Client & vehicle CRM
Every customer, tied to every car.
One record per customer: vehicles, service history, notes, quotes, invoices, and every text you have traded.
30-day free trial · Cancel anytime · Plans from $39/month
How it works
Client & Vehicle CRM, step by step
Add the customer once
Name, phone, email, and address go in once and carry onto every appointment, quote, and invoice. No re-typing to start a job.
Attach their exact vehicle
Add every vehicle a customer owns, with year, make, model, and trim. Each car keeps its own history, so three trucks stay sorted truck by truck.
Work straight off the record
Book an appointment, build a quote, or send an invoice right from the customer or vehicle, with their details and vehicle already filled in.
Everything logs itself
Every visit, quote, invoice, job, and text lands on the customer's timeline automatically. Open it months later and it's all there in order.
The vehicle is a real record, not a text box
Each car carries its own details, notes, and history. Every vehicle shows its next visit, last visit, and any balance still owed.
Notes on every car, and who you can text
Notes live on the customer and on each vehicle, so the scratched-bumper reminder sits on the right truck. The record also shows STOP and START opt-outs.
The money is always on the screen
See total revenue, appointment count, open quotes, and unpaid invoices on the record. Overdue invoices flag red and cold quotes get called out.
The whole conversation in one place
Every reminder, confirmation, and reply shows on the record next to its job. The customer's hub link, where they approve work and pay, is there too.
What you get
Walk up to any car and know its whole story before you touch it: last service, mileage, notes, and what's still owed.
Stop losing money in the cracks; overdue invoices and cold quotes are flagged right on the customer, not forgotten.
Go from a customer to a booked appointment, quote, or invoice in one tap, with their name and vehicle already filled in.
Give Autopilot the real visit history it needs to spot regulars who are overdue and write their win-back text.
Client & Vehicle CRM questions
Can I bring my existing customers and vehicles over?
Yes. Export from OrbisX, Urable, TintWiz, QuickBooks, or anything that writes a CSV, match the columns to Strata's template, and import it yourself.
Can one customer have more than one vehicle?
Yes. Add as many as they own. Each vehicle keeps its own service history, next and last visit, and open balances.
Can I text a customer from their record?
Yes, over two-way SMS on Pro and Premier, with nothing to set up. Texts log on the customer, and a reply of C confirms their appointment automatically.
More of the product
Get started
Get client & vehicle crm working this week.
Set up your shop in an afternoon and take the first booking the same day. Every plan runs the shop; texting starts on Pro.
