Never lose a lead. Follow up in one tap.
Track. Follow up. Quote. Close.
Log every walk-in in 30 seconds, see who to call today, and send a ready-to-go text or email with one tap.
$270 a month — flat, per dealership, unlimited users.
See who to call today.
Three steps, done properly.
Everything in the app serves one of them. There is nothing else in it.
01
Log it in about 30 seconds
Name, machine, what they said. That is the whole form.
02
Get a call list for today
The next follow-up is already set for you, so nothing sits in a notebook until it goes cold.
03
Follow up in one tap
Text or email from your own phone, from your own number. Nothing is sent on your behalf.
Overdue and going cold
See what's slipping.
Today shows the leads whose follow-up has already passed, the ones due today and the ones coming this week. An overdue lead is marked in red, so it is the first thing you see rather than the thing you find on Friday.
The lead board shows every salesperson's leads in one place, and a manager can filter it to one person to see who is behind.
Overdue
3
Due today
2
This week
3
- LP6d overdue
Lorna Pike
Mini excavator · 3.5 ton
- RC3d overdue
Ruth Calloway
Compact tractor · 45 hp
- CHToday
Curtis Hale
Side-by-side · 4 seat
Quotes, when the lead is ready
When a lead is ready, send a quote.
The quote is built on the lead, saved, and given a private link. You text or email that link from your own phone and your own number — it is a hand-off, not a bulk send.
The customer opens a clean one-page quote with no sign-in and a single Print / Save as PDF button.
Cedar Ridge Equipment
Compact tractors · skid steers · mini excavators
Dana Whitfield
Valid until Mar 31, 2027
Compact utility tractor — 45 hp, 4WD, loader
Your logo, your locations, your terms. Printed on your letterhead.
Your paperwork, set once
On Settings you set your logo, name, both locations and phones, website, tax rate, validity days and fine print once. Every quote prints on your letterhead, and you choose which blocks print and which fields a salesperson must fill in before a quote can be saved.
Pricing
One flat price per dealership.
$270a month
Flat, per dealership, unlimited users. No per-seat charge, so putting the whole sales floor on it costs the same as putting one person on it.
Create your dealershipIncluded
- Leads and follow-ups
- Lead board
- Quote builder with your own letterhead
- Quote links you can text or email
- Team invites and roles
- See what's going cold
What it is, and what it is not
A simple lead tool, not a system to run your store. No parts, service, or six-month rollout.
Prices are typed in on the quote, not pulled from a pricing database.
It never puts a manufacturer's logo or trademark on your paperwork — your dealership's own branding is what prints.
Questions
Do I have to change how my paperwork looks?
No. The quote is a template you configure once — logo, letterhead, terms, which blocks print — and every quote starts from it.
Does my customer need an account?
No. The quote link opens the paperwork and nothing else.
How long does it take to set up?
One manager creates the dealership, enters the letterhead and settings, and invites the salespeople. A quote can be built the same afternoon.
Is my team's data separate from other dealerships?
Yes — each dealership's data is walled off at the database level, not just hidden in the interface.
Can I choose which fields my salespeople must fill in?
Yes. On Settings you pick which quote fields block a save, and which blocks print at all. Anything switched off does not appear on the paperwork.
Do I have to replace my current software?
No. It works beside whatever you use.
Get a sample quote with your logo
Send your letterhead details and we will put a sample quote on it, so you can see your own paperwork before anything else.