Live · Scoring in real time

Your floor is leaking
deals before they reach the desk.

Payment comfort. Trade position. Switch opportunity. Real buyer intent. Every customer on your lot shares this — and right now it lives in your rep's head for ten minutes, then disappears. Entake captures every conversation as structured buyer intent, scores the opportunity, and gives your desk the deal strategy before the customer walks.

Built by dealership operators Live in days, not months Built for automotive — only
app.entakeai.com / cna · live
Buyer Profile · CNA Marcus T.
Vehicle2025 Tahoe / New
Payment$600–700/mo
Trade2021 Silverado
CreditGood
TimelineThis week
Intent Index High
82 / 100 Auto-scored
Payment feasibility30 / 30
Vehicle commitment15 / 20
Time urgency15 / 15
Floor Demand · Today 8 CNAs
SUV72%
Truck18%
Sedan10%
See It In Action

See Entake in 60 seconds.

Watch how Entake turns the customer conversation into the deal strategy your desk needs — before the buyer disappears.

Captions on · 60 seconds · Real product

The Problem

Most stores only review the deals they sold.

The real money is hidden in the deals that got mishandled before they ever reached the desk — and the customers who walked because of it.

What management never sees
01What payment the buyer was actually comfortable with — not the one the rep wrote down.
02Whether the rep got a real trade number early enough to control the deal.
03Whether the buyer was on the wrong car — and whether a switch opportunity was missed.
04Whether the objection was real, or whether the rep mishandled it and lost the close.
05Whether the customer was closeable before the desk ever got involved.
06Which buyer profiles your floor is actually working — versus what last month's closed deals say it wants.
What Entake makes visible
01Every customer conversation captured as structured buyer intent — payment, vehicle, trade, credit, timeline, objection pattern.
02Your desk starts every deal with real intelligence — not just a name and a phone number.
03Every CNA auto-scored for buyer intent. The desk knows which deals to work first.
04Every rep runs the same discovery structure. When a deal goes sideways, you can see exactly where.
05Switch opportunities, payment objections, and trade signals surface in the moment — not after the customer walks.
06Live floor demand by vehicle type, payment range, and credit profile — plus a 50-mile view of your trading area.
The Platform

One system. Three operating advantages.

Capture the conversation. Control the deal. Coach the rep. The three things every dealership manager wants to do — and the three things every other tool only handles partway.

01 · Capture

Capture the conversation, not just the lead.

The CNA (Customer Needs Analysis) structures every sales interaction into real buyer intent — payment comfort, vehicle preference, trade position, credit profile, down payment type, purchase timeline, and objection pattern. Captured in the conversation, not reconstructed after the deal falls apart.

30+ data points / buyer AI vehicle reco CRM push
02 · Control

Control the deal before the desk ever sees it.

Every active buyer profile is visible to the desk before the deal escalates. Intent score, equity position, deal complexity, switch elasticity — translated into plain-English deal strategy your manager can act on in seconds. Not after the rep needs help.

Real-time deal posture Buyer intent scoring Floor visibility
03 · Coach

Coach the actual behavior that cost the deal.

Every CNA shows you exactly where discovery broke down. System Coach lets reps practice the objection live before they face it on the lot. Coaching stops being a vague conversation and becomes a behavior queue tied to the same discovery process your store uses every day.

Entake System Live scenario practice VIN walkaround
The Foundation

All three layers run on the Entake Engine.

Dealer-specific scoring built around real showroom variables — not a generic AI layer pointed at your dealership.

The Engine

Dealer-specific scoring. Built for the floor.

The scoring and insight algorithms behind every CNA, every coaching session, and every market view. Tuned around real showroom variables — payment posture, trade situation, switch elasticity — not a generic intent model.

Intent Index
Engine v1.0 · Proprietary
0–100 buyer intent scoring from multiple weighted signals.
Every CNA is automatically scored across 30+ points including payment feasibility, vehicle commitment, switch elasticity, time urgency, and behavioral signals. Your desk knows which buyers to prioritize before the deal escalates — not after it falls apart.
Auto-scored on every save
Deal Insights Engine
Engine v1.0 · Proprietary
Auto-generated desk strategy from raw buyer data.
Equity position, payment pressure, decision friction, deal complexity, switch elasticity — Entake translates every CNA into a plain-English deal summary your desk can act on in seconds. No spreadsheet. No manager huddle. No "what did the customer actually say?"
Generated in real time
Entake Scoring Rubric
Engine v1.0 · Proprietary
Behavior-level coaching insight, rep by rep.
Every System Coach session is scored across four specific pillars. Weighted, consistent, and objective. Managers see exactly where each rep is losing deals in practice, before they lose them on the lot.
A / I / B / C weighted
Demand Aggregator
Engine v1.0 · Proprietary
Live demand patterns from your market, not last quarter's report.
Local market and regional demand patterns — trade rate, payment ranges, credit mix, vehicle preferences, plus many other key data points. Aggregated live from structured buyer data captured across your rooftops. Your 50-mile view. Your regional view.
Built from live CNA records
See the Engine in Action →
Rep Adoption

The app reps use because it helps them sell.

