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Vehicle Trade Management
Vehicle Trade Management System simplifies the complete vehicle trading process from lead creation to final sale and delivery It allows users to manage vehicle records including specifications images service history and insurance details in one centralized platform The system supports buyer and seller management with accurate contact tracking and transaction visibility Integrated CRM features enable lead tracking email communication and customer follow ups directly from the application Automated billing invoicing down payment tracking and profit calculation improve financial accuracy and controlPrintable PDF reports and document management ensure professional documentation compliance and easy sharing
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Features
Vehicle Records & Specifications
Centralizes complete vehicle profiles including brand, model, fuel type, and technical specifications. Supports image galleries and structured attributes to improve visibility and identification accuracy. Ensures standardized data management for consistent evaluation and reporting.
Buyer & Seller Management
Maintains verified profiles for dealers, private sellers, and customers with complete contact details. Links buyers and sellers directly to vehicle transactions for seamless traceability and accountability. Improves communication efficiency and relationship management across the trading lifecycle.
Service, Insurance & History Tracking
Captures maintenance records, service logs, and warranty information for long-term asset visibility. Manages insurance policies with active, expired, and upcoming status tracking. Provides transparent historical insights to strengthen buyer confidence and compliance.
Expert Inspections & Condition Reports
Applies standardized inspection templates to assess vehicle condition across multiple components. Records percentage-based condition metrics for consistent evaluation and validation. Delivers structured inspection reports to support quality assurance and credibility.
Digital Documents & Attachments
Store and organize all related documents titles, contracts, tax invoices, and warranty papers in one place. Attach image galleries and scanned files directly to vehicle records. Provide easy upload, download, and retrieval for smooth audits.
Billing, Invoicing & Sales Tracking
Automates transaction flow from listing to finalized sale with financial visibility. Generates vendor bills, manages down payments, and creates buyer invoices seamlessly. Provides profit and loss tracking to support accurate reconciliation and reporting.
CRM Lead, Communication & Reporting
Manages sales leads through structured stages to track progress and conversion status efficiently. Enables direct email communication with customers and stakeholders while maintaining activity history. Generates printable PDF reports and documents for sharing, auditing, and record preservation.
Screenshot
1.) Vehicle Brand List View
Displays a list of all vehicle brands configured in the system. Users can create new brands, search existing entries, and manage brand records efficiently. This screen helps maintain standardized brand data for accurate vehicle management.
Navigation : Vehicle Trade → Configuration → Brand
2.) Vehicle Brand Form View
Displays the detailed form view of a selected vehicle brand. Users can enter or update the brand name and upload a brand logo image. Ensures consistent branding and accurate identification across vehicle records.
Navigation : Vehicle Trade → Configuration → Brand
3.) Vehicle Models List View
Displays a list of all vehicle models available in the system along with their associated brands. Users can search, sort, and filter models to quickly locate specific vehicle entries. This screen helps ensure accurate model selection when creating or managing vehicle records.
Navigation : Vehicle Trade → Configuration → Models
4.) Vehicle Fuel Types List View
Displays a list of all fuel types such as Diesel, Gasoline, Hybrid, Electric, and more. Users can add, edit, or manage fuel categories used for vehicle classification. Ensures consistent fuel type selection when creating or updating vehicle records.
Navigation : Vehicle Trade → Configuration → Fuels
5.) Vehicle Specifications List View
Displays a list of all vehicle specifications such as power, torque, dimensions, color, and capacity. Users can create, edit, and manage specification parameters used across vehicle records. Ensures standardized and accurate technical data for consistent vehicle information management.
Navigation : Vehicle Trade → Configuration → Specifications
6.) Vehicle Insurance Types List View
Displays a list of available insurance types such as liability, collision, comprehensive, and protection covers. Users can create, edit, and manage insurance categories used for vehicle insurance tracking. Supports accurate insurance assignment and transparency during vehicle sales.
Navigation : Vehicle Trade → Configuration → Insurances
7.) Vehicle Document Types List View
Displays a list of document categories such as registration, bill of sale, warranty, and service records. Users can create and manage document types used to organize vehicle documentation. Helps maintain structured document storage for easy retrieval and compliance.
Navigation : Vehicle Trade → Configuration → Document Types
8.) Vehicle Inspection Templates List View
Displays a list of predefined inspection templates used to standardize vehicle inspections. Templates such as Vehicle Inspection, Battery Inspection, Interior Inspection, and Exterior Inspection allow users to define structured checklists for consistent evaluation of vehicles. Users can create new templates or manage existing ones to ensure quality control and inspection compliance.
