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Most shops know who their VIPs are and who they haven't seen in a year, but there's no single screen that shows the relationship, not just the appointment. The Customer Pipeline seeds six starter stages (rename, recolor, add, or remove any of them), and every customer's card shows real signals at a glance — last visit, lifetime spend (computed live from actual payments, not a stale cached total), vehicle count, last contact. New customers wait in an 'unplaced' tray until someone places them, and every move after that is a deliberate drag — or an auto-stage rule you defined yourself, with your own thresholds, that runs nightly or on demand.
Customer pipeline
Lifecycle bands · drag a card to move stage · 237 customers
Total
237
Active
14260%
At Risk
23+4
Avg time-in-stage
42d
Lead
—
Tasha B.
Inquired 2d ago
Owen R.
Quote viewed 6h ago
Prospect
$0 / $4.2k pot.
Sara H.
Booked Thu
Marcus L.
Quote sent 1d ago
Active
$68.4k LTV
Priya M.
Visited 3d ago
Devon B.
Visited 2 wk ago
Grace H.
Visited 8d ago
At Risk
$11.8k at risk
Miguel R.
63d since last visit
Jenna P.
71d since last visit
Won Back
$5.4k recovered
Ryan C.
Re-booked yesterday
Alex T.
Re-booked 5d ago
Churned
$14.2k lost LTV
Nate K.
Last seen 14 mo ago
What's included
Everything that ships on day one. No feature-gating surprises inside a single plan.
Who it's for
What it replaces
How it works
Seed the six starter stages (or build your own), then place any existing unplaced customers from the tray. New customers you add later start in the unplaced tray until someone assigns them a stage.
Define rules like 'no visit in 90 days → At Risk' or 'lifetime spend ≥ $2,000 → VIP' with your own thresholds. They evaluate nightly, or hit 'Run rules now' to apply them immediately.
Drag a card when you have context the system doesn't. Click a card to open the customer's full record. The range presets at the top drive the stats strip, not which cards show in each column.
What this looks like in a shop
Illustrative scenario: Sample Shop LLC's manager set up two auto-stage rules a while back — no visit in 90 days moves a customer to At Risk, and a booked appointment within 30 days after that moves them to Won Back. She opens the pipeline Monday morning, sees last night's rule run already surfaced 6 newly-At-Risk customers with a lifetime spend north of $1,000 each, and drags two of them straight into a follow-up conversation she starts from their customer record.
Questions
Explore more
Search by name, plate, or VIN in milliseconds. Every appointment, quote, invoice, warranty, and photo attached to the right record — forever.
Six scheduled nudges per customer over a year — review, warranty, cross-sell, maintenance, win-back, anniversary — with reply intent AI-classified and acted on automatically. Only the cross-sell step's pitch line is AI-written per customer; the other five are editable template copy.
Included with every plan. 9 starter templates (welcome, win-back, post-service review, quote follow-up, more), auto-enrollment on NO_VISIT_DAYS and STATUS_CHANGE triggers, exit-on-reply, per-campaign analytics. No extra fee — sends draw from your shop's existing SMS + email quota, capped at $100/mo by default so a runaway sequence can't bankrupt you.
Revenue, installer performance, per-job material margin, quote-to-paid counts, customer LTV — organized as individual reports you pick from a sidebar, not one mega-dashboard.
From any customer's page, hit 'Portal link' → Copy, text, or email a 30-day link. Lands at /portal/<token>. No password, no app install required.