Challenge
What was slowing the business down?
Each deal's payments, dealer checks, payouts and commissions were tracked in spreadsheets outside the CRM. Closing a deal cleanly meant chasing numbers across several files.
Automotive
Deal Management Portal for an Auto Brokerage
A deal ledger inside the CRM that tracks settlement, documents and commissions for every vehicle deal.
Solution
What we built or automated
- Portal launched from the CRM sidebar with secure single sign-on
- Settlement ledger for customer cash, dealer checks (including partial payments), and payouts to dealers, drivers and staff
- Close & Lock rule that only allows a deal to close when nothing is owed and every line is paid
- Document uploads with types, renaming and tracked sending
- Commission view showing owed, paid and unpaid amounts, installable across locations as a marketplace app
Outcomes
Business impact
- Every deal's money is tracked in one ledger next to the CRM record
- Deals cannot be closed with money still outstanding
- Commissions are visible and consistent across the team
Tools
Tech stack
The deal ledger now lives where the team works, with rules that keep the books clean.
Free, no-obligation call
Want results like these?
Walk us through it on a 30-minute call. We’ll suggest what to tackle first, then send a written proposal with a price.
We will cover
- What your staff spend the most hours on
- Which of those jobs we could take on or automate
- Where we’d suggest starting
Prefer email? Write to contact@silvertonguecontracting.com