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Submitted FNI Review Contracted
Active Apps847
Stock4,312
Pending Bank156
Signed Today23
FNI Pipeline — Applications to Bank Approval
BUILT FOR SOUTH AFRICAN AUTO DEALERS

QuickDMS — The Dealer Management System That Actually Works

From walk-in application to bank approval, contract signing, and delivery. One platform for car dealers, taxi operators, and commercial auto finance — with built-in document flow, FNI CRM, contract management, stock, accounts & SMS.

POPIA Ready Ubuntu + MySQL Windows Server + MSSQL Customized Version SA Data Sovereignty
Prefer secure form? Go to Contact Page — POPIA-compliant, encrypted, no spam

Most Dealer Software Wasn't Built for South Africa

Generic DMS tools miss the realities of SA auto finance. Here is what dealers actually face and how QuickDMS fixes it.

​​ ☒ The Problem

☒ Generic DMS that does not understand taxi associations and fleet finance workflows 

☒ Manual document tracking — papers get lost, deals stall, compliance gaps open 

☒ No visibility into which FNI agent is working which application today 

☒ Bank approval delays because contracts are not linked to applications 

☒ Stock, finance, and accounts running on three disconnected systems 

☒ Load‑shedding kills cloud‑only solutions with no local backup option

✅ The QuickDMS Fix

✅ Built specifically for SA auto dealers, taxi operators and commercial fleet finance 

✅ Built‑in document flow - every paper linked to its application, nothing lost 

✅ FNI CRM with diary tasks, assignments, transfers and real‑time pipeline visibility 

✅ Contract management tied directly to bank approval workflows - no gaps 

✅ Stock + Finance + Accounts + SMS - one database, 57 tables, zero silos 

✅ On‑prem or cloud hosting with local SA data sovereignty and UPS failover

From Application to Delivery — One Connected Flow

Three phases. One platform. Zero handoff gaps.

Capture
Process
Close

01 Capture the Application

  • Application intake from walk-in, taxi association, or dealer referral
  • Automatic document linking — every paper tied to its application
  • Real-time assignment to FNI agent with diary task creation
  • Existing customer history check for second vehicle eligibility
  • Referral and spotter commission tracking from day one

Entry Points

1 Walk-in Customer
2 Existing Customer
3 Referral / Agent
Submitted In Review

02 Process & Manage

  • FNI CRM with diary tasks, transfers, and pipeline visibility
  • Contract management tied directly to bank approval workflows
  • Management priority lists and call center sales diary
  • Integrated stock, finance, and accounts modules
  • Real-time status updates across all teams

Pipeline Stages

1 Priority / Non-Priority List
2 Call Center & FNI Assign
3 FNI CRM — Sales Engine
4 Bank Approval & Contract
FNI Review Bank Approval Contracted

03 Close & Account

  • Bank approval confirmation linked to contract signing
  • Delivery scheduling and automated SMS notifications
  • Accounts receivable tracking from bank to file closure
  • Cash book, stock update, and admin module sync
  • Immutable audit trail for POPIA compliance

Lifecycle Status

1 Approved Podium Rec
2 Approved to Invoice
3 Invoice to Finance Authority
4 Contract Received & Signed
Signed Declined File Closed

Every Module a Dealer Actually Needs

No bloat. No missing pieces. Six integrated modules that talk to each other through one database.

63 Data Fields

Application Management

The central hub. Capture walk-in, existing, and referral applications with full document linking. 63 columns track every detail from applicant ID to taxi association routes.

Built-in Document Flow — no loose papers
Sales Engine

Finance & Insurance CRM

Where deals actually happen. Assign applications to FNI agents, track diary tasks by calendar day, manage transfers between agents, and monitor every touchpoint until bank approval.

Diary Tasks: Today / Tomorrow / Overdue
Bank Ready

Contract & Approval Workflow

Generate contracts, track bank approval status, manage podiums, invoicing to finance authorities, and contract signing — all linked to the original application.

Approved → Podium Rec → Invoiced → Signed
20 Finance Cols

Finance & Accounts Receivable

Track bank receivables, update payment status, and close files on receipt. Cashbook with 14 transaction columns and detailed transaction types. Invoice generation with line-item detail.

File closes when payment is received
33 Product Cols

Vehicle Stock Management

Full product inventory with 33 columns — make, model, fuel type, location, acquisition source, trade-in tracking. Link vehicles directly to active applications.

From acquisition to delivery
9 SMS Tables

SMS Services & Notifications

Automated SMS queue, sent tracking, reply handling, and bulk SMS. Template management for finance updates and customer notifications. POPIA-compliant communication logging.

Queue → Send → Track → Reply
Proven on the Floor

Built for dealers.
Trusted by associations.

From Johannesburg ranks to Durban dealerships, the system that understands how South African taxi finance actually works.

Faster Deal Closure

From lead to signed contract in days, not weeks. Every document, every approval, every handoff tracked in one place.

0 Lost Bank Packs

Every association letter, route form, and client document filed and traceable.

100% Audit Trail

Immutable logs across every module. Who did what, when, and why.

Case Study

How a Johannesburg taxi dealership cut deal closure from 3 weeks to 5 days.

Full workflow breakdown: lead capture, document collection, bank submission, approval tracking, and same-day handover.

Request full case study
Verified References

References available on request.

Speak directly to floor managers, F&I heads, and dealership owners already using the system. No fabricated quotes — real operators, real results.

Request a Reference

Trusted by South Africa's Leading Auto Finance Institutions

SA Taxi • WesBank • Standard Bank • Absa • MFC • Investec

Built to support the document and compliance requirements of South Africa's largest taxi lender and major banks — including association letters, route permits, deposit confirmations, and full audit packs.

Simple Pricing. No Surprises.

One system. Every dealership size.

Base software licence. You choose how to host it — with us, your own server, or a 3rd-party provider.

Starter

Single Branch

1–5 users · 1 location

R2,999 /month

Software Licence Includes

  • Management
  • Call Centre Sales
  • Finance & Insurance
  • Accounts & Cashbook
  • Stock & Inventory
  • SMS Service

Hosting: Separate charge based on your choice — our cloud, your server, or 3rd-party provider.

Get Started
Most Popular Professional

Growing Dealer

5–20 users · 1–3 locations

R7,999 /month

Everything in Starter, plus:

  • Contract & Deal Closure
  • Reports & Analytics
  • Administration & Audit
  • Priority Support
  • Custom Workflows

Hosting: Your choice — we can manage it, or you bring your own infrastructure. Pricing quoted separately.

Get Started
Enterprise

Multi-Branch

20+ users · Unlimited locations

Custom

Everything in Pro, plus:

  • Multi-Branch Sync
  • Custom API Access
  • Dedicated Account Manager
  • SLA & On-Site Support
  • White-Label Options

Hosting: Fully flexible — self-hosted, our managed cloud, or hybrid. We quote based on your setup.

Contact Sales

Hosting is separate from your software licence.

Choose what works for your business: our managed cloud, your own Windows/Linux server, or a 3rd-party host. We help you set it up either way.

Discuss Hosting Options →

All plans include onboarding, staff training, and a 12-month immutable audit trail. No hidden setup fees. Cancel anytime with 30 days notice.