Smart CRM

Build Lasting Customer Relationships

View customer profiles, service history with privacy controls, and auto-populated vehicle info. Communicate faster with context and keep every visit consistent.

Complete Customer Management

Everything you need to understand, engage, and retain your customers in one powerful system.

Customer Profiles

Comprehensive profiles with contact details, notes, past visits, and auto-populated vehicle info.

Service History

Full history across visits with privacy controls for customer and shop data.

Communication Tools

Automated messaging, appointment reminders, and follow-up communications.

Customer Analytics

Insights into customer behavior, lifetime value, and retention metrics.

Customer profiles that tell the story

Keep vehicle history, notes, and contact details in one place so every advisor has the full context.

  • Unified view for customers and vehicles
  • Quick access to past visits and recommendations
  • Click to expand for full profile detail
Customer profile view with vehicle details and service history
Customer detail view with history and notes

Why Smart CRM Matters

Transform your customer relationships and see the impact on your bottom line.

Build Loyalty
Personalized service builds stronger customer relationships and repeat business
Stay Connected
Automated reminders for maintenance keep customers coming back
Schedule Smarter
Intelligent scheduling based on service history and customer preferences
Increase Retention
Proactive communication improves customer satisfaction and retention rates

Automated Communication

Stay connected with your customers without the manual work

Service Reminders

Automatic reminders for oil changes, inspections, and maintenance based on mileage and time

Follow-up Messages

Post-service satisfaction surveys and follow-up communications

Birthday & Anniversary

Special offers and greetings on customer birthdays and service anniversaries

Operational Impact

See how Smart CRM supports retention and repeat business

Higher
Customer Retention
More
Repeat Business
Less
Admin Time

Ready to Build Better Relationships?

Start transforming your customer relationships today with our Smart CRM system.

Ready to Build Better Customer Relationships?

Start transforming your customer relationships today with our Smart CRM system.

No credit card required • Unlimited users • Free data migration