Your deal process, finally visible.
Stages Flow replaces the paper folders, Excel checklists, and "where's my deal?" phone calls with a structured digital workflow that every department can see in real time.
Your deal jacket hasn't changed in 30 years.
Manila folders with initials and checkmarks. Excel sheets shared across three departments. Sticky notes on monitors. Phone calls to Finance asking if docs are uploaded.
The deal jacket works. But it doesn't scale, it's not auditable, and it creates communication overhead every single day.
Every step. Structured. Timestamped. Visible.
Stages Flow gives every deal in Trnsact a Digital Deal Jacket. It automatically captures every document, verification, and note inside a digital, auditable workflow.
Every department gets a clear, shared view of progress and accountability. No more chasing folders. No more guessing.
Built into every deal. No separate tool, no extra tab.
Stages Flow runs inside the deal record. Configure once, track every deal automatically.
Configure your deal jacket for every department.
Every dealership works differently. Stages Flow lets you define custom stages and checklists for each department. Click a department below to see how it works.
See everything. Manage from one view.
Stages Flow gives you three views to manage your pipeline, measure efficiency, and report on performance.
Pipeline View
Drag-and-drop deal management across stages. See where every deal stands and move them forward with one click. Filter by department, user, or status.
Timeline View
Measure how long each deal spends in every stage. Identify bottlenecks and stalled deals before they affect funding speed or customer experience.
Reporting Module
Stage-level rollups by department and user. Conversion metrics, completion rates, bottleneck detection, and branch comparisons. Exportable for OEM and executive visibility.
Built for every seat in the dealership.
Sales Teams
Real-time deal visibility without chasing folders or calling other departments. Focus energy on deals closest to close.
Finance and F&I
Clear view of which deals are ready for next steps. Required uploads and approvals enforced before deals advance.
Credit and Operations
Clear view of which deals are ready for next steps. Required uploads and approvals enforced before deals advance. Automatic notifications when deals reach your stage.
Managers and Executives
Pipeline and Timeline views reveal bottlenecks and team performance without manual reporting. Aggregated analytics exportable for leadership.
Go deeper on what matters to your team.
Stages Flow solves two problems at once. Read about the one that matters most to you.
Your Dealership Runs on Checklists. It's Time They Went Digital.
Replace the paper inside your deal jacket with a digital checklist every department can see. Required items enforced. Nothing gets missed.
Read the blog →Do You Know Where Your Deals Stand Right Now?
Track every deal by stage. See your pipeline at a glance. Spot bottlenecks with timeline analytics and reporting before they cost you.
Read the blog →Your deal process, structured and visible.
Stages Flow is available now for all Trnsact dealers. Configuration takes minutes with our customer success team.