DEALERNEXUS Loading CRM workspace
CRM Inventory Deals AI
DEALERNEXUS
CRM Dashboard
Dealer Nexus CRM Dashboard
Dealer Nexus CRM

CRM Dashboard

Manage leads, tasks, activity, messages, and appointments from one Dealer Nexus dashboard.

Appointments
No upcoming appointments
available
0Today 0This Week 0Next 72 Hrs

Sales Activity - Today

NCallsIn 0 / Out 0
Demo0
+Appt Completed0
*Write Ups5
Email Sent0
Be Backs0
AISMS Sent0
$Sold0
Points0 Total Attained33 Current Daily Target
Prospects that Need Follow-up 460
0Hot
0Warm
460Normal

New Prospects (260)

To Do's

Due: Today ×Task Status: Pending ×
No To Do's task found

Appointments Calendar

**Appts. are shown in Dealer Timezone Eastern Time
Wednesday, April 29, 2026
Loading Work Queue…

Todo

Tasks and reminders.

Total0
Open0
Done0
Tasks loading from database...
Dealer Nexus Database

Inventory

Live SQL inventory. Vehicles are loaded from the database, not saved inside the HTML file.

Total Units0
Available0
Pending0
Sold0
Total Cost$0
Loading inventory from database...
Stock #VINVehicleMilesColorLocationCostJD TradeJD RetailAsk PriceInternetFront GrossStatusAction
Loading inventory...

Add Vehicle

Vehicle information will save directly to MySQL.

Delete All Inventory

This will remove every active inventory vehicle from the database for this dealership.

Schedule this report to receive an email? Coming soon 0 Results Found
Customer
Lead Info
Date
Employment
Interested Vehicle
Sold Vehicle
Trade
Loading customers from database...
C
Customer Profile

Customer

Working Walk-in Source: — 0 days old

Buyer Information

Core customer profile

Deal Snapshot

Fast finance overview
Cash Down
Monthly Income
Credit Score
Interested Vehicle
Dealer Nexus Customers

Add Customer

Create a full customer profile with buyer info, contact details, interested vehicle, referrer, employment, and campaign data.

Customer Type
Buyer Info
Interested Vehicle
Internal Notes
Dealer Nexus Deals

Deal Report

Track every saved finance/cash deal created from Deal Rehash, customers, and inventory.

Total Deals0
Open0
Approved0
Funded0
Total Gross$0
0 Results Found Double-click a row to open the deal desk.
Created Date Deal # Deal Type Status Signer Last Signer First Stock # Year Make Model Lender Purchase Price Total Vehicle Front Gross Back Gross Total Gross Action
Loading deals...
Deal Desk

Structure, lender, buyer and co-buyer in one clean workspace

Review customer, vehicle, financing numbers and paperwork-ready information before printing or saving.

Vehicle

VIN: —Stock: —

Customer

No co-buyer

Co-Buyer Information

Same full application layout as the buyer. Leave blank if there is no co-buyer.

Structure

Lender

Lender Offers

Track approvals, stips, reserves, acquisition fees, and lender notes.

Deal Notes

Files

Paperwork checklist placeholder: credit app, buyer order, stips, insurance, POI, POR.

Worksheet

Printable finance worksheet will use the saved deal structure.

Dealer Nexus Tasks

Tasks & Appointments

Manage callbacks, showroom appointments, stips, lender follow-up, and AI follow-up tasks.

Open CRM Tasks

Tasks can be connected to a lead, customer, or deal.

Create New Task

Use this for calls, appointments, stip collection, lender updates, or post-sale follow-up.
Dealer Nexus CRM Reports

CRM Dashboard

Lead source performance, AI follow-up activity, appointments, deals, and task workload.

Total Leads0
Contact Rate0%
Appointment Rate0%
Sold Rate0%

Lead Source Breakdown

Salesperson / BDC Workload

DealerNexus Communications

Communications Center

Loading conversations and AI drafts…

Add Lead

Dealer Nexus Admin

Settings

Manage dealer profile, system defaults, users, roles, and access control.

