CRM and Lead Follow-Up for Independent Auto Shops

Independent repair, detail, tint, wrap, PPF, specialty service, and performance shops that quote jobs by phone, text, and form and need those requests tracked in one place.

Not by default. The CRM layer typically owns capture, qualification, quote follow-up, and attribution, then hands booked work to the shop management system already in place. Integration is scoped only where that platform supports it.

Enough to quote without three rounds of messages. A common set is year, make, model, the service requested, timeline, contact name, and a required phone number, plus photo upload where the service benefits from it.

Where the shop's booking or payment tools support it, yes, and the connection is confirmed during scope. Where they do not, the workflow routes the request to an advisor with the detail needed to close it by phone.

Sequences acknowledge the request and collect missing vehicle detail, then hand the thread to a named person. Stop rules end the automation the moment the customer replies, books, or opts out.

The shop. The CRM is licensed in the shop's name, the customer data belongs to the shop, and access, workflows, and documentation are handed over at the end of the build.