Most software fails because management buys it and reps ignore it. Entake works in reverse — every feature is something a salesperson actually wants in their pocket on the floor. Management gets the data because reps get the value.

VIN scan gives them walkaround confidence

Pull any vehicle's full feature breakdown and a structured walkaround script in seconds. Reps sound like they've been on the floor for years — from day one.

CNA gives them a conversation that doesn't stall

Structured discovery, mobile-first, captured during the walk. The rep stays in control of the conversation — and the data gets captured at the same time.

System Coach lets them practice before the shift

Live scenario practice on the most common objections — payment, trade, credit, timeline, switch. Reps rehearse the moment before they face it on the lot.

Manager visibility creates automatic accountability

Reps who log CNAs know their managers can see the pipeline. The accountability is built into the workflow — not bolted on as another report.

CNA Completion
79%
Daily Opens
4.2/rep
Data fields per CNA28 avg
Buyers w/ payment data84%
Trade info pre-desk71%
Target operating benchmarks · healthy Entake rollout
How It Works

From first conversation to manager action.

Three steps. One platform. Every sales interaction becomes structured intelligence the whole store can use.

01

The rep captures the conversation

Every customer interaction runs through a structured CNA — mobile-first, on the lot, during the walk. Payment comfort, vehicle type, trade position, credit, timeline, objection pattern. Captured as data, not stored in memory.

  • 30+ structured buyer data points
  • AI vehicle recommendations based on profile
  • One-tap CRM push with the full buyer profile attached
02

The desk sees the deal posture

Every CNA is auto-scored for buyer intent and translated into deal strategy — payment pressure, equity position, switch elasticity, decision friction. The manager sees the deal before the rep needs to ask for help.

  • Intent Index score on every active buyer
  • Plain-English deal summary, generated in real time
  • Live floor pipeline with priority sorting
03

The manager coaches the gap

Discovery breakdowns surface as coaching opportunities. The same system that runs the conversation runs the rep's development. Coaching stops being a vague conversation and becomes a behavior queue tied to real captured data.

  • Live scenario practice on real objections
  • Rep-by-rep behavior visibility, not just close rate
  • Floor and 50-mile market views, compounding over time
The Compounding Advantage

See what your buyers are asking for, before they walk.

Most stores manage from last month's closed deals. Entake shows you what's actively being shopped on your floor — and what your trading area is asking for — right now, this week.

This is the longer-term moat. The longer your store runs Entake, the more your buyer data compounds — first into floor-level demand, then local market views, then regional patterns. Most dealerships never see this data at all.

See the Data Dashboard →
$572/mo

Avg Payment Intent

What buyers on your floor are actually comfortable paying

72% SUV

Top Vehicle Type

What your buyers are asking for, not what you stocked last month

71%

Trade Rate

Percentage of active buyers coming in with a vehicle to trade

5 / 8

Ready This Week

Buyers with a purchase timeline of days, not months

50 mi

Local Market Radius

Demand data aggregated from buyers in your actual trading area

79%

CNA Completion Rate

Structured discovery actually completed before the customer reaches the desk

Built For

Built for stores where every missed deal matters.

Entake is built for independent and growing dealerships that need better sales execution without adding another bloated vendor platform.

30 to 120 units per month
Active desk manager or owner involvement
Salespeople with uneven skill levels
Inconsistent CNA or discovery process
Missed switches, weak follow-up, unclear deal notes
Managers who want to coach from facts, not stories

Each role on the org chart gets a different piece of the system — and a different reason it matters.

Dealer Principal

Stop buying inventory from last month's sales report alone.

You're stocking from what closed. Entake shows you what your floor is actually working — and what your trading area is asking for — before the next order hits the auction. That's a decision-quality advantage no competitor has unless they're also using Entake.

  • Real-time demand data across your rooftops
  • Local market intelligence for your trading area
  • Accountability without micromanaging the floor
General Manager

Know which deals are real before your manager gets the excuse.

Right now, you find out what a customer wanted when the deal falls apart. With Entake, every active buyer profile is visible to you — payment, vehicle, trade, timeline — before the rep ever needs help. You work the floor with information, not guesswork.

  • Every buyer profile visible before the desk
  • Structured data from every rep, every conversation
  • Faster ramp for new hires with guided practice
Sales Manager

Coach the actual behavior that cost the deal.

