Products
DealerTeam DMS
DealerTeam DMS Department Features Department Features
Department Features by App
SALES

SALES

Sales Lead Management
Lead Management

Seamless lead tracking, automate follow-ups, and boost conversions effortlessly
Inventory Merchandising
Inventory Merchandising

Optimize vehicle presentation with DealerTeam's comprehensive merchandising tools.
Sales Desking
Sales Desking

Structure deals instantly with real-time accuracy and integrated accounting.
Vehicle Delivery
Vehicle Delivery

Automated vehicle delivery process, ensuring a smooth transition from sale to customer handover.
Credit Apps
Credit Apps

Integrated credit reporting with 700 Credit, DealerTrack, and RouteOne integration.
Appraisals
Appraisals

Simplify and accelerate the process with digitized tools for quick and easy appraisals.
Department Features by App
SERVICE

SERVICE

Appointment Scheduling
Appointment Scheduling

Streamlined scheduling process reduces no-shows and ensures optimal utilization of service bays
Service History
Service History

Maintain a comprehensive history of all services performed on a vehicle, including dates, services rendered, and parts used.
Repair Order Management
Repair Order Management

Create, track, and manage work orders for vehicle servicing, including parts, labor, and additional services.
Integrated Parts Management
Integrated Parts Management 

Ensure that all necessary parts for a service job are available and reserved.
Real-Time Vehicle Status Updates
Real-Time Vehicle Status Updates

Enhances customer satisfaction by keeping them informed and reducing the need for follow-up calls. 
Service CRM
Service CRM 

Connect service records with CRM data, allowing a full view of customer history, preferences, and prior interactions.
Department Features by App
PARTS

PARTS

Inventory Management
Inventory Management

Track and manage parts inventory in real-time, including stock levels, reorder points, and part locations within the dealership.
Special Orders
Special Orders

Handle special order requests from customers for non-stock parts, with tracking from order to delivery.
Parts Ordering
Parts Ordering

Automated and manual ordering processes for restocking parts, including integration with supplier catalogs and pricing.
Vendor Management
Vendor Management

Maintain and manage relationships with parts suppliers, including tracking of orders, pricing agreements, and delivery schedules.
Parts Sales Management
Parts Sales Management

Manage parts sales directly from the app, including both counter sales and online orders. Supports pricing, discounts, and promotions.
Dynamic Pricing
Dynamic Pricing

Set and manage pricing for parts, including support for tiered pricing, promotions, and discount structures.
Department Features by App
ACCOUNTING

ACCOUNTING

Demand Checks
Demand Checks

Manage payments on demand for various expenses, such as supplier payments and customer refunds
Schedules (Accounting)
Schedules (Accounting)

Allow for more efficient management of complex accounting processes, such as month-end or year-end closing.
Accounts Payable and Receivable
Accounts Payable and Receivable

AP and AR modules automate payments, with AP tracking invoices and AR managing customer invoices, payments, and receipts.
General Ledger Accounting
General Ledger Accounting

The central repository for all financial transactions, capturing every financial activity within your dealership.
Journal Vouchers
Journal Vouchers

Import and process intricate financial entries using a predefined template, streamlining the entry process for complicated transactions 
Bank Reconciliation
Bank Reconciliation

Ensure accuracy in your financial records, reduce time spent on manual reconciliation, and helps prevent errors.
Department Features by App
Inventory App

INVENTORY

Fleet Management
Fleet Management

Manage your rental fleet efficiently with real-time tracking of vehicle availability, maintenance schedules, and rental rates.
Rental Rate Management
Rental Rate Management

Set and manage rental rates based on vehicle type, rental duration, and demand. Supports dynamic pricing strategies.
Reservations
Reservations

Handle customer reservations seamlessly, including online booking, phone, and walk-in requests.

