Sales — Customer Management

Manage every customer relationship in one place.

From first inquiry to lifelong customer, Wrapstart keeps every detail, conversation, document, and vehicle on one connected record — so you can grow recurring revenue and stronger relationships.

Customer record in Wrapstart — overview, vehicles, bookings, invoices and more

One complete record for every customer.

Unified profiles

Lead history, vehicles and jobs in one record.

Full timeline

Every message and document, kept together.

Automated journeys

Nurture customers and win repeat business.

Warranties

Coverage tied to each customer and vehicle.

Referral tracking

See who sends business and reward them.

Customer statuses

Flag VIPs and tailor how you treat them.

01 — COMPLETE CUSTOMER DATA

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
Customer timeline — warranties, invoices, messages and every event on one record
02 — CUSTOMER COMMUNICATION

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
Customer automation journey — SMS, email, tags and waits from job completion through a 2-year VIP nurture
03 — CUSTOMER WARRANTIES

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
Vehicles & warranties — active coverage per customer vehicle
04 — CUSTOMER REFERRALS

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
Customer referral history — referrals, conversions and rewards per customer
05 — CLIENT PORTAL

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
Client portal dashboard — branded sidebar with jobs, documents, payments, warranties and referrals; job progress, latest invoice and active warranty
Get started

Try Wrapstart free for 14 days.

Every feature unlocked. No credit card required. Import is so easy you’ll never need to hire a third party or pay for setup.

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Frequently
asked questions

What does Customer Management include?

It brings every customer detail into one record — lead-capture history, communications, documents, vehicle info, codes, attachments, install images, warranties, and referrals — so you can manage the full customer journey.

How does it help grow recurring revenue?

Automation journeys nurture relationships, encourage repeat business, and request reviews at the right time — turning one-time jobs into ongoing customer relationships.

Are warranties part of Customer Management?

Yes. Warranties are issued and tracked directly on the customer record — linked to the right customer and vehicle, with active, expiring, and lapsed coverage at a glance and portal access for clients.

Can it track referrals and VIP customers?

Yes. Wrapstart tracks how customers send you new business so you can reward them, and customer statuses let you flag VIPs and tailor how you treat each relationship.