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Customer CRM
Every customer, vehicle, and history in one place.
Your shop's five-year memory, in one searchable place. Every customer, every vehicle they've owned, every appointment you've done, every quote, every payment, every photo, every SMS — threaded into a single timeline that loads the second someone walks in the door. Search by plate, VIN, phone, or a guess at the name. No more spreadsheets, no more paper folders, no more asking the tech if you've done this car before. The record stays clean because the product forces it to.
No credit card
Cancel anytime
app.salesthumb.com/customers/sarah-kim
Features, zoomed in
The parts that actually move the needle.
Three capabilities built specifically for the day-to-day of a working shop.
Deep dive · 01
Find anyone in under a second
Global search ranks every customer, vehicle, quote, invoice, and appointment in one live results list. Type three characters of a name, four digits of a plate, six digits of a VIN, or the last four of a phone — it all resolves instantly. No "Customers" tab → filter → scroll. The moment someone walks in, you already have the right record open.
- Plate, VIN, phone, email, name, invoice #, or vehicle color
- Live ranking — best match first, no Enter key needed
- Keyboard shortcut (⌘K) from anywhere in the app
- Recent-searches sidebar for walk-ins you see every week
app.salesthumb.com/search?q=BLK4U
⌘K
5 results · 12msLive search
Customers
Sarah Kim
(512) 555-0142 · plate BLK4U
Vehicles
2019 Audi S5 · plate BLK4U
VIN WAUB4CF50KA066... · Sarah Kim
Invoices
INV-01238 · $529.00 paid
Sarah Kim · 2019 S5 · Jan 8
INV-00917 · $471.00 paid
Sarah Kim · 2019 S5 · Aug 14 2024
Quotes
Q-1189 · $529 approved
Sarah Kim · carbon front 2 · Jan 5
↑ ↓ Navigate↵ Openesc Close
Deep dive · 02
The service story, one scroll
A customer's service history — appointments, quotes, invoices, photos, warranty — is visible from their profile instead of hunting across four tabs. Recent activity previews on the profile itself, with a link into the fuller history.
- Appointments, quotes, invoices, and payments visible from one profile
- Photo galleries linked to the vehicle and the visit
- Warranty certificates attached to the vehicle record
- Staff-action audit log for record-level changes (who edited what, when)
app.salesthumb.com/customers/sarah-kim#activity
Sarah Kim · recent activity
12 months of jobs, payments, and photos
AllJobsMoneyPhotos
Uploaded 4 install photos
Today · 2:45 PM2023 CX-5 · ceramic full 7 (after) · Alex T.
Payment $971.00 — card ending 4218
Today · 10:32 AMINV-01310 marked paid · System
Quote Q-1310 approved · Better tier
Apr 18 · 9:02 AM$971 · deposit $291 paid · Alex T.
Booked appointment · Fri Apr 25 · 10:00 AM
Apr 12 · 3:11 PMCeramic full 7 · Online booking
Warranty registered · Glacier Ceramic Plus 10-yr
Jan 8 · Last yearCert #WR-20250108-H4NKXQZ7VT · Dev P.
Deep dive · 03
VIN decoding on autopilot
Type a VIN — we call the free NHTSA vPIC API and return year, make, model, trim, body class, fuel type, and plant city. Color and mileage you fill in yourself. Type it and hit tab: the lookup runs, the record is created. No $15/mo CARFAX subscription required for the basics — and if a customer doesn't have their VIN handy, year/make/model entry works fine too.
- Free NHTSA vPIC API — no key, no quota
- Decoded specs cached (repeat lookups are instant)
- Search any existing vehicle by plate, VIN, or owner name
- Plain year/make/model entry works when there's no VIN on hand
app.salesthumb.com/customers/sarah-kim
Add vehicle · VIN decode
Free NHTSA vPIC lookup · 128ms
VIN
JM3KFBDM7P0_
17 / 17 · ready
Or type it in manually
Year / make / model — no VIN needed
Powered by NHTSA vPIC
Free government API. No key, no quota. Cached on our side so repeat lookups are instant.
Decoded · auto-filled
7 fields- Year
- 2023
- Make
- Mazda
- Model
- CX-5
- Trim
- Signature AWD
- Body class
- Sport Utility Vehicle
- Fuel type
- Gasoline
- Plant city
- Hofu, Japan
You still fill these in
Color
Soul Red
Mileage
12,400
Deep dive · 04
Switching from your old tool
Moving off ShopMonkey or TintWiz is the scariest part of switching. Our importer maps CSV columns automatically for common export formats, dedupes by phone number, and shows you a preview of what will land before a single record is written.
