Rate CRM

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Dashboard

Dashboard

Welcome back.

Recent Activity

Activity will appear here as you create contracts, documents, and notes.

Pipeline

View pipeline →

Upcoming renewals

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View all renewals →

Contracts

Manage client contracts and proposals.
ClientTitleStatusValueCreated

No contracts yet

Create your first contract to get started.

Notes

Internal notes, reminders, and client records.

No notes yet

Create your first note to get started.

Client Pipeline

Manage client rate increases, implementation timelines, and invoicing.

Submission Files

Documents for each OEM warranty-rate submission. Stored privately; share secure links with OEMs and dealers (coming next).

Settings

Manage your admin portal preferences.

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Support

Need a hand with the portal? We're here to help.

Get in touch

Open the in-app Help panel to search guides and file a ticket — it reaches the team with your account and page attached.

Prefer email? support@dealersthink.com

Rate Increase Renewals

Eligibility runs from each state's allowable interval (set in State Info), measured from the official approval date. Restart the submission before a dealer is due.
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Eligible now
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Due soon · ≤60d
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Awaiting approval
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Tracked total
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Log a rate increase
Pick a state and approval date to see the next-eligible date.