CRM & Pipeline

Every lead, quote, and job in one clear pipeline.

ShopWrk gives tint, PPF, wrap, ceramic, and detailing teams a vehicle-aware CRM built around the way work actually moves through the shop.

Book a demo See your workflow, not a canned tour
CRMLive workspace

Sales pipeline

This week's opportunities

Open value

$18.4k

14 active · 5 ready to book
Focused: Priya · GR86 full-front PPF

Interactive product representation using illustrative example data.

The operational problem

A spreadsheet cannot show the whole customer journey.

When messages, vehicles, estimates, calls, and appointments live in different tools, the shop cannot see what is stalled or what should happen next.

Vehicle-aware customer records
Custom stages and clear ownership
Source-to-booking attribution

How it works

One connected workflow, from signal to completed work.

  1. 01

    Capture the opportunity

    New messages, calls, and forms create or update the right customer and vehicle record.

  2. 02

    Move the work forward

    Track the service, value, stage, owner, task, estimate, and latest conversation in one view.

  3. 03

    Turn the deal into a job

    An accepted estimate and deposit flow into scheduling without rebuilding the customer context.

What it can do

The feature-specific tools behind the outcome.

01

Vehicle-aware records

Keep each customer connected to their vehicles, previous work, open opportunities, and warranties.

02

Visual deal stages

See new, qualified, quoted, won, lost, and custom shop stages at a glance.

03

Tasks and ownership

Make the next follow-up and responsible person obvious before a lead goes quiet.

04

Complete activity

Review messages, calls, notes, estimates, documents, payments, and bookings in context.

From inquiry to install

A PPF lead never disappears between the DM and the bay.

The GR86 inquiry enters from Instagram, gets scoped, quoted, followed up, deposited, and booked while the same opportunity stays visible to sales and the install team.

Source and conversation retained
Estimate linked to the deal
Won work becomes a scheduled job

The measurable operating outcome

A pipeline the whole shop can act on.

Every opportunity keeps its customer, vehicle, service, conversation, quote, owner, and next step together.

Vehicle-aware customer records
Custom stages and clear ownership
Source-to-booking attribution

Frequently asked questions

Questions about CRM & Pipeline.

Is ShopWrk CRM built for auto styling shops?

Yes. Customer records, vehicles, services, estimates, deposits, jobs, and warranties are connected around tint, PPF, wrap, ceramic, and detailing workflows.

Can I customize the pipeline stages?

Shops can use stages that match their sales and production process while preserving a clear path from new inquiry to booked work.

Do messages and calls appear in the CRM?

Connected conversations and call activity stay attached to the customer and opportunity so the team can see what happened before taking over.

See CRM & Pipeline in your workflow

Bring the whole shop into one operating system.

We will map ShopWrk to your lead flow, services, calendar, and team, the way your shop already works.

Book a demo Built around your real shop workflow