- Auto-detects named source formats (ShopMonkey, Tint Wiz, Urable, AutoLeap, Tekmetric, MobileTechRX) or generic CSV
- Column mapping preview — fix anything before you commit
- Dedupe preview — see conflicts before commit
- Up to 5,000 customers per file
app.salesthumb.com/customers/import
Import from CSV · step 2 of 3
Map columns · 2,147 rows detected
✓
Upload file———2
Map columns———3
Dedupe + commitshopmonkey_export.csv
Their columnSalesThumb fieldStatus
first_namefirstNameauto
last_namelastNameauto
cell_phonephoneauto
email_addremailauto
vehicle_vinvehicles[].vinauto
vehicle_platevehicles[].plateauto
notes_fieldnotesmanual
last_visit— skipped —manual
Dedupe preview
New customers2,134
Merge by phone13
Nothing is written until you commit
Commit import
What's included
The full capability list.
Everything that ships on day one. No feature-gating surprises inside a single plan.
Customer records
- Unlimited customers on every plan — never archived, never charged per-contact
- Multi-vehicle per customer; co-ownership and household links
- Notes, tags, and VIP / referral-source / fleet / do-not-book labels
- Marketing opt-in / opt-out per channel (SMS, email, push) — TCPA-ready
- Soft-deleted records kept 90 days (accidental deletes are recoverable)
- Per-customer portal link — they see their own quotes, invoices, warranties
Vehicle intelligence
- Free VIN decoder — year, make, model, trim, body class
- One field, instant fill — no separate year/make/model dropdowns
- Freeform notes per vehicle for film/VLT preferences and anything else worth remembering
- Before / after photo gallery per vehicle per visit
- Odometer tracking
- Warranty certificates attached to the vehicle, not just the customer
Data you own
- CSV import from ShopMonkey, Tint Wiz, Urable, AutoLeap, Tekmetric, MobileTechRX, or generic CSV — we map columns
- Matches against existing customers before writing (preview before commit)
- Bulk edit, bulk tag, bulk export — no support ticket needed
- Download every record as CSV or JSON any time (you own your data)
- GDPR / CCPA delete on written request
- Zapier + webhooks fire on customer events
See every angle
A tour of the screens
Every meaningful view, the path through it, and the moments that matter — so you know exactly what you're buying.
Global search
Type 'BLK4U' (plate), 'sarah' (name), or a VIN fragment — results rank live, hit Enter to jump..
app.salesthumb.com/search?q=BLK4U
⌘K
5 results · 12msLive search
Customers
Sarah Kim
(512) 555-0142 · plate BLK4U
Vehicles
2019 Audi S5 · plate BLK4U
VIN WAUB4CF50KA066... · Sarah Kim
Invoices
INV-01238 · $529.00 paid
Sarah Kim · 2019 S5 · Jan 8
INV-00917 · $471.00 paid
Sarah Kim · 2019 S5 · Aug 14 2024
Quotes
Q-1189 · $529 approved
Sarah Kim · carbon front 2 · Jan 5
↑ ↓ Navigate↵ Openesc Close
Vehicle detail
Year, make, model, trim, color, VIN, plate, mileage, plus install history and before/after photos..
app.salesthumb.com/customers/sarah-kim
2019 Audi S5 Sportback · Prestige
Sarah Kim · plate BLK4U · 3 visits
Vehicle record
- Year
- 2019
- Make
- Audi
- Model
- S5 Sportback
- Trim
- Prestige
- Color
- Mythos Black
- Mileage
- 41,208
- VIN
- WAUB4CF50KA066212
- Plate
- BLK4U · TX
Notes
Prefers Glacier Ceramic Plus, 35% front / 5% rear. No brow strip.
Install history
- $249
Carbon front 2 · 35% VLT
Jan 8 · 2025 · Dev P.
- $749
Ceramic full 5 · 5% rear
Aug 14 · 2024 · Alex T.
- $120
Old film removal
Mar 2 · 2023 · Dev P.
Photos · 12
See all →+8
Recent activity
Appointments, quotes, invoices, and payments are visible from the customer profile — not merged into one feed..
app.salesthumb.com/customers/sarah-kim
Sarah Kim · recent activity
12 months of jobs, payments, and photos
AllJobsMoneyPhotos
Uploaded 4 install photos
Today · 2:45 PM2023 CX-5 · ceramic full 7 (after) · Alex T.
Payment $971.00 — card ending 4218
Today · 10:32 AMINV-01310 marked paid · System
Quote Q-1310 approved · Better tier
Apr 18 · 9:02 AM$971 · deposit $291 paid · Alex T.
Booked appointment · Fri Apr 25 · 10:00 AM
Apr 12 · 3:11 PMCeramic full 7 · Online booking
Warranty registered · Glacier Ceramic Plus 10-yr
Jan 8 · Last yearCert #WR-20250108-H4NKXQZ7VT · Dev P.
