Automotive CRM that keeps bays busy and customers loyal

Service advisors greet customers with full visibility into vehicle history, prior recommendations, and warranty status. Suggested services are prioritized based on mileage, driving habits, and OEM schedules.

Technicians capture inspection results, photos, and videos that flow back to the advisor in real time, empowering transparent conversations with customers.

• VIN-specific service history with digital inspection checklists
• Mobile photo and video tools that build trust in recommended repairs
• Integrated payment links and financing options for approved work

Parts managers see upcoming appointments, enabling proactive ordering and allocation. Service advisors can reserve parts, track backorders, and communicate availability directly in the CRM.

Wholesale teams monitor delivery routes and customer purchase patterns so they can suggest stocking programs and promotions tailored to each shop.

• Parts request workflows tied to repair orders
• Inventory visibility across stores, warehouses, and supplier feeds
• Wholesale account dashboards showing purchase frequency and product mix

Segment audiences by vehicle type, service history, or loyalty tier to send personalized offers. Automations deliver oil change reminders, seasonal tire campaigns, and recall notifications.

Marketing dashboards connect campaigns to repair order revenue so teams know which promotions drive bay utilization.

• Email, SMS, and direct mail campaigns with dynamic offers
• Loyalty program tracking with rewards, points, and redemption history
• Integration with Facebook, Google, and direct mail partners

Franchise and corporate operators monitor performance across locations with dashboards tracking car count, average repair order, and labor efficiency.

Role-based permissions maintain brand standards while allowing local managers to tailor promotions and service packages.

• Location scorecards with productivity, CSI, and revenue metrics
• Automated alerts for underperforming KPIs and service campaigns
• Best-practice libraries for inspections, upsell scripts, and onboarding

Self-service portals let drivers schedule appointments, approve estimates, and track vehicle health. Two-way messaging keeps them informed from drop-off to pickup.

Integrate ride-sharing, shuttle scheduling, and pickup options to elevate convenience for busy customers.

• Online scheduling embedded on websites and mobile apps
• Digital authorizations with e-signature and payment capture
• Customer satisfaction surveys that trigger recovery workflows

Dashboards analyze technician productivity, parts gross profit, and marketing ROI. Leaders can compare regions, brands, or store formats to make informed expansion decisions.

Integrations with DMS and POS systems keep KPIs current while automations surface insights on declining visit cadence or low loyalty engagement.

• Repair order analytics by service category, advisor, and technician
• Churn risk alerts when customers miss recommended maintenance
• Executive dashboards connecting CRM data to store-level P&L