FI showroom red and grey logo
MenuMENU
SearchSEARCH

DealerFenix Introduces Dealer Reporting, Workflow and Activity Solution

DealerFenix is a new system designed to improve process adherence and consistency, eliminate repetitive tasks, and automate activities.

by Staff
February 5, 2018
DealerFenix Introduces Dealer Reporting, Workflow and Activity Solution

 

3 min to read


DealerFenix is a new system designed to help dealers improve, streamline and automate processes. 

ALBANY, N.Y. — DealerFenix introduced a new reporting, workflow and activity solution for auto dealerships. The DealerFenix platform is integrated with, and sits on top of, a dealership management system (DMS) and is designed to improve process adherence and consistency. DealerFenix allows dealers to easily track key performance indicators (KPIs), eliminate manual and repetitive tasks, and automate dealership workflow processes to ensure nothing slips through the cracks.

“For more than 20 years, I have worked with dealers and watched the way they used their DMS and reporting systems, but there was always something missing,” said Praveen Tamvada, founder and president of DealerFenix. “Most processes in a dealership involve multiple people in several departments, and there has never been an easy way to track where a project is, who has done what, or who has yet to do something, until now.”

Ad Loading...

DealerFenix’s reporting system incorporates a dashboard that allows dealers to view KPIs across all departments in one application. Custom email and text notifications can be set up for any metrics that dealers want to track. Dashboard widgets allow dealers to drill down into transaction-level detail, and all reports are accessible on mobile devices, according to Tamvada.

“Most reporting systems just pull out and present data, but I designed DealerFenix to be intelligent and actionable,” he said, noting that most reports that show grosses from F&I or service aren’t accurate because they don’t factor in adjustments made in accounting. DealerFenix makes it easier to investigate discrepancies and includes these adjustments to provide managers with the most accurate information.

Workflow automation improves process adherence and provides a level of consistency that improves employee and customer satisfaction. The DealerFenix workflow solution allows the creation of if/then rules that eliminate repetitive and manual tasks. For example, when an RO is closed, DealerFenix can instantly send a notification to the customer that their vehicle is ready to be picked up and can automatically generate an invoice.

DealerFenix can be used to create a workflow for any dealership process. The solution comes with a number of built-in, customizable workflows including vehicle reconditioning, contracts in transit, accounts payable, title tracking and manager approvals. Every time a status change is indicated in the DMS, DealerFenix alerts the appropriate team members and triggers an actionable activity, leading to the completion of the next step in the process, Tamvada said.  

“So many processes in dealerships require different departments to work together, but without a system to track everything, people forget things or make errors that lead to costly mistakes. I set out to make DealerFenix more than just a reporting solution. This is an affordable system that includes a workflow and activity system designed to make dealers more successful.”

Ad Loading...

For more information or to schedule a demo, click here.

More F&I

Photo of man's hand on laptop computer keyboard with blank screen
F&IMarch 16, 2026

There Is Always one More Product

Helping F&I customers understand complementary offerings is likely to lead to more sales, based on the success of a high-performing practitioner of the philosophy.

Read More →
REGISTER FOR EFI 2026
F&Iby Kate SpataforaMarch 16, 2026

EFI Conference Extends Early Bird Discount as Room Block Nears Capacity

Ethical F&I Manager's Conference will take place at The Cosmopolitan Las Vegas on April 13–15, 2026.

Read More →
Industryby StaffMarch 6, 2026

Explore the 12 Rules for an F&I Life at EFI

EFI 2026 will take place April 13–15 at The Cosmopolitan Las Vegas.

Read More →
Ad Loading...
F&IMarch 4, 2026

Creating Your Own Economy

In this video, Reese Dailey explains how effective follow-up drives better results across the dealership, including increased sales, higher F&I penetration, and stronger customer retention.

Read More →
Industryby StaffMarch 2, 2026

Prove You Can Do F&I at EFI

‘So You Think You Can Do F&I’ is a live role-play contest taking place at the 2026 Ethical F&I Managers Conference.

Read More →
Industryby Lauren LawrenceFebruary 25, 2026

Report Finds Year-End F&I Strength

Deal volume ebbed and flowed throughout 2025, but product performance remained steady, according to automotive technology and data intelligence solutions provider StoneEagle.

Read More →
Ad Loading...
Industryby Hannah MitchellFebruary 23, 2026

Some Auto Brands Cheaper to Insure

A new top 10 list ranks the least expensive for average full insurance coverage on a clean driving record and high driver credit scores.

Read More →
F&IFebruary 13, 2026

Business Office Blueprint

Try following these 20 steps to greater success in the dealer F&I office this year.

Read More →
Industryby Lauren LawrenceFebruary 11, 2026

Insurance Shopping on the Rise

A TransUnion study found that relationship-driven sales models proved to be important, as consumers who used an agent had a lower shopping intensity than those going it alone.

Read More →
Ad Loading...
Industryby Hannah MitchellFebruary 4, 2026

Auto Insurance Cost Reprieve

2025 brought consumers relief after years of rate hikes, but 2026 could bring renewed policy pain, depending on how U.S. trade policy affects prices.

Read More →