DealerTide capabilities: what the DMS does, module by module
What DealerTide does, module by module
DealerTide, by Renter Insight · Last verified September 23, 2026
DealerTide is a dealer management system for any dealership: manufactured home, RV, powersport, auto, and more. It runs CRM, inventory, deals, agreements, accounting, commissions, projects, service, warranty, and buyer and contractor portals in one login, on one customer record.
This page answers the questions buyers ask most, in plain yes-or-no terms. Every answer describes what ships in the product today. If something isn't listed here, ask us on a demo rather than assume it's there.
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CRM and sales
Leads, accounts, contacts and sales deals share one customer record, so every call, text, email, quote and task stays attached to the person who bought.
Does DealerTide include a CRM?
Yes. Prospecting, accounts, contacts and a sales-deal pipeline are built in. The CRM is the shared record underneath every other module, not a separate product.
Can we text and email customers from DealerTide?
Yes. Two-way SMS and email are sent from the customer record, and the conversation history stays with the contact for anyone on the team to see.
Does it connect to Gmail and Outlook?
Yes. Reps connect their Gmail or Outlook account with a secure sign-in (OAuth), so email goes out from their own address and replies land on the customer record.
Can reps send quotes?
Yes. The quoting tool builds quotes from inventory and sends them to the buyer as a shareable link they can open on any device.
Do quotes connect to the deal?
Yes. Every quote links to its sales deal, so the buyer, unit and pricing carry through without double entry.
Does DealerTide include task management?
Yes. Tasks can be assigned, scheduled and tracked from any record, and a workqueue, shared calendar and reminders keep follow-ups from slipping.
Will reps get notified in the app?
Yes. In-app notifications alert users to new leads, assigned tasks, reminders and customer replies.
Can we tag and segment records?
Yes. Enterprise tagging applies consistent tags across contacts, accounts, deals and inventory for segmenting, filtering and automation.
In the product
Lead prospecting and routing
Accounts and contacts
Sales-deal pipeline
Quoting tool linked to the deal
Two-way SMS and email
Gmail and Outlook connection (OAuth)
Task management, workqueue and calendar
In-app notifications
Enterprise tagging
Activity log on every record
Close the sale
Deal Desk
A point-of-sale tool for structuring a deal: pull the deal in, add trade, fees and add-on products, and work the numbers the buyer cares about.
Can we build payment scenarios?
Yes. Reps build several scenarios on one deal, with trade-in and payoff, cash down, fees, taxes, add-on products, rate and term, and compare them side by side.
Can we compare different homes or units for the same buyer?
Yes. The unit is a swappable slot in the scenario, so a rep can show the buyer comparable inventory at the payment they asked for.
Does the deal carry over without re-keying?
Yes. The buyer, unit, trade and fees come in from the sales deal, and the selected structure writes back to it.
Are old quotes kept?
Yes. Scenarios expire from the working view after a set window but are never deleted, so you can always show what was quoted, when, and by whom.
In the product
Multiple scenarios per deal
Unit swap and side-by-side compare
Trade-in and payoff handling
Configurable tax modes and fees
Add-on and protection products
Lender programs and rate tiers
Scenario validity window with full history
Write-back to the sales deal
Fill the lot
Inventory and manufacturer feeds
Units, parts and purchase orders in one inventory, fed by manufacturer catalogs so specs, photos and pricing arrive without retyping.
Can DealerTide import manufacturer inventory?
Yes. DealerTide connects to manufacturer catalogs including Champion, Clayton, Cavco and its brands (such as Palm Harbor and Fleetwood), and Timber Creek.
Does it handle parts?
Yes. Parts inventory and purchase orders live alongside unit inventory.
Can inventory be split across locations?
Yes. Every unit belongs to a location, and permissions and reports follow the location.
Can we bring our existing data in?
Yes. A built-in import and export tool handles bulk data moves.
In the product
Unit inventory for any dealer type
Parts and purchase orders
Manufacturer catalog connections
Clayton home-center and regional catalogs
Cavco dealer model lists across brands
Per-location inventory
Bulk import and export
Fill the lot
Website and marketing
Your website, listings, brochures, campaigns and social posts run off the same inventory your sales team quotes from.
Does DealerTide include a dealer website?
Yes. Every dealer gets a custom website, built for the dealership and fed from live inventory, plus landing pages you publish yourself.
Can we syndicate listings?
Yes. Inventory feeds are available for Zillow, MH Village and RV Trader.
Does it do email marketing?
Yes. Email campaigns, social media posting with an ad builder, printable brochures and ready-made marketing plays are included.
