Customer & Fleet CRM
360-degree customer intelligence. Know every vehicle, service milestone, and conversation in your shop's history.
What Sets Customer Management Apart
Designed directly for the shop floor to eliminate wasted hours and manual paperwork.
- Complete customer profile with multi-vehicle household & fleet grouping
- Full chronological service history, past invoices, and inspection reports
- Two-way SMS and email conversation history tied to customer profiles
- Fleet corporate billing profiles with PO tracking and tax-exempt certificates
- Automated service milestone & preventive maintenance reminders
Engineered For Eeveryday Automotive Workflows
Every button, screen, and workflow step has been validated on real independent shop floors.
Capability 01
Linked Vehicle & Service Timeline
Every customer profile groups their vehicles with a complete chronological timeline of appointments, inspections, estimates, repair orders, and invoices so any advisor has full context in seconds.
Immediate Shop Benefits
- Instant visibility into each vehicle's service history
- No duplicate customer records or lost notes
- Faster, more informed conversations at the counter
Capability 02
Consolidated Communication Hub
All phone notes, text messages, estimate links, and invoice emails reside in one searchable timeline accessible by any advisor.
Immediate Shop Benefits
- All phone notes, text messages, estimate links, and invoice emails reside in one searchable timeline accessible by any advisor.
- Every team member has full context instantly
- Faster resolution of customer inquiries
Capability 03
Automated Retention & Lifecycle Triggers
EDGE AutoSoft monitors vehicle mileage projections to automatically trigger service reminders for oil changes, timing belts, and brake checks.
Immediate Shop Benefits
- Brings customers back on a predictable schedule
- Keeps bays filled during slow seasons
- Automated marketing requiring zero staff time
How Customer Management works
Clear handoffs from customer check-in to vehicle pickup.
Customer Quick-Add
Enter phone or name to instantly load linked vehicles and notes.
Attach Preferences
Record communication preferences, fleet terms, or special handling notes.
Log Interactions
All SMS messages, approvals, and visits log chronologically.
Automate Retention
Intelligent mileage projections trigger timely maintenance outreach.
Works Seamlessly With
EDGE AutoSoft modules share data automatically so you never re-enter customer or vehicle information.
Scheduling
Never overbook a bay or underutilize a technician. Smart shop capacity that drives predictable daily revenue.
Work Orders
The central heartbeat of your shop floor. From intake to final road test without losing a single paper job card.
Google Reviews
Turn satisfied repair customers into a flood of 5-star Google reviews. Dominate local search in your town.
Ready to Give Your Shop The EDGE?
Book a 1-on-1 demo and we’ll show you how EDGE AutoSoft streamlines intake, inspections, estimates, and payments on your real shop workflow.