Maintenance and Service Tracking
Maintenance and Service Tracking

Track vehicle maintenance and service needs, integrating with the Service App to schedule and complete necessary repairs.
Rental Agreements
Rental Agreements

Automatically generate rental agreements with custom templates, including terms, conditions, and customer-specific details.
Billing and Invoicing
Billing and Invoicing

Automate the billing process including hourly, daily, or weekly rates, and additional charges for fuel, damage, or late returns.
Department Features by App
Rentals App

RENTALS

Optimized Vehicle Presentation
Optimized Vehicle Presentation 

DealerTeam simplifies the management and display of high-quality vehicle images, enhancing online customer engagement.
Integrated Stock Management
Integrated Stock Management

Streamline vehicle stock management with dealership operations, ensuring accurate inventory levels for better forecasting and less overstocking.
Multi-Channel Sales Integration
Multi-Channel Sales Integration

DealerTeam allows automatic syndication of vehicles to online marketplaces, including the dealership's website.
Vehicle Up-Fitting
Vehicle Up-Fitting

Manage vehicle up-fitting processes, from custom accessories to modifications, ensuring alignment with customer needs.
Enhanced Inventory Management
Enhanced Inventory Management

DealerTeam simplifies vehicle stock transfers between dealers and enables efficient Outbound File Transfer (OFT) for accurate data exchange.
Equipment Sales
Equipment Sales

DealerTeam offers integrated tools to track all sales of vehicles and equipment in one system, enhancing operations and customer service.
Dashboards & Reporting Dashboards & Reporting

Comprehensive Analytics and Reporting

Real-Time Data Insights
Real-Time Data Insights

Gain instant access to actionable insights with dynamic and live dashboards.
Customizable Reports
Customizable Reports

Tailor reports to specific business needs for in-depth analysis and decision-making.
Interactive Visualizations
Interactive Visualizations

Use advanced charts and graphs for a clear and intuitive data interpretation.
Automated Reporting
Automated Reporting

Save time with scheduled, automated report generation and distribution.
Cross-Department Analytics
Cross-Department Analytics

Integrate data from sales, service, and inventory for holistic performance tracking.
Mobile Accessibility
Mobile Accessibility

Access dashboards and reports on the go through mobile-friendly platforms.
Integrations & Add-ons Integrations & Add-ons

Integrations that Seamlessly Connect

Sales Cloud Integration
Sales Cloud Integration

DealerTeam is built on the Salesforce platform, which allows for native integration with all Salesforce features and tools.
Custom API Integrations
Custom API Integrations

DealerTeam offers flexible API options that allow dealerships to build custom integrations tailored to their specific needs.
Data Sync and Integration
Data Sync and Integration

Seamlessly sync data across systems to maintain accuracy and consistency.
Marketing Automation Tools
Marketing Automation Tools 

DealerTeam allows dealerships to automate email campaigns, track customer engagement, and nurture leads through targeted marketing efforts
Law Forms and E-Signature Solutions
Law Forms and E-Signature Solutions

DealerTeam supports integration with document management and e-signature solutions like DocuSign and Adobe Sign.
Payment Processing Integration
Payment Processing Integration

Integrate with various payment gateways to facilitate secure and efficient payment processing.

Automations Automations

Automations to Streamline your Processes

1_Workflow Automation
Workflow Automation

Streamline repetitive tasks with automated workflows across departments.
2_Triggered Notifications
Triggered Notifications

Ensure timely updates with automatic alerts based on key events or conditions.
3_Task Assignments
Task Assignments

Automatically delegate tasks to team members based on predefined rules and priorities.
4_Customer Journey Automation
Customer Journey Automation

Enhance engagement with personalized, automated customer communication sequences.
5_Approval Processes
Approval Processes

Simplify decision-making with automated, multi-step approval workflows.
6_Marketing Automation Tools
Marketing Automation Tools

DealerTeam allows dealerships to automate email campaigns, track customer engagement, and nurture leads through targeted marketing efforts.
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Solutions
DealerTeam Solutions
Industry Solutions Industry Solutions
Integrated DMS for New & Independent
AUTOMOTIVE

