Customer Records

Client CRM

Track customers, vehicles, service history, and follow-up opportunities in one shop-owned record.

Shopcustomer memory in one place
Why it matters

You keep relationships organized without a separate sales tool.

The CRM is practical, not bloated. It exists so your team can answer who the customer is, what they drive, and what work is due next.

What it handles
  • Customer and vehicle profiles
  • Service history context
  • Follow-up and campaign support
Workflow
  1. Create customer records through booking, check-in, or dashboard entry.
  2. Attach vehicles and service history.
  3. Use the record for future visits and reminders.
Built for shops
  • Works with repair orders and invoices
  • Keeps vehicle history searchable
  • Supports retention work
YOUR NEXT REPAIR ORDER

See the whole shop
move as one.

Start with a real demo workflow. No credit card. No sales call required.