Sales Team Management Software

Invite agents, control exactly what they can access with 408+ permissions, track performance with leaderboards, and motivate your team with achievements — all from one dashboard.

Most dealer systems give everyone the same login or basic "admin/user" roles. That means salespeople can see profit numbers they shouldn't, new hires can delete deals, and nobody knows who changed what. And tracking performance? You're pulling reports manually from three different systems.

Desk2Deal gives you complete control over your team. Every agent gets their own account with specific permissions tailored to their role. Performance is tracked automatically — deals closed, revenue generated, conversion rates, response times. Leaderboards and achievements turn daily work into friendly competition that drives results.

Manage your team, track performance, and drive results — all from your DMS.

Key Features & Benefits

• Email Invitations — Send invitations with a secure token link. New agents register and are automatically linked to your company and assigned role.
• Access Levels — Create custom roles — 'Sales Agent', 'F&I Manager', 'Lot Manager', 'Admin'. Each with exactly the permissions they need.
• 408+ Permissions — Control every action: view deals, edit inventory, export CRM, manage templates, approve discounts, and 400+ more individual permissions.
• Multi-Location — Create locations with GPS, assign agents, filter data by location. See which lot is performing best.
• Performance Metrics — Track deals created, completed, converted. Revenue generated, average deal size, response times — all per agent.
• Leaderboards — Weekly, monthly, and quarterly leaderboards. Rank agents by deals, revenue, conversion rate, or points.
• Achievements — Define custom achievements with criteria, rarity, and categories. 'First Deal', 'Top Seller', '$100K Month', and more.
• Activity Streaks — Track daily activity streaks per agent. Consecutive days of deal activity build streaks that motivate consistency.
• Point System — Earn points for every action — closing deals, completing signatures, updating CRM. Points feed into leaderboards and achievements.
• Performance Dashboard — Visual dashboard showing team metrics, individual stats, trends, and rankings. Managers see everything at a glance.
• Activity Logging — Full audit trail — who created what deal, who changed what field, who signed what document. Complete accountability.
• Team Overview — See all agents, their roles, locations, active status, and last activity from one management screen.

Frequently Asked Questions