Customer Deal Pencil
Trade + finance grid ready at appointment time.
What it does
Trade + finance grid ready at appointment time.
Customer Deal Pencil is part of JOEY's Deal Documents system. The boring part, handled. JOEY reads and fills deal documents, prepares signing packets, and packages the PDFs a deal needs, so the paperwork is ready when the customer is, instead of being the thing that slows the close.
Who it is for
Built for salespeople and dealership teams who want pdf documents handled automatically instead of by hand. If you are losing time or missing follow-ups in this part of your day, this is where JOEY takes the load off.
How to use it
- Turn it on from your JOEY command room (it runs inside your normal workflow).
- Set your pace and guardrails once, then let JOEY work it every shift.
- Watch it live in the dashboard and step in any time you want manual control.
In the Deal Documents system
Fills, signs, and packages the paperwork for you.
Related features
Ready to put JOEY to work?
See pricing, or get started and have Customer Deal Pencil running today.