From first hello to signed paperwork, one record.

Leads, contacts, vehicles and deals live together, so the rep, the desk manager and the business office all work from the same story. The paperwork gets signed before the customer leaves.

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Included in every StackDrive plan

Maya Roy

Co-buyer: Alex RoyFinance

Vehicle · 2021 RAV4 XLE AWD: $28,995
Trade-in · 2018 Civic EX: −$14,200
Fees and taxes: $2,410
Amount financed: $17,205

Front gross: $1,860
Back gross: $1,320
Total gross: $3,180

Bill of sale · one e-signature request per signer2 requests signed

Maya RoySigned
Alex RoySigned

Illustrative data

What CRM & deal desk does

Lead sources and routing: Every lead has a required source. Leads your reps create belong to them, and website and chat leads round-robin to reps who opt in. When a lead goes quiet for 5 days, the assigned rep gets a re-engage task and a reminder.
AI lead scores and next steps: Each lead gets a score that updates as your team logs calls, texts and emails. Once a lead has some history, the AI adds a suggested next action.
One timeline per customer: Calls, texts, emails, visits and notes show on one timeline, with pinned notes and @mentions for your team, and the customer's leads and deals sit on the same record.
Deal desk: Finance, lease or cash deals with the trade-in, co-buyer, fees and front and back gross, plus one-click copy of a previous deal's terms.
Documents and e-signature: Write document templates once with deal fields like sale price, VIN and trade-in, generate a PDF for each deal (or upload your own PDF), and email each signer a private link to review and e-sign from their phone or computer.
No duplicate customers: Email and phone are checked when a contact is created, and duplicates can be merged when they slip in.

What it replaces

The separate tools this department usually pays for, and what they typically cost.

Dealer CRM & deskinge.g. VinSolutions, DealerSocket, Elead$1,000–$2,500/mo
E-signaturee.g. DocuSign, Adobe Acrobat Sign$50–$300/mo
Estimated monthly ranges for one rooftop from typical published pricing, not vendor quotes. See the full comparison

Questions about CRM & deal desk

Can we customize our pipeline and fields?

Pipeline stages are fixed (New through Won), but you can add your own label-and-value fields to any contact, define your own roles and permissions, and build automations with the visual workflow builder.

How is the AI lead score calculated?

It combines engagement (touches and customer replies), vehicle and budget fit, and buying stage with an AI assessment of the lead's recent activity. Once a lead has some history, it also comes with a suggested next action.

How do customers sign documents?

Each signer gets a private link by email and signs from their own phone, tablet or computer. Every signed document comes back as a PDF with a signing certificate.

Your dealership. Moving together.

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