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Help Topics

Creating a Deal

  • 1Go to Deals and click + New Deal
  • 2Select deal type (Finance, Cash, BHPH…)
  • 3Search or enter buyer information
  • 4Select or add a vehicle from inventory
  • 5Fill in financial terms, fees, and lender
  • 6Click Save or Submit Deal

Managing Customers

  • 1Go to Customers section
  • 2Click + Add Customer or select any row
  • 3Fill in personal, contact, and ID info
  • 4Use quick-scan from a Driver's License photo
  • 5Save — customer is added to CRM
  • 6From profile: log calls, emails, start deals

Inventory Management

  • 1Go to Inventory section
  • 2Add vehicles one by one or import CSV
  • 3Upload photos to each vehicle listing
  • 4Set pricing, status (Available, Sold, etc.)
  • 5Published vehicles appear on your dealer website

Reports & Analytics

  • 1Go to Reports section
  • 2Select date range and report type
  • 3View sales, gross profit, inventory turnover
  • 4Export to CSV or PDF for sharing

Dealer Website (Website Hub)

  • 1Go to Settings → Website Hub
  • 2Enter subdomain and branding details
  • 3Upload logo, set colors and tagline
  • 4Choose a template design
  • 5Click Publish — site is live immediately

Marketing & Email Campaigns

  • 1Configure email in Settings → Email Setup
  • 2Go to Marketing section
  • 3Create email campaigns with templates
  • 4Select customer segments to target
  • 5Schedule or send immediately

Common Questions

AiDealManager is an all-in-one dealer management system (DMS) built for independent used car dealerships. It includes inventory management, CRM, deal desking, F&I tools, BHPH payment tracking, marketing syndication, dealer websites, and AI-powered insights — all in one platform for $75/month.
When you sign up, you get full access to every feature for 30 days with no charge. Your payment method is collected via Stripe during signup, but you are not billed until Day 31. You can cancel at any time during the trial with no obligation. We send a reminder email on Day 28 so you won't be surprised.
Navigate to Deals from the sidebar, then click + New Deal. Select the deal type (Finance, Cash, BHPH, etc.) and fill in buyer information, vehicle details, and financial terms. Save to create the deal. You can also start a deal directly from a customer's profile.
In the deal form, click the Scan Buyer ID button in the Applicant Info section. Upload a photo of the driver's license or use your device camera. Our AI extracts the information and auto-fills the buyer fields. The same option is available when adding a new customer.
Go to Settings → Website Hub. Choose your subdomain (e.g. yourdealer.aidealmanager.com), upload a logo, set brand colors and tagline, select a template, then click Publish. Your site goes live within seconds. You can also configure a custom domain by adding a CNAME record at your DNS provider.
Go to Settings → Users & Roles. Click + Invite User, enter their email, and select a role (Manager, Sales, Finance Manager, etc.). They receive an invitation email with setup instructions. You can edit or remove users from the same page.
Go to Inventory, click Import CSV in the toolbar, and upload your vehicle data file. Download the sample template to see the expected column format. You can also add individual vehicles with the + Add Vehicle button or use VIN auto-decode.
Go to the Forgot Password page and enter your email. You'll receive a password reset link valid for 24 hours. If you're logged in, you can change your password from Settings → Account.
Yes. You can cancel at any time from your Stripe billing portal or by contacting us. If you cancel during the 30-day trial, you will never be charged. After the trial, cancellation takes effect at the end of your current billing period — no prorated refunds, but no further charges.
Check Settings → Email Configuration to ensure email is set up. For Gmail, confirm OAuth is active. For SMTP, verify host, port, and credentials. Also check your spam/junk folder. If the issue persists, contact support with details.
Open the deal and scroll to the bottom. Click Print Preview or Download PDF. The system generates a deal jacket including buyer's order, credit application, and uploaded documents. For funded deals, click Issue Receipt.
We accept Visa, Mastercard, American Express, Discover, Apple Pay, Google Pay, Amazon Pay, Cash App, Klarna, and Link (by Stripe). All payments are processed securely through Stripe. We never store your full card details on our servers.

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(424) 350-4051

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info@aidealmanager.com

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