CSV import
Upload an export from ShopMonkey or another tool.
We map columns, dedupe by phone, preview before commit.
app.salesthumb.com/customers/import
Import from CSV · step 2 of 3
Map columns · 2,147 rows detected
✓
Upload file———2
Map columns———3
Dedupe + commitshopmonkey_export.csv
Their columnSalesThumb fieldStatus
first_namefirstNameauto
last_namelastNameauto
cell_phonephoneauto
email_addremailauto
vehicle_vinvehicles[].vinauto
vehicle_platevehicles[].plateauto
notes_fieldnotesmanual
last_visit— skipped —manual
Dedupe preview
New customers2,134
Merge by phone13
Nothing is written until you commit
Commit import
Who it's for
Built specifically for…
- Shops where customer info lives in spreadsheets, notebooks, and someone's head
- Tint shops mid-ShopMonkey cutover — or just sick of TintWiz
- PPF, ceramic, and wrap installers who need CRM software built for film and wrap businesses, not a generic contact list
- Multi-installer teams where nobody remembers who did what
- Owners who want a customer's history in a glance before they call back
- Anyone who's ever asked their tech "have we done this one before?"
What it replaces
The old way…
- Google Sheets of phone numbers and vehicle lists
- A folder of handwritten intake cards nobody can read
- Screenshots of old invoices from three different apps
- Asking the tech "did we tint this one already?"
- Losing $8k/yr when a VIP stops coming back and you don't notice
How it works
Set it up once. Run it forever.
- 1
Import from your old tool
Drop a CSV from ShopMonkey, Tint Wiz, or a spreadsheet. We map the fields and dedupe by phone before anything is written.
- 2
Search anything
Global search covers name, phone, email, VIN, plate, invoice number, even a vehicle color. Results are instant — no typing then waiting.
- 3
Timeline tells the story
Every interaction (quote sent, deposit paid, photo uploaded, SMS received) threads into a single timeline so whoever picks up the customer next is up to speed in 10 seconds.
What this looks like in a shop
Jessica rolls into the shop in a blacked-out G-Wagen. You punch in 'BLK4U' — the plate pops right up. You see she was in 18 months ago for ceramic, there's a scratch she noted last time, her phone is on file, and she's tagged 'VIP Referral Source.' Your install quote loads with her preferred film brand pre-selected.
Questions
Good to know.
- Is the VIN decoder free?
- Yes — we use the free NHTSA vPIC API. Decoded data (year, make, model, trim, body class) is cached so repeat lookups are instant.
- Can two customers share a vehicle?
- Yes. A vehicle can be linked to multiple customers (co-owners, fleet), and a single customer can have unlimited vehicles.
- Is there a customer or vehicle limit on any plan?
- No. Every plan includes unlimited customers and vehicles. We charge per seat, not per record, because we think you deserve to grow.
- How do I import from ShopMonkey or TintWiz?
- Export a CSV from your current tool, drop it into the import wizard, and it auto-maps common column headers. Fix anything the mapper missed in the preview, dedupe by phone, and commit — nothing is written until you do.
- How long is data retained? Can I delete on request?
- Customer records are kept for the life of your account. Soft-deleted records are recoverable for 90 days. On written request (GDPR / CCPA) we hard-delete a customer and all attached vehicles within 48 hours and send you a confirmation receipt.
- Can customers see their own records?
- Optionally — the customer portal shows them their own quotes, invoices, warranty certificates, and photos. It's opt-in per customer (you control who gets a login).
- Is there a version of this built specifically for PPF or wrap shops?
- This CRM module is the same one under every vertical — the vertical-specific framing lives on dedicated pages: /best-crm-for-ppf for PPF installers (film-brand preferences, multi-SKU warranty tiers on the vehicle record) and /wrap-design-software for wrap shops (design-proof approval + vinyl yardage tied to the same customer/vehicle record).
Fits in with
Works with your stack
NH
NHTSA vPIC
Free VIN → year/make/model decoding
Tw
Twilio
SMS threads logged to customer timeline
Re
Resend
Emails logged to customer timeline
Pa
Payment processor
Payments and refunds linked to customer
Za
Zapier
Fire webhooks on customer events
Explore more
Pairs well with
Scheduling
Every installer, every bay, every appointment in one view. Drag to reschedule. Color-coded by status. Double-book detection with explicit confirm-to-override.
Learn more
Quotes
Build a quote from real line items — services, film, parts, fees — send it, and the customer approves with a drawn signature and a card deposit on their phone. No account needed on either side.
Learn more
Job Photos
Every appointment gets a photo gallery. Techs capture on mobile. Customers see a polished post-install gallery. You protect yourself from 'it was like that when you got it' claims.
Learn more