When discovery is structured and captured, you can actually see where it broke down — whether the rep got the payment, asked about the trade, built vehicle certainty. You stop coaching from memory and start coaching from a record. And your floor stops losing data every time a customer walks.

  • See every rep's discovery quality, not just their close rate
  • Behavior-based coaching queue from real data
  • Consistent process so the data is actually comparable
Built By An Operator

Software built by someone who has actually worked deals.

Entake was built from the floor up by dealership leadership that has managed sales teams, desked deals, trained reps, rebuilt process, and watched revenue disappear inside inconsistent conversations.

That's why Entake doesn't start with another dashboard.

It starts where the deal actually starts: the customer conversation.

FAQ

Straight answers.

Questions we hear from dealers before they get started.

What data does the CNA actually capture?
The CNA captures 30+ structured data points per customer: full buyer profile (name, contact, salesperson), vehicle preferences (new or used, type, specific model, features priority), financial profile (payment comfort range, down payment type and amount, trade-in vehicle and equity), credit self-assessment, purchase timeline, and free-form notes from the conversation. All of it stored, searchable, and visible to managers — not locked in a rep's memory or a sticky note.
How is this different from our CRM?
A CRM records what happened after the deal started — contact info, lead source, deal stage, gross. Entake captures what happens before the deal starts — what the customer actually wants, what they can pay, what they're trading, when they're ready. Your CRM can store notes. Entake structures the conversation before the desk ever sees the deal. And when a buyer is ready, Entake pushes an enriched buyer profile into your CRM so the desk starts with real intelligence instead of a name and a phone number.
How does Entake make us money?
Entake helps management see buyer intent earlier, identify missed switches, coach weak discovery, and prioritize closeable opportunities before they go cold. The financial lift comes from better deal control, better rep execution, cleaner follow-up, and fewer customers leaving without management ever knowing why. The cost of one mishandled deal a month covers Entake. The cost of one missed switch a week is a different conversation entirely.
Do my salespeople have to change their whole process?
No. Entake gives the conversation structure. It does not force your store into a scripted, robotic process. Reps still sell like humans — they just have a structured way to capture the conversation as they go. Management gets consistent data from every interaction without turning the sales floor into a call center.
We already do training. Why is this different?
Most dealership training is event-based — a week of onboarding, a quarterly meeting, maybe a YouTube playlist. Entake is continuous. Reps use it daily, not because they're required to, but because it makes them better at their job on the same day they use it. And critically, the training system is the same system that captures buyer data. You're not running two separate tools — the rep practice and the customer discovery happen in the same platform.
My reps won't use another app. Why would they use this one?
Because it makes them better at their job on the same day they use it. System Coach practice in the morning leads to better objection handling in the afternoon. VIN decode on the lot means they sound like a product expert in front of a customer right now. The mobile-first design is as fast and easy as anything else on their phone. And reps who log CNAs know their managers can see the pipeline — which creates its own accountability without constant follow-up.
Is this software, or with rollout support?
Both. Entake is software, but it ships with the methodology, onboarding, and rollout support required to actually make it stick. We have seen stores buy software that nobody used — Entake is designed so the methodology (the Entake System) and the data capture happen in the same flow. Your team gets the rollout help to make adoption real, not theoretical.
How long does it take to implement?
Reps can be active on the platform within their first week. Full setup — branded login, team access, methodology configuration — is done in the first session. There is no IT integration required and no months-long rollout. Your store starts capturing buyer data from the first shift. The market intelligence builds from there.
Is this for one rooftop or dealer groups too?
Both. Each rooftop gets its own branded environment, its own team, and its own admin. Group-level intelligence across all stores is available for dealer principals — including cross-rooftop demand comparisons and regional market views. The multi-tenant architecture was built specifically to scale across rooftops without losing per-store detail.
What if I already have a DMS and a CRM I'm happy with?
Entake doesn't replace either one. Your DMS handles units and deals. Your CRM handles pipeline and follow-up. Entake fills the gap they both leave open — the actual buyer conversation, before a deal ever exists. And when a buyer is ready, Entake pushes a fully structured buyer profile into your CRM so the deal desk starts with real intelligence instead of just a name and a phone number.
Get Started

Find out where your floor is losing revenue.

Every week your floor runs without structured discovery is another week of deals walking out the door — and you'll never know which ones were closeable. Take 90 seconds to find out where your store is leaking, or book a 20-minute demo with the team.

Start with the 90-second Buyer Intelligence Assessment

Answer a few questions about your sales process, lead handling, CNA discipline, and close-rate visibility. We'll show you where your store is likely leaking deals before they reach the desk.

Take the Assessment →
Built specifically for automotive Onboarding and methodology included Live in days, not months