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Sales Pipeline & Handoff: Prepared opportunities, not cold tasks.
Track every deal from first contact to delivered, with the evidence behind each step. Salespeople get a ready-to-work brief, and managers see which decisions are waiting on them.
- Pre-visit briefs
- Dealership milestones
- Proposals you approve
Example: on Monday at 8:00 AM, the Riverton Motors sales manager sees a prepared opportunity under Ready for salesperson. Lauren B. has a confirmed Saturday 10:30 AM test drive of a 2026 Highlander XLE, plans to lease, and sent trade-in photos of her 2021 RAV4. She asked whether she can end her current lease early, which is left for a person to answer. The card recommends calling before the visit with verified options, and the manager assigns it to Jordan.
The problem at your store
Salespeople walk in cold. Managers chase updates.
CRM stages get updated after the fact, and “sold” gets confused with “delivered”. Salespeople meet customers without knowing what was already said, managers chase reps for updates, and automation tools pile up busywork tasks.
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Appointments start from zero
The shopper already shared the budget, the trade and the timing. The salesperson hears it all for the first time on the lot.
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Stages lag behind the floor
Deals get moved at the end of the day, if at all, so the pipeline shows what someone remembered rather than what happened.
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“Sold” isn’t delivered
A deal marked sold can still unwind before the keys change hands, and owner follow-up that starts too early reaches the wrong customers.
What the research says Industry research, not QualiFlow results.
51%
of more complex customer questions got a dealer response within 24 hours in 2026 mystery shops, versus 78% of typical inquiries
Roughly1 in 3
attempted AI-to-human transfers failed in 2026 service scheduling mystery shops, sending customers to voicemail, disconnecting them or leaving them on hold
Capabilities
Every deal, with the evidence behind it
Aria does the routine work and records it. Your people get the moments where a person adds value, already prepared.
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Real dealership milestones
Assigned, contacted, appointment set and confirmed, showed, test drive, write-up, trade appraisal, credit, desking, manager T.O., F&I, funding, sold, delivered, lost and unwound. Each one shows who recorded it and when.
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A pre-visit brief for every appointment
Vehicle interest, budget, trade-in, questions asked and promises made, all on one card before the customer walks in.
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My Work holds only what needs a person
Approvals, exceptions and qualified handoffs, each with the reason, the evidence and a deadline. Routine Aria steps stay out of your to-do list.
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Proposals with a manager in charge
Aria drafts, and a manager approves the exact version before anything is sent. Figures come from your staff, never from guesswork.
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Visit outcomes in a few taps
Showed, test-drove, still shopping, the next step and when. Walk-ins get recorded too, so every showroom visit counts.
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Trade-in numbers that stay straight
The customer’s estimate, your approved appraisal and a verified payoff are kept separate and clearly labeled.
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Sold, funded and delivered stay separate. Owner follow-up starts only after the vehicle is actually delivered.
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Works beside your desk. QualiFlow tracks the credit, F&I and funding status your team records. It isn’t a desking tool or a DMS.
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Nothing waits out of sight. Urgent failures and unassigned work are never hidden from managers.
How it works
From a qualified shopper to a delivered car
Aria prepares the opportunity. Your team works the deal, and every milestone is recorded along the way.
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Aria qualifies and books
Vehicle, budget, timing, trade-in and purchase intent are saved with their source, and the visit is booked only once the customer confirms.
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The brief reaches the right person
The opportunity lands under Ready for salesperson with what the customer wants, what Aria already did and what is still open.
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Your team works the visit
Salespeople record the outcome in a few taps, and managers approve any proposal before it goes to the customer.
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Sold, funded, delivered
Each milestone is recorded with evidence. Delivery, not the write-up, is what starts owner care and service reminders.
A trade-in question on a Monday evening
Here’s how it plays out at a dealership like Riverton Motors, a fictional store: a shopper texts about trading in a 2019 Civic, and by the time Jordan starts his shift, the brief is waiting.
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7:18 PM
A shopper texts about trading in a 2019 Civic and asks what it could be worth.
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7:21 PM
Aria asks for photos and the mileage, receives three photos and about 41,000 miles, and adds them to the lead.
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7:22 PM
Aria explains that the used car manager gives a firm number in person, without guessing a value by text, and books an appraisal for Wednesday at 5:30 PM.
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Tuesday morning
Jordan finds the shopper under Ready for salesperson, with the photos, mileage and appraisal time in the brief. The trade value stays blank until your appraiser sets it.
What you can measure
See where every deal really stands
Milestones are recorded with who and when, so the pipeline reflects what happened on the floor, not what someone remembered to update.
- Appointments set, confirmed and showed, by salesperson and lead source
- Sold, funded and delivered, each counted on its own
- Unsold visits with a next step and a date, or none yet
- Proposals and exceptions waiting on a manager
The report shows demo data for a fictional store. Your numbers come from the milestones your own team records.
Demo data example of a Sales and delivery report for this month: 42 sold, 38 funded and 35 delivered. Unsold showroom visits from the last 30 days by next step: 19 with a call-back date, 11 with a second visit booked, 8 waiting on a matching vehicle and 3 with no next step yet.
FAQ
Questions sales managers ask
Briefs, proposals, milestones and what QualiFlow is not.
What’s in a pre-visit brief?
The vehicle the customer wants, new or used, budget, timing, trade-in and whether they plan to pay cash, finance or lease, plus the questions they asked and anything Aria promised a person would follow up on. Each fact is saved with where it came from.
Will Aria quote payments or trade values?
No. Aria never invents payments, APRs, discounts or trade values. Proposals are drafted for a manager, who approves the exact version before it’s sent. For trade-ins, the customer’s estimate, your approved appraisal and a verified payoff are kept separate and labeled.
What lands in My Work?
Only items that need a person: approvals, exceptions and qualified handoffs. Each one shows why it’s there, the evidence, the exact decision needed, the owner and when it’s due. Routine Aria steps stay out of the list.
Why track sold and delivered separately?
Because a sold deal can still unwind before delivery. Keeping sold, funded and delivered apart means owner follow-up and service reminders start only once the customer actually has the vehicle.
Is QualiFlow a desking tool or a DMS?
No. QualiFlow isn’t a desking tool, DMS, credit application or F&I menu. It prepares opportunities for your team and tracks the credit, F&I and funding status your team records, with the evidence behind each step.
Every lead gets a reply
Never leave a lead waiting until morning.
Aria answers, qualifies and books test drives around the clock, in English, Spanish and French, inside the rules you set.
Set up your workspace in minutes. Nothing goes out to customers until you switch Aria on.
