Built for dealership sales teams and BDC reps, this pipeline tracks every buyer from first showroom visit or web lead to a signed deal, so financing and trade-in details never get lost between desks. Stages reflect how car deals actually close.
What's Included
- Showroom-to-delivery stages: Lead, Test Drive, Financing, Trade-In Appraisal, and Delivered columns.
- Deal detail fields: Vehicle of interest, budget, trade-in value, and finance status per card.
- AI deal-scoring agent: An agent ranks hot buyers and predicts close probability from activity.
- Two-way sync: Connect your DMS and CRM through 100+ integrations.
How To Use
- Clone the dealership pipeline into Taskade.
- Customize stages for new and used inventory.
- Add walk-ins and web leads with their vehicle interest.
- Use the AI agent to prioritize ready-to-buy customers.
Layer in automated text and email follow-ups, or compare more sales pipeline templates for your store.
