The Closeline DMS — Desk it once. It flows everywhere.
The Closeline DMS

Desk it once.
It flows everywhere.

A dealer management system that desks finance, cash, and Buy-Here-Pay-Here deals with real F&I math — then carries the same record from the desk to the contract to the title to your CRM. Key the buyer, the car, and the numbers one time. Nothing gets typed twice.

Closeline DMS dashboard
·Key the deal once ·Real F&I math ·Desk → contract → title → CRM ·Works on any screen ·Built by an F&I manager
1×
Every buyer, car, and number is entered a single time
3
Deal structures desked today: finance, cash, and BHPH
0
Times you re-key a sold deal into the CRM
The problem

Most dealer software was built for a desktop in the back office.

You appraise a trade in one screen, re-type it on the desk, re-type it again on the contract, then re-type the whole thing into the CRM so follow-up works. Four versions of one deal, and a number wrong in any of them costs real gross. The legacy names — the ones that still look like 2009 — never fixed it because the desk was never the point for them.

Simplicity

Enter the buyer, the car, the numbers — once.

A deal is keyed one time. From there it carries itself: the desk hands the numbers to the contract, the contract hands the unit to the title work, and the sold deal lands in your Closeline CRM so post-delivery follow-up runs on its own. No copy-paste between systems. No version that disagrees with the other three.

Desk Contract Title CRM
  • One buyer record, shared with the CRM pipeline
  • Selling price pre-fills from the listed unit
  • Trade flows from appraisal straight onto the desk
Closeline DMS deal desk
Reconditioning pipeline

No unit gets lost in recon.

Every car moves across one board — intake, mechanical, body, detail, photos, front line. You see how many days it's been in recon, what you've spent getting it ready, and who's holding it up. The same board lives on your dashboard, so the cars eating holding cost are the first thing you see every morning — not a surprise you find on the lot three weeks later.

Closeline DMS reconditioning pipeline — cars by recon stage with days in recon and spend per unit

Days in recon, per car.

A clock on every unit, so a car never quietly ages out of its profit while you weren't looking.

Recon spend, tracked live.

Every dollar of recon rolls into the cost in the vehicle — so the real number is right before you ever desk the deal.

On the dashboard and its own screen.

Glance at the whole lot from the home screen, or open the full board to move a car from one stage to the next.

Functionality

Everything the deal touches, in one place.

Not a CRM with a deal screen bolted on. A real management system for the whole lot — inventory in, deal desked, paper finalized, title done, note serviced, profit counted.

Buy off the street.

Appraise a private-party car and bring it into inventory in one pass. No separate worksheet, no re-keying.

One car. Every bid.

Post a unit to the wholesale network and let multiple buyers bid. Real numbers, side by side.

A quote worth sending.

A clean, customer-ready offer in seconds. It shows the deal — never the cost behind it.

Carry your own paper.

Service every Buy-Here-Pay-Here note, payment, and balance in the system that wrote them.

In-house leasing.Coming soon

Buy-Here-Pay-Here lease structures, built for the independent lot.

Submit without leaving the desk.Coming soon

Push deals straight to RouteOne in a click.

F&I products, right on the desk.

Quote service contracts, GAP, and ancillary products into the deal. Retail, cost, and gross counted as you go.

Auction buys, already in inventory.Coming soon

Connect auctions like ACV so purchases sync into the DMS on their own.

The whole CRM. Never leave the page.

Run the pipeline, conversations, and follow-up from inside the DMS.

F&I-first

Real gross. Not a guess.

The math is the product, not a feature. Front gross reads against the true cost in the vehicle. Overallowance comes out of gross where it belongs, because allowance and ACV are never treated as the same number. F&I gross is product retail minus product cost, line by line. On finance deals, dealer reserve is figured against the rate spread and the term.

Every figure is computed the way you'd run it on a desk pad — then totaled, so you see what the deal actually made before the customer leaves.

  • Allowance drives tax credit; ACV drives profit — never conflated
  • NY tax logic on the deal, with fees handled correctly
  • Total profit = front + F&I + reserve, every deal type
Closeline DMS F&I math
Internal stays internal

The customer sees the offer. Never the cost.

Cost, every gross and profit figure, ACV, buy rate, and reserve are marked internal at the data layer and tested to never reach a customer- or wholesaler-facing page. The proposal a buyer opens shows the deal — and nothing behind it.

Your Deal — Marcus R.
2021 Toyota CamryListed
Selling price$24,980
Term72 mo
Estimated payment$489 / mo
Modern

Fast where it counts. On whatever screen you're holding.

One codebase, built on current web technology, that reshapes itself from a desktop on the desk to a phone on the lot. The same deal, the same numbers, no stripped-down "mobile version." It loads quickly and gets out of the way — closer to the software you already use on your phone than to the dealer tools you've had to tolerate.

  • Desktop and phone from a single app — no second login
  • Opens inside Closeline — one interface for the whole shop
  • A navigable home screen, not a menu maze
Closeline DMS on mobile
Security

One dealer can never see another's data.

That isn't a setting we hope holds. It's enforced by the database itself. Every store's deals, customers, and numbers are walled off at the data layer — invisible to every other dealer on the platform. And on a customer's screen, your cost, profit, and lender figures simply aren't there.

Bank-level encryption.

Every connection runs over HTTPS/TLS, and your data sits encrypted at rest. Coming and going, it's locked.

We never see your password.

Sign-in is handled by a dedicated identity provider. Your password never touches our servers.

Role-based access.

Every seat sees only what its role allows. The porter doesn't open the F&I screen.

Documents under lock.

IDs and income docs live in private, access-controlled storage. Not a public link in sight.

Every action, logged.

Activity is audit-logged, so there's always a record of who did what, and when.

Enterprise foundation.

Built on Vercel, Supabase, and Clerk — infrastructure providers each independently certified SOC 2 Type II. The footing modern software is built on.

See the desk that runs the deal.

A walkthrough of the Closeline DMS on your own deals — inventory, desk, finalize, and the numbers, on the screen you'd actually use it on.