Navigation : Vehicle Trade → Configuration → Inspection Templates
9.) Vehicle Inspection Template Configuration
Allows users to create and manage inspection checklist items within a selected vehicle inspection template. Each line captures an inspection item name and its description, such as engine condition, brake system, and suspension checks. Users can add new inspection lines, edit existing ones, or delete items to customize the inspection process.
Navigation : Vehicle Trade → Configuration → Inspection Templates
10.) Vendor List View
Displays all vendors in a card-based layout with profile images and key contact details such as name, role, company, location, and email address. Users can quickly search, filter by vendor, switch between list and kanban/card views, and view vendor activity indicators. The New button allows users to create and register a new vendor in the system.
Navigation : Vehicle Trade → Vendor
11.) Vendor Profile Details
Displays complete vendor information including contact details, address, job position, phone number, email, and tax ID. Users can mark a contact as a vendor, manage related activities such as meetings, opportunities, and invoices, and upload a profile image. Additional tabs allow users to maintain contacts & addresses, sales and purchase information, invoicing data, and internal notes.
Navigation : Vehicle Trade → Vendor
12.) Customer List View
Displays all customers in a card-based layout with profile images and key business or personal details such as name, company, location, and email address. Users can search, apply filters, switch between list and card views, and quickly identify customer categories and ratings. The New button allows users to create and manage new customer records in the system.
Navigation : Vehicle Trade → Customer
13.) Leads Pipeline Dashboard
Displays all sales leads in a kanban-style pipeline categorized by stages such as New, Qualified, Proposition, and Won. Each card shows the opportunity name, expected revenue, customer, lead type, priority rating, and communication status for quick decision-making. Users can drag and drop leads between stages, generate new leads, and track sales progress visually.
Navigation : Vehicle Trade → Leads
14.) Lead Opportunity Details
Displays detailed information for a selected lead including expected revenue, probability, customer contact details, assigned salesperson, and tags. Users can update the lead stage (New, Qualified, Proposition, Won), mark the opportunity as won or lost, and add internal notes or extra information. Activity tracking allows users to send messages, log notes, schedule follow-ups, and monitor planned activities related to the opportunity.
Navigation : Vehicle Trade → Pipeline
15.) Create Vehicle from Lead
Allows users to create a vehicle record directly from a selected lead or opportunity. Users can enter vehicle details such as brand, model, fuel type, manufacturing year, license plate, odometer reading, and vehicle condition. Seller and buyer information including vendor and customer details are captured to complete the vehicle creation process.
Navigation : Vehicle Trade → Pipeline
16.) Confirm Vehicle Creation
Displays the completed vehicle information including brand, model, fuel type, manufacturing year, license plate number, odometer reading, and current market value. Seller and buyer details such as vendor name, customer name, phone numbers, and email addresses are verified before final submission. Users can click Create Vehicle to save and generate the vehicle record or select Cancel to discard the entry.
Navigation : Vehicle Trade → Pipeline
17.) Lead Marked as Won
Displays a lead in the Won stage of the pipeline. The progress tracker confirms the flow through the stages: New, Qualified, Proposition, and Won, with the time spent in each stage displayed. The green Won ribbon indicates that the deal has been successfully completed. The expected revenue and probability are finalized, and the salesperson, contact information, and tags remain visible for reference.
Navigation : Vehicle Trade → Pipeline
18.) Vehicle Details Overview
Displays a card-based view of all available vehicles with image previews and key summary information. Users can quickly identify vehicle availability status, pricing, and basic vehicle information at a glance. The screen supports quick access to individual vehicle records for review and management.
Navigation : Vehicle Trade → Vehicle Details
19.) Vehicle Details List View
Displays vehicle records in a tabular list format for easy comparison and quick scanning. Users can view key fields such as vehicle reference, brand, model, customer, vendor, and status in a single row. The list view supports faster navigation, filtering, and bulk selection of vehicle records.
Navigation : Vehicle Trade → Vehicle Details
20.) Vehicle Details Calendar View
Displays vehicle-related records in a monthly calendar layout for better date-based tracking. Users can view scheduled entries directly on specific dates and switch between different time ranges using the calendar controls. This view helps in planning, monitoring activity distribution, and identifying upcoming or completed records visually.
Navigation : Vehicle Trade → Vehicle Details
21.) Vehicle Details Pivot View
Displays vehicle data in a pivot table format for analytical review and comparison. Users can group and summarize information by different categories and time periods using expandable rows and columns. The measures option allows users to switch between key metrics such as pricing and profitability for reporting purposes.
Navigation : Vehicle Trade → Vehicle Details
