Customers, vehicles and service jobs – full picture in one place.
EasyCRM helps auto repair shops track customers and their vehicle details, handle enquiries via WhatsApp, email and phone, and issue repair quotes – without spreadsheets or paper files.
Customer, enquiry and vehicle details together.
The core of a repair shop is the customer–vehicle combination. In EasyCRM you store each customer as a contact and a service enquiry as a lead or an opportunity. You add vehicle details – registration plate, VIN, make, model, year – in custom fields on the lead or opportunity. On each enquiry you see its activities, notes and issued quotes. No leafing through paper files or searching emails.
- Custom fields on leads and opportunities – plate, VIN, make, model, year (Standard and Pro plans)
- Activities and notes on every enquiry
- Quotes and orders in one place
- Search contacts by name, email, phone or company
Enquiries via WhatsApp, email and phone – one place.
Repair shop customers reach you through different channels: one calls, another sends a WhatsApp message, another an email. EasyCRM brings WhatsApp and email (Google Workspace or Microsoft 365) messages into one shared inbox. An inbound call via VipTEL shows a pop-up with the customer's name if their number is saved in the CRM, and every call is logged with date, direction and duration. The whole team with permission works from one inbox.
- Inbound call pop-up with the customer name (VipTEL)
- Call record – direction, duration, time, contact
- WhatsApp Business and email (Google / Microsoft) in one inbox
- A shared inbox for team members with permission
A repair quote – as a PDF.
When a customer comes in for diagnostics or describes a fault, you create a quote right in EasyCRM. From the product catalogue you pick the labour (e.g. replacing brake pads, engine diagnostics) and spare parts, assign a VAT rate to each line and download the PDF. When the customer accepts, you convert the quote to an order in one click, and the order moves through the statuses confirmed, in progress and completed. You add activities and tasks for technicians to the opportunity. There is no built-in integration with DMS systems or parts catalogues – EasyCRM handles the customer relationship, not technical stock processes.
- Product catalogue – labour and materials with prices and VAT
- A PDF quote
- Quote-to-order conversion
- Order statuses: confirmed – in progress – completed
- Activities and tasks for technicians on the opportunity
Benefits of EasyCRM for auto repair shops.
- Vehicle details in custom fields – no paper files
- WhatsApp, email and phone communication in one place
- A pop-up with the customer name on an inbound call
- PDF quotes straight from the CRM
- An overview of orders and their status for the whole team
- Reports: revenue forecast, wins and losses, lead attribution
- 14-day free Pro plan trial – no commitment
Repair shops' questions about EasyCRM.
Start organising customers, even without a DMS.
Register for free and try EasyCRM for your repair shop – no commitment.