AUTOMOTIVE

Vehicle Management
Vehicle Management

Real-time vehicle tracking and lot organization.
Worldclass CRM
Worldclass CRM

Robust CRM tools for sales and service processes.
Service Insights
Service Insights

Comprehensive service history and customer profile integration.
Service Scheduling
Service Scheduling

Streamlined repair order creation and appointment booking.
Parts Inventory
Parts Inventory

Real-time management of parts inventory and stock levels.
Analytics & Reporting
Analytics & Reporting

Performance tracking with actionable insights.
Custom Solutions for Manufacturers
MOBILITY

MOBILITY

Customer Focus
Customer Focus

Tools for needs assessment and engagement.
Manufacturer Partnerships
Manufacturer Partnerships

Direct integration with Braun and VMI.
Order Tracking
Order Tracking

End-to-end visibility of custom orders and deliveries.
Customization Tools
Customization Tools

Support for unique builds and specialized modifications.
Service Documentation
Service Documentation

Comprehensive history tracking for vehicles and modifications.
Streamlined Communication
Streamlined Communication

Efficient coordination between manufacturers and clients.
Integrated Tools for Heavy Truck Operations
HEAVY TRUCK

HEAVY TRUCK

Inventory Availability
Inventory Availability

Real-time access to parts and vehicle stock.
Fleet Management
Fleet Management

Tools designed for large-scale heavy truck operations.
Dynamic Pricing_B
Dynamic Pricing

Automated adjustments for parts and services.
Service Tracking
Service Tracking

Comprehensive records for repairs and maintenance.
Billing Efficiency
Billing Efficiency

Streamlined invoicing and payment processing.
Proactive Scheduling
Proactive Scheduling

Maintenance alerts to optimize fleet uptime.
Deliver Exceptional Customer Experience
RV & REC SPORTS

RV & REC SPORTS

Sales Automation
Sales Automation

Tools to streamline the sales pipeline process.
Personalized CRM
Personalized CRM

Retention-focused tools to strengthen customer relationships.
Marketing Tools
Marketing Tools

Campaign creation and customer outreach tools.
Service Tracking
Service Tracking

Monitoring and managing RV maintenance schedules.
Inventory Insights
Inventory Insights

High-value inventory management tailored for RVs.
Performance Analytics
Performance Analytics

Reports to track sales and service effectiveness.
Comprehensive Solutions for Large Fleets
BUS

BUS

Fleet Management_B
Fleet Management

Real-time control of large inventories.
Service History_B
Service History

Detailed records for ongoing maintenance needs.
Parts Availability
Parts Availability

Tools to track and manage real-time parts stock.
Chassis & Conversion
Chassis & Conversion

Features to handle specialized configurations.
Preventive Maintenance
Preventive Maintenance

Automated scheduling for service and repairs.
Customer Tools
Customer Tools

Sales and leasing tools tailored to client requirements.
Unified Sales and Service Management
TRAILER

TRAILER

Lifecycle Tracking
Lifecycle Tracking

Tools to monitor asset usage and performance.
Inventory Control
Inventory Control

Real-time tracking of trailer stock and parts.
Maintenance Alerts
Maintenance Alerts

Proactive notifications for servicing needs.
Performance Reporting
Performance Reporting

Analytics to monitor leasing and service outcomes.
Lease Customization
Lease Customization

Flexible options for leasing and sales agreements.
Automated Billing
Automated Billing

Simplified invoicing for sales and services.
Our Infrastructure DMS Platform

Platform Solutions for Enterprise

Unified Platform
Unified Platform

Streamlines sales, service, parts, and accounting on a single Salesforce-based system.
Scalable & Flexible
Scalable & Flexible

Tailored solutions for dealerships of any size, from single to multi-location enterprises.
Integrated Ecosystem
Integrated Ecosystem

Combines CRM, sales, service, and inventory management in a single, unified platform.
Customizable and Flexible
Customizable and Flexible

