01Service
02Sales & CRM
THE SALES & CRM DEPARTMENT
CONNECTED BY MOTIV

Every conversation.
A new possibility.

Carry the customer’s story from the first inquiry to the next set of keys. A connected workspace for leads, inventory, appraisals, and the deal.

See inside Sales & CRMScroll for the full story
ALL FEATURES INCLUDED.
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Sales in MOTIV · the one idea

One deal jacket. The salesperson, the desk, F&I, delivery and the buyer, all on the same page.

A deal passes through four sets of hands while the buyer sits and waits. Every handoff is a re-key and a wait. MOTIV keeps the whole deal in one jacket — and because it was built from both sides of the store, the service lane and the sales floor share one customer.

What stands out.

What no DMS built from the books out can say.

01Salesperson

One customer record, sales and service.

The buyer’s service visits, the cars in the household, prior deals and how they like to be reached — already there when the lead lands. The credit app, the trade and the deal all read from it.

The feeling it replaces
“I told three people the same thing.”
The feeling it creates
“They already knew me.”
Customer · one recordSample data
02Sales manager

One deal jacket. Every hand on it.

Deal, trade, desk, credit, menu, lender, contract and close on one screen, from the first pencil to funding. The jacket won’t move to the next seat without what that seat needs — so F&I never hears “I’m missing something.”

The feeling it replaces
“I key the customer into three systems, and F&I still sends it back.”
The feeling it creates
“I enter the customer once. The jacket tells me what’s next.”
Deal jacket · D-24118Sample data
03Buyer

A trade number with its work shown.

The appraisal reads the car’s own service history. The value is explained line by line — and the owner sees the store’s real appraisal, with the same lines, in their Garage app. Not a made-up curve.

The feeling it replaces
“They lowballed me and wouldn’t say why.”
The feeling it creates
“I can see how they got it — and the work I paid for here counted.”

800 vs 672buyer satisfaction when the trade value is explained, versus when it isn’t. J.D. Power Sales Satisfaction Index, 2025.

Deal jacket · tradeSample data
04Desk · used car manager

Price from two truths. Never blended.

What this store actually got for cars like this one, and what the market says, side by side — plus what the car is costing to carry today and every pencil waiting on the desk in one queue.

The feeling it replaces
“I’m guessing at price, and I can’t see what a car costs me to sit.”
The feeling it creates
“I price off our own sales and the market, and I see the meter running.”
Deal jacket · deskSample data
05Used car manager

The service lane finds the next deal.

Every car in for service today, checked against the store’s own appraisals. A hit becomes a sales opportunity in one tap — and the offer is only made if the customer wants one.

The feeling it replaces
“The best used car I’ll buy this month drove through service, and sales never saw it.”
The feeling it creates
“The service lane feeds my front line.”

14% offered · 33% want oneService customers offered a trade value, versus those who want one. Cox Automotive Fixed Ops & Ownership Study, 2026.

Service lane · equity scanSample data

Also standing out.

The promises and the lessons most stores lose track of.

We-owes, as real promises

Recorded at delivery with an owner and a due date, worked by service and parts, and cleared only when kept. A we-owe can’t be deleted.

All-season floor matsOwner: Parts · due Sep 29Ordered
Second fob programmedOwner: Service · Dec 13Booked

Every lead on one board

Web, phone, BDC, Garage and the service lane land in one pipeline, routed by the store’s rules, with the next step on every card.

Tyler CarterService lane · 8:52 AMReplied with price · 4 min
Derek OlsenPhone · 9:02 AMReply due 3 min

Deals that explain themselves

Every dead deal carries its reason. An at-risk feed and a deal autopsy show where deals slip, so the manager learns and the salesperson isn’t blindsided.

Why deals died · September
Payment too high9
Stopped answering7
Trade value gap5

One customer, sales and service.

The deal doesn’t end at delivery. The car comes back to service, and the service lane is where the next trade comes from.

  1. 1

    Lead

    Every source on one pipeline.

    A fast answer, with a price
  2. 2

    Know them

    Service history on the record.

    Not asked twice
  3. 3

    Test drive

    Booked on the real calendar.

    The car is ready
  4. 4

    Trade

    Appraised from its own history.

    How the number was reached
  5. 5

    Desk

    Two truths and one queue.

    An itemized price
  6. 6

    Credit

    One application, from anywhere.

    Filled out once, from home
  7. 7

    Delivery

    We-owes and the first service.

    The promise in writing
  8. 8

    Next deal

    The service lane feeds sales.

    A real offer, if they want one

Seat by seat.

How the day feels before and after, in each seat’s own words.

Salesperson

“My chargeback shows up as a hole in my check.”

“I see my deal, my gross, and my chargeback with the reason.”

Sales manager

“I’m the bottleneck on every pencil.”

“Every pencil in one queue, every car’s cost on screen.”

Used car manager

“I’m guessing at price, and recon is a black hole.”

“I price off our own sales, and I see days to front line.”

Buyer

“I spent my whole Saturday there.”

“I did most of it from my couch.”

The little things.

Nobody buys on these. They’re why the floor says “finally.”

  • Click an empty calendar slot to bookdouble entry between the BDC and the floor
  • “Work the deal” opens the lead’s own dealdesking the wrong customer
  • A dead deal needs a reasondeals disappearing with no lesson
  • The appraisal shows the car’s service visitsguessing at condition
  • Lease math on the deskpencilling a lease on a calculator
  • A price-change chip, only once it movesa noisy price history
  • A title tracker on every unit“where’s the title?”
  • First service booked from the delivery screennever seeing the buyer again
  • Chargebacks with the reason and the datea mystery hole in a paycheck

Sell the car, and keep the customer.

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INSIDE SALES & CRM

The tools behind
the momentum.

Let’s talk Sales & CRM
01

Customer relationships

Bring contact information, vehicle interests, and conversation history into one customer record.

02

Leads & opportunities

Keep the next action visible so your team can follow through with purpose.

03

Vehicle inventory

Connect the customer’s needs with the vehicles on your lot.

04

Desking

Work the deal with customer, vehicle, and trade information in context.

05

Trade appraisals

Document vehicle evaluations and keep appraisal information with the opportunity.

06

Reconditioning

Track stages, costs, and history as vehicles move toward the front line.

03Parts
04F&I
05Body Shop
06Office
07Marketing
08Administration