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CRM and customer profiles

Leads, customers and their vehicles live in one place. See every quote, job, payment, warranty and message for a customer on a single profile.

AUTOSMAI CRM pipeline
Real AUTOSMAI screen.

What you can do

  • Customer profiles

    Contact details, vehicles, visit history and notes together.

  • Sales pipeline

    Move leads through your own stages and see what's stalled.

  • Lead sources

    Know which ads, referrals and channels bring paying jobs.

  • Follow-ups

    Assigned reminders so no quote goes cold.

  • Vehicles on every customer

    Year, make, model and VIN, with the work done on each car.

  • Business accounts

    Dealers and fleets with their own contacts, billing and rate cards.

  • Waitlist

    Keep interested customers in line when the schedule is full.

How it works

  1. A lead comes in

    From your booking page, a call or a lead form, with its source recorded.

  2. Quote and follow up

    Send a quote from your service menu and set a follow-up reminder.

  3. Win the job

    Move the lead to won and the customer, vehicle and quote carry straight into a job.

Try CRM free for 60 days

Every feature in your plan is unlocked during the trial. No credit card required.