Complete, integrated customer data — nothing lost.
Everything captured from a customer's first touch as a lead through every job they book builds one living record. It's the database that powers their journey — driving recurring revenue and stronger relationships.
- Data captured while they were a lead
- When they converted into a customer
- Every communication sent to them
- Every document shared
- Vehicle information & VIN
- Codes, attachments & install images
Grow every relationship on autopilot.
Customer automation journeys nurture relationships, encourage repeat business, and request reviews at exactly the right moment — without manual follow-up.
- Customer automation journeys
- Grow and deepen relationships
- Encourage repeat business
- Automated review requests
- Every message tied to the customer
Protect your installs and strengthen trust.
Issue, track, and manage warranties tied to each customer and vehicle — and give clients a professional portal for coverage and service records.
- Branded digital warranties at job close
- Auto-linked to customer & vehicle
- Active / expiring / lapsed tracking
- Renewal opportunity alerts
- Customer portal access to coverage
Know your best customers and reward them.
Track how customers send you new business so you can thank and reward them — and use customer statuses to recognize your VIPs and tailor how you treat every relationship.
- Track referrals back to the source
- Reward customers who send business
- Customer statuses (VIP and more)
- Spot your most valuable relationships
- Tailor outreach by status
Give customers a portal they actually love.
Every customer gets one easy, self-serve home for their entire relationship with your shop — fully customizable, styled to your brand, and embeddable anywhere so they never leave your website.
- All of their jobs, documents & globally shared files
- Complete payment history
- Warranties and warranty claims
- Referral data and referral tracking
- Deep styling controls to match your brand
- Embed into any existing website
