions, not states

ISO-3166-2 codes everywhere — US-NY, CA-ON, CA-QC. The two-letter state field is the bug that shows up the day you sell into another country.

Isolation by database policy

Row-level security is written per command, so a soft-deleted row can't slip through a blanket rule and an application bug can't become a data breach.

The audit log can't be rewritten

UPDATE, DELETE, and TRUNCATE are revoked at the database. Entries are hash-chained and sealed daily; verification says where a chain broke.

Bilingual from the first template

French isn't a translation layer added later — the French document templates are first-class, which is the only way Bill 96 actually works.

Timezone belongs to the rooftop

Appointments, reminders, and scheduled jobs run in the dealership's own IANA timezone rather than the server's.