DealerTags CRM
Dealership accounts, tags, and invoicing
Accounts Overview
Active Accounts
12
Pending Tags
86
Renewals (30d)
31
Deal & Contact Overview
Open Deals
28
+6% this week
Total VINs
412
-2% this week
Active Contacts
76
+4 this month
Recent Deals
Key Contacts
Processing Queue
- Peak Auto Group · 18 tags
- Redline Motors · 12 tags
- Horizon Auto · 9 tags
- Summit Fleet · 6 tags
Alerts
- 3 accounts exceed credit limit
- 4 title holds awaiting signatures
- 9 invoices past due
Invoice Snapshot
Open
$82,450
Paid
$128,220
Overdue
$14,880
Account Detail
Select an account from the dashboard.
Balance: $0
Contact Overview
Deal Overview
Contacts
Deals / VINs
Invoices
Attach Deals to Invoice
Total selected: $0Deal Dropdown Settings
Manage who/status/system options.
Who
Status
System
Current options
Import from Google Sheets (CSV)
Export your sheet as CSV, then map columns to fields.
Invoice Module
Company-wide invoice queue and payment tracking.