← All solutions06 · From lead to sold.
Deals / CRM
Manage the complete customer and deal process in one connected record.
OutcomeProtect the handoff from first conversation to funded deal.
Purpose-built inside IDA
Deals / CRM, connected to the rest of the store.
Deals / CRM carries customer profiles, pipeline stages, credit applications, lender tracking, contracts, e-sign, co-buyers, deal history and sold reporting together.
IDA / Deals / CRM● LIVE WORKSPACE
Deal pipeline28 active opportunities
New18
Qualified12
Test drive8
Negotiation5
Sold3
SMSarah Mitchell2020 Jeep Wrangler · $28,490Next: send lender options →
What your team can do
Capabilities
- Deal pipeline
- Customer profiles
- Co-buyer / co-signer
- Credit applications
- Lender and APR tracking
- Deal structure
- Contracts and e-sign
- Deal history
- Sold reports
Seamless by design
Connected with
- Lenders / credit bureaus
- DealerTrack
- Communications
- Reporting & Analytics
Access that fits
Designed for
- Owner / Admin
- General Manager
- Sales Manager
- Salesperson
- BDC / Appointment Lead
- Accounting
Keep exploring
Next: Marketing
Connect acquisition, reactivation and dealership performance without losing the source.