The engine room behind every booked job
Leads slip through the cracks not because shops don’t get them, but because nobody’s tracking them. A quote goes out, the customer goes quiet, and there’s no system watching. CRM & Workflow Automations is the engine that catches every lead and pushes it forward automatically.
It ships with pre-built pipelines, 90+ tags, lead-capture flows, and database reactivation running across 50+ workflows that track every lead and repair order from first touch to paid invoice.
- Pre-built pipelines — visual stages from new lead to estimate to booked to paid, ready out of the box.
- 90+ tags — automatic labeling by service, vehicle, source, and status so nothing is unsorted.
- Lead-capture flows — every form, call, chat, and DM lands in one place and starts a workflow.
- Database reactivation — campaigns that mine your existing customer list for dormant work.
Nothing falls through the cracks
The 50+ workflows are the invisible staff that move every lead to the next step without anyone remembering to.
- A new lead is tagged, added to a pipeline, and put into the right follow-up sequence automatically.
- An estimate sent triggers nudges; a job booked triggers reminders; a job completed triggers a review request.
- Stages and tags update themselves as the customer moves, so your board always reflects reality.
A declined estimate — without vs with CRM & Workflow Automations
Customer declines a $900 estimate → it lives in a paper folder → no tag, no pipeline, no follow-up → the job is gone for good
Estimate declined → contact auto-tagged and dropped into a revival workflow → seasonal follow-ups go out for months → customer comes back and books when they're ready
The backbone everything plugs into
This is the layer the rest of the snapshot runs on. Every booking from Appointment Automation, every message from SMS Automation, every review request from Review Harvesting, and every lead from the AI Receptionist flows into these pipelines and tags — giving you one clear view of every lead and RO.
Do I have to build the pipelines myself?
No. Pipelines, tags, and all 50+ workflows ship pre-built for auto repair and are imported into your account ready to run.
What is database reactivation?
Automated campaigns that text and email your existing customer list — people due for service or past work — to rebook them at a fraction of the cost of new-lead ads.
What are the 90+ tags for?
They automatically label each contact by service, vehicle, lead source, and stage so every customer is sorted and reachable without manual data entry.
Can I edit the workflows?
Yes. Everything is fully editable in your account, and we tailor it to your shop during install.