Tailor workflows, layouts, and reports to fit the unique needs of your dealership.
Secure & Compliant
Secure & Compliant

Enterprise-grade security and regulatory compliance built into every feature.
Third-Party App Integration
Third-Party App Integration

Connect with external tools and apps for enhanced functionality and operational efficiency.
Onboarding Onboarding

Key Onboarding Services

Data Migration
Data Migration

Smoothly transition your data, including forms, taxes, fees, and vehicle synchronization.
3rd-Party Integrations
3rd-Party Integrations

Seamlessly connect DealerTeam to your preferred tools and platforms.
Accounting Setup
Accounting Setup

Align your financial processes, systems, and reporting.
System Configuration
System Configuration

Customize the platform to suit your unique business processes.
User Training
User Training

Equip your team with the knowledge they need through a structured Learning Management System (LMS).
Business Optimization
Business Optimization

Map and refine workflows for maximum efficiency.
Success Plans Success Plans 

Your Success Starts Here

Success Community
Success Community

Online resources publicly available including self-help articles and video library.
Premium Success
Premium Success 

Increase your productivity with access to a success manager and support cases whenever you need help.
Developer Success
Developer Success

All the Premium Success features for limited named users
Premium Plus
Premium Plus

Reach your goals faster with unlimited access to DealerTeam admin services and product support. 

Custom Development Custom Development 

Custom Solutions for your Industry

Custom Integrations
Custom Integrations

Extending the DealerTeam platform with custom features, workflows, and integrations tailored to your industry.
System Architecture
System Architecture

Seamlessly connect DealerTeam to your preferred tools and platforms.
Advanced Implementation
Advanced Implementation

Ensuring a smooth transition with step-by-step guidance, data migration, and system configuration.
Business Flows
Business Flows

Automate your complex business processes to ensure the right actions are happening at the right time.
Ongoing Innovation
Ongoing Innovation

Providing continuous improvements, updates, and training to keep your system ahead of industry demands.
Apex Triggers
Apex Triggers

Create new records, update related records, and send notifications before or after a record updates in DealerTeam. 
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Resources
Resources
About About

Get to Know DealerTeam

ABOUT US

ABOUT US

DealerTeam is a software company focused on creating a better DMS. Our Dealer Platform is built native on Salesforce®, providing industry access to the world leader in enterprise cloud solutions.
JOIN OUR TEAM

JOIN OUR TEAM

We ask our people to bring their best efforts everyday so that we can work together to innovate, solve problems and serve our customers. We believe in Truth, Trust and Excellence.
Blog Blog

Discover Insights That Drive Success

Stay informed with expert advice, industry trends, and actionable tips for transforming dealership operations. From sales strategies to service innovations, we cover it all to help you grow your business.

How a Proactive DMS Can Transform Your Dealership
How a Proactive DMS Can Transform Your Dealership
Summary:Dealerships often waste time reacting to avoidable problems, creating “fire drills” that disrupt productivity and frustrate employees. A...
Seamless Payments in DealerTeam with PayJunction
Seamless Payments in DealerTeam with PayJunction
In a world where your customers can tap to pay for a coffee in seconds, your dealership shouldn’t be stuck reconciling credit card receipts and...
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Find Answers to Your Questions

Get in Touch

Get in Touch

Connect with our Team to elevate your performance. When you need assistance, have questions, or want to explore innovative solutions, we can help you achieve your goals.
Success Community (2)

Success Community

Share best practices and stay ahead with the latest updates. Access our community for exclusive release notes, product documentation, and actionable case management.
Product Demo Videos

Product Demo Videos

Subscribe to our YouTube channel and see DealerTeam in action. From step-by-step demonstrations to deep dives into key features, our videos provide useful product insights. 
System Status

System Status

Stay up-to-date with the performance of DealerTeam systems. Our real-time monitoring ensures transparency, reliability, and immediate updates on system status.
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Dealer Technology Blog

The Customer Focus Effect

DealerTeam is serious about customer success. We know what modern consumers have come to expect...
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