Enterprise Active

Current Dealer Info

This information is used across Dealer Nexus, approval sheets, settings, and future database records.

Dealership Defaults

Default tax, fees, and state logic for deal tools.

AI Features

Use these switches for Enterprise controls.

Learning Engine

DealerNexus AI Training Center

Upload lender guidelines and real customer deal packages. DealerNexus AI memory powers accurate approval predictions.

v2.0.0-phase25.14-home-crm-command-center-20260522 READY
0
LENDER GUIDELINES
0
RULE MEMORY
0
TRAINING DEALS
0%
READINESS
Not ready

Lender Guideline Memory

Upload or paste lender rules, LTV limits, payment caps, vehicle restrictions, income requirements, and approval tiers.

Train From Real Deal Package

Upload a ZIP with credit report, income proof, and final decision. Dealer Nexus extracts and saves the deal as AI training memory.

Manual Training Record

Manually save an approval, lender decision, or final deal structure as AI training memory.

User Management

Add users, change roles, deactivate users, or reactivate access.

Name Email Phone Role Status Last Login Action
Loading users...

Role Permissions

Permission map for dealership users.

Owner

Full access, settings, users, billing, reports, AI.

Admin

Manage users, settings, leads, inventory, and reports.

Manager

Manage leads, deals, appointments, inventory, and reports.

Finance

Deal rehash, lenders, customers, and finance tools.

Sales

Assigned leads, customers, appointments, and inventory.

BDC

Leads, calls, appointments, and notes.

Viewer

Read-only access.

Session Controls

Sidebar and login controls for the current browser session.

adammeki
Home

Add New User

No inventory loaded
DealerNexus Customer Lookup
Search a customer by name, phone, or last 4 of SSN.
Save the current structure as a deal ready for paperwork.
Dealer Nexus AI
Credit Report Analysis
Upload a credit profile PDF to expand the full lender breakdown.
No credit profile loaded
Dealer Nexus AI

Income Analysis Agent

Upload an income file. Dealer Nexus will keep the analysis hidden until a file is loaded.

No income file loaded

Inventory

VIN Year Make Model Color Mileage Location Cost JD Trade JD Retail
Loading vehicles from inventory...

Selected Inventory

Select a row from the inventory table to lock the vehicle here.

AI DECISION ENGINE

DealerNexus AI Decision Center

Approval prediction, lender match, vehicle fit, and final deal structure in one workspace.

v2.0.0-phase25.14-home-crm-command-center-20260522 READY

AI Inputs

Manual income overrides AI/profile income. AI will not exceed Maximum Down.
Vehicle Types
Income Types
Confidence
Approval Confidence Waiting for AI analysis
Customer
Credit Score
Income Used
Income Source
PTI
DTI
State
Selected Vehicle
Best BankRecommended lender
Expected PaymentPredicted approval
Amount FinancedLoan amount
Estimated ProfitNet

Recommended Structure

AI structure built from credit, income, and lender guidelines.
Sales Price
Sales Tax
Down Payment
Term
APR
Monthly Payment
Warranty / VSC
GAP
Fees
Profit

Approval Limits

Lender caps based on guideline rules.
Max Payment
Max Amount Financed
Max LTV
Max Term
Decline Reason No decline yet.

Vehicle Match

Best inventory match for this approval.
Year / Make / Model
VIN (last 6)
Mileage
Cost
Book Value
Expected Profit
Why It Fits

Run AI to see vehicle reasoning.

Lender Match

Recommended lender + key triggered guideline rule.
Recommended Lender
Confidence
Guideline Loaded
Guideline StatusNo guideline loaded
Key Rule

Triggered guideline rules will appear in Advanced AI Intelligence.

Why AI Chose This

AI will summarize the approval reason after it builds the deal.

Run AI after credit and income are ready.
Lender Comparison
No lender comparison yet.
AI Vehicle Picks
Vehicle picks appear after Run AI Approval.
Fix This Deal
  • No corrective actions yet.

Deal Structure

Choose a lender to start structuring the deal.