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SUMMITDESK
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What is SummitDesk?

SummitDesk is the profit and closing layer above the DMS for car people.

It helps a dealership desk structure a live deal, show a cleaner quote, look at F&I opportunities, appraise a trade, and see where gross is won or lost before the deal is booked into the store's system of record. A personal workspace is the closer's scoreboard and book — not a second desk.

What it is not

  • Not a DMS replacement. The DMS remains the system of record.
  • Not a tax, legal, lender, or OEM system of record.
  • Not a second opinion on a payment the desk already produced. Product help explains the product; it does not recompute your deal.

Who it is for

  • Dealer teams — shared store settings, one desk workflow, manager visibility, F&I presentation, pipeline, and performance.
  • Solo sales and F&I people — a personal workspace to quote, follow up, and present professionally without waiting for the store to rip out its DMS.

The live tools

  • Structure — dealer workspace only. Desk cash, retail, lease, and one-pay when the store plan allows those deal types. Not available in a personal workspace.
  • TrackLine — working / sold / lost pipeline. Solo users see the same page labeled My Deals.
  • SummitValue — trade appraisal with market comps.
  • Performix — performance review.
  • Pulse — the home screen after you sign in. Dealer and solo homes are different on purpose.
  • SummitIQ — ask about your numbers (pace, gross, stuck deals). Not the same as product help.
  • Inventory and Recon are not shipped yet. Do not expect them in a live store.

Estimates use configured dealer (or typical solo) assumptions. Final terms still have to clear lender, OEM, and store rules.