Deals & Pipeline Management
Master your OnlyEV CRM to track active acquisitions, schedule inspections, and close more deals.
Your Central Command
The Deals Pipeline acts as your dealership's integrated CRM for all OnlyEV transactions. Whether a deal originated from a direct lead, an accepted cash offer, or a triggered Standing Bid, it will automatically populate here.
This centralized dashboard ensures that your entire sales team has real-time visibility into the status of every vehicle acquisition.
Navigating Deal Stages
Every deal moves through a structured lifecycle designed to protect both the dealer and the seller. You can click into any deal to advance its stage:
- Initial Contact: The lead has been acquired, but an appointment has not yet been set. Action required: Reach out to the seller to schedule an inspection.
- Inspection Pending: An appointment time has been agreed upon. The vehicle needs to be physically inspected to verify the condition report provided in the seller's initial listing.
- Offer Finalized: After inspection, the final purchase price has been confirmed and accepted by the seller.
- Closing & Paperwork: Documents (like the title and odometer disclosure) are being uploaded and verified.
- Funded / Closed: The payment has been processed and the vehicle has been successfully acquired!
Integrated Appointments
Sellers can propose test drive or inspection times directly through the platform. These requests will appear in your pipeline and trigger notifications. Confirming an appointment automatically updates the deal stage and syncs with your team's calendar.
Document Management
Inside the deal details page, you can securely request and store essential documents. The platform supports secure uploads for driver's licenses, titles, 10-day payoff letters, and signed purchase agreements, keeping your compliance documents organized and attached directly to the vehicle record.