CDI module
From first enquiry to signed deal, keep the customer, vehicle, pricing, protection products, identity verification, documents, and payment workflow connected to one record.
A deal starts from the vehicle already in Inventory and carries the same information forward through quoting, customer verification, protection products, paperwork, signatures, payments, and completion.
Create the deal directly from the Inventory record so vehicle details, pricing, options, costs, and stock information are already connected from the beginning.
Identity verification, financing information, protection products, documents, signatures, and payments stay attached to the same customer and deal record.
Move the same deal information into Bills of Sale, warranty products, digital agreements, and payment workflows without repeatedly entering the same information.
Connections
7 connections available in Sales & Deals.
Your Facebook and Instagram messages, answered. A CARF agent replies to buyers about the unit they are asking on, books the appointment, and hands you anything that needs a person - including the ones that arrive after you have closed.
Every warranty you can sell on this unit, quoted and side by side, while the customer is still at the desk. CDI asks each registered provider what they would charge for this exact vehicle - term, kilometres, coverage, per-claim limit, deductible and your cost - and lays the answers out so you can see which one fits what the customer is buying. It compares; you choose.
Create bills of sale on your own letterhead, with your dealership's logo. Work complete deals from start to finish and sell your vehicles directly to your customers. Free with CDI.
Canada General's full range of warranty and protection products, quoted on your deals. Their programs and your pricing come through automatically, so the coverage you offer a customer is priced right the first time.
Send bills of sale and other contracts to your customers, or to another dealership, to be signed digitally. Nothing to print, and the signed copy comes back to the deal it belongs to.
Confirm a customer is who they say they are before the deal goes anywhere. Identity and document verification that satisfies your lenders' compliance requirements and stops fraud reaching your funding.
Vehicle Armour's protection line-up, quoted on your deals: mechanical warranty, theft protection, creditors insurance and GAP. Your programs and pricing come through automatically, so every option is on the table while the customer is still in front of you.
Activation
Deals and bills of sale are part of the CDI dealership account. Warranty and verification connections are requested from Dealer Connections inside CDI, and one master API Access and Data Sharing agreement covers every connection you turn on.
2 packages in this module are priced, month to month.
A demo runs on your stock, your channels and your paperwork.