In the product
Custom dealer website
Landing pages
Home listings from live inventory
Syndication to Zillow, MH Village and RV Trader
Email campaigns
Social media posting and ad builder
Brochure builder
Starter marketing plays
Close the sale
Agreements and e-signature
Purchase agreements and forms fill from the deal and go out for signature by email or text.
Does DealerTide have e-signature?
Yes. Signers draw or type their signature, you set the signing order, and agreements go out by email, SMS or both.
Can we use our existing paper forms?
Yes. Upload a PDF and map its fields to deal data and signature spots, and it becomes a reusable template.
Is there an audit trail?
Yes. Each completed agreement gets a certificate with signer, time, method, IP address and a signature hash.
In the product
Templates with merge fields
PDF upload and field mapping
Drawn or typed signatures and initials
Signing order for multiple signers
Email and SMS delivery
Completion certificate and audit timeline
Document storage on the customer record
Close the sale
Finance and in-house loans
Set up and service in-house or owner-financed loans without a separate loan system.
Does DealerTide support owner or in-house financing?
Yes. Loans are set up with amortization schedules, and buyers can see their loan and make payments in the client portal.
In the product
In-house and owner-financed loans
Amortization schedules
Loan view and payments in the buyer portal
Run it all
Accounting and QuickBooks
A true double-entry accounting platform built into the DMS, or a two-way QuickBooks Online sync for dealers who want to keep their books where they are.
Does DealerTide have its own accounting?
Yes. DealerTide is a true double-entry accounting platform with a general ledger, chart of accounts, journal entries, budgets and year-end close. Every transaction posts both sides.
Can we connect our bank accounts and reconcile?
Yes. Bank connections bring transactions in automatically, bank rules categorize them, and account reconciliation matches them to the ledger.
Can we pay bills and print checks?
Yes. Track bills from entry to payment, enter expenses, record cash receipts and print checks directly from DealerTide.
Does DealerTide do 1099 reporting?
Yes. Vendor payments are tracked for 1099 reporting at year end.
Does DealerTide integrate with QuickBooks?
Yes. It connects to QuickBooks Online and syncs customers, inventory items, invoices, payments, vendors and bills, with account mapping, scheduled auto-sync, conflict rules and a sync history.
Can each location have its own QuickBooks company?
Yes. Connect one QuickBooks company for every location, or a separate company per location.
In the product
True double-entry general ledger
Chart of accounts and journal entries
Recurring entries
Bank connections and bank rules
Account reconciliation
Bill tracking and payments
Expense entry
Check printing
Cash receipts
1099 reporting
Budgets
Year-end close
QuickBooks Online sync, company-wide or per location
Run it all
Commissions
Commission plans calculate from the deal, so month-end payouts are not a spreadsheet exercise.
Does DealerTide calculate commissions?
Yes. Plans can pay a percentage of gross, a flat amount per unit, or volume bonuses at unit thresholds.
Can two salespeople split a deal?
Yes. A secondary salesperson can be credited on a split deal.
Can we pay on add-ons separately?
Yes. Commission can be based on add-on gross, such as delivery, setup, skirting and accessories, rather than front gross.
Are commissions approved before they pay?
Yes. Commissions are gated on deal approval in accounting.
In the product
Percent of gross
Flat per unit
Volume bonuses
Split deals
Add-on gross commissions
Approval before payout
Deliver
Projects and delivery
Every sold home or unit can become a project with tasks, costs, vendors and documents, so the work between signed contract and delivery is tracked in one place.
Can we track what happens after the sale?
Yes. A sold deal becomes a project with tasks, timelines, cost items and documents.
Can buyers see progress?
Yes. Project progress is visible to the buyer in the client portal.
Can we manage subcontractors and vendors?
Yes. Vendors and contractors are kept on file and tied to the project work they do.
Is there a contractor and vendor portal?
Yes. Contractors and vendors log in to their own portal to see the tasks assigned to them from projects and service tickets.
In the product
Projects created from sold deals
Tasks and timelines
Project cost items
Vendor and contractor records
Project update reviews
Contractor and vendor portal
Buyer-visible progress
Deliver
Service and warranty
Service tickets, warranty claims and what the manufacturer owes you, tracked against the same customer and unit.
Does DealerTide handle service?
Yes. Service operations track tickets, and buyers can submit service requests from the portal.
Does DealerTide track warranty claims?
Yes. Claims are filed and tracked against the unit and customer.
Can service work be assigned to outside contractors?
