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For sales teams

Less time on paperwork, more time with customers.

Follow up everyone, build the quote with the part-exchange and finance on it, and hand over with the paperwork done. Spectra moves the deal on when something real happens.

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Where the day goes. And what Spectra does about each part of it.

  • Following up everyone.

    A pipeline of Enquiry, Quoted, Ordered and Closed Won that advances from real events, with a deal owner and collaborators, tasks and follow-ups, and mail drafting from the thread.

    Sales and deals

  • A quote with a part-exchange, finance and road tax takes an age.

    Versioned quotes with the PX deduction, catalogue parts, ad-hoc items and reusable bundles. Road tax and the first-registration fee appear as no-VAT disbursements. On Professional, illustrative HP, PCP and lease finance is calculated live on the quote.

    Sales and deals

  • The customer has to come in to sign.

    Contracts go out for e-signature by email, or by SMS with Twilio connected on Professional, or are signed in person. The online quote lets the customer accept or reject optional lines and pay a deposit once DNA Payments is connected.

    Sales and deals

  • Enquiries from AutoTrader, eBay and the website arrive in different places.

    Lead webhooks and website enquiries land in the CRM with a contact timeline and duplicate detection.

    CRM and marketing

  • Handover is a scramble.

    The handover gate lists what is left: the signed PDI, a habitation check on used vehicles and the balance due, plus the registration, towing and demonstration checks you switch on, with a Consumer Rights Act 2015 fitness confirmation at completion.

    Compliance and NCC

The modules you use most. Each works from the same customer, vehicle and money records.

Questions and answers

Do the finance figures on a quote count as a finance offer?

No. HP, PCP and lease figures on a quote are illustrative. The finance company, financed amount and insurer are recorded on the order.

Can the AI send emails for me?

No. It drafts. Links go in when you click Fill and nothing sends until you press Send.

Can I see only my own deals?

Yes, if a deal is locked. A deal has an owner and collaborators, and a visibility lock keeps it to them, with a manager override.

What does a Sales user not see?

Permissions are role-based. The Sales role does not have vehicle pricing, payments or stock-write permission, so prices are set by a Manager or Accounts.

Can customers pay a deposit?

Yes, once your DNA Payments account is connected.

Put the paperwork where the deal is

Book a demo and watch a quote go from enquiry to signed contract.

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Spectra. The DMS for leisure dealers.