Yes. Tasks from a service ticket can be assigned to a contractor or vendor, who sees them in the contractor and vendor portal.
Can we track manufacturer reimbursements?
Yes. A manufacturer receivables view shows what each manufacturer owes on warranty work.
In the product
Service tickets
Buyer-submitted service requests
Contractor task assignment
Warranty claims
Manufacturer receivables
Deliver
Buyer, contractor and vendor portals
Portals under your brand: buyers see their home, their paperwork and what they owe; contractors and vendors see the work assigned to them.
Is there a customer portal?
Yes. Buyers log in to see project progress, documents, quotes, invoices, loans and service tickets.
Can buyers pay online?
Yes. Buyers can pay invoices from the portal.
Can buyers sign documents in the portal?
Yes. Agreements waiting on the buyer’s signature appear in the portal to sign.
Do contractors and vendors get a portal?
Yes. Contractors and vendors see tasks assigned to them from project management and service tickets, without calling the office.
In the product
Buyer: project progress
Buyer: documents and agreements to sign
Buyer: quotes, invoices and online payment
Buyer: loan details and service requests
Contractor and vendor: assigned project tasks
Contractor and vendor: assigned service tasks
Run it all
Automation, dashboards and administration
Workflow automation and nurturing you can create with AI in seconds, dashboards and reporting across every rooftop, and the controls a multi-location operator needs.
What reports are included?
Sales, inventory, financial statements, receivables and payables, cash and banking, tax and commission reports, plus a build-your-own report tool.
Does DealerTide support multiple locations?
Yes. Locations are built in, with per-location inventory, reporting and optional per-location QuickBooks.
Can we control who sees what?
Yes. Role-based permissions control access to each module, and multi-factor authentication is available.
Can we automate follow-ups and nurturing?
Yes. Workflow automation runs rules for follow-ups, status changes, reminders and nurture sequences without code.
Can AI build our automations?
Yes. Describe the workflow or nurture sequence in plain language and the built-in AI creates it in seconds, ready to review and turn on.
Are there dashboards?
Yes. Dashboards show sales, inventory and activity at a glance, across one location or every rooftop.
Is there an activity log?
Yes. Activity logs record who did what and when, across every module.
Can we search everything from one place?
Yes. Global search, one keystroke away, finds contacts, deals, inventory, quotes and more across the whole platform.
Is there built-in help?
Yes. A knowledge base inside DealerTide explains how each module works, so staff can find answers without leaving the app.
In the product
Workflow automation
Nurture sequences
AI-built automations in seconds
Dashboards
Report catalog by department
Custom report builder
Activity logs
Global search
Built-in knowledge base
Multi-location management
Role-based permissions
Multi-factor authentication
Frequently asked questions
What is DealerTide?
DealerTide is a dealer management system (DMS) for any dealership: manufactured home, RV, powersport, auto and more. It connects CRM, inventory, deals, agreements, accounting, commissions, projects, service, warranty and a buyer portal in one platform. DealerTide is built by Renter Insight.
Is DealerTide a CRM or a DMS?
A DMS. It includes a full CRM, but also runs inventory, deal structuring, agreements, accounting, commissions, delivery projects and service.
Who is DealerTide for?
Dealers that sell and deliver homes or units and want sales, back office and post-sale work in one system, from a single lot to multi-location operators.
Does DealerTide work for manufactured home dealers?
Yes. It connects to manufacturer catalogs including Champion, Clayton and Cavco, syndicates to MH Village and Zillow, handles add-on commissions for delivery and setup, and tracks the project from sale to move-in.
Does DealerTide have accounting?
Yes. It is a true double-entry accounting platform with bank connections, account reconciliation, bill tracking, expense entry, check printing, 1099 reporting and year-end close, and it also syncs with QuickBooks Online.
Does DealerTide integrate with QuickBooks?
Yes. It syncs customers, items, invoices, payments, vendors and bills with QuickBooks Online, either company-wide or per location.
Does DealerTide offer customer portals?
Yes. Buyers get a branded portal for progress, documents, signatures, invoices, payments, loans and service requests. Contractors and vendors get their own portal showing tasks assigned from projects and service tickets.
How much does DealerTide cost?
Pricing depends on locations, users and modules. Contact DealerTide for a quote.
See it on your own deals
Bring the five-workflow demo script and run it on us, then on every other vendor you're considering.
Capabilities described here are verified against the current DealerTide release. Module availability depends on your subscription. Third-party names (QuickBooks, Zillow, MH Village, RV Trader, Champion, Clayton, Cavco and others) are trademarks of their owners and are listed only to describe integrations.