A CRM That Remembers What Your Techs Forget
Customer & Vehicle CRM is part of SalesThumb. In most tint shops, customer knowledge lives in one person's head. When that person takes a day off or moves on, the shop loses years of relationships — who prefers 35% tint, which customers get nervous before an install, what film went on which car. SalesThumb keeps every vehicle spec, every job detail, and every preference in one searchable record, so anyone on your team can pick up the phone and know the full history. It builds itself as you work: every customer and vehicle you add to a quote, invoice, or job becomes a CRM record automatically.
The Problem: Knowledge Locked in Employee Heads
You have a customer who got ceramic tint a few years ago. They call back asking about their warranty, or wanting to add PPF to the same car. But the only person who remembers that job is the tech who did it — and he's gone. You're digging through old invoices, unsure what film was used, guessing at the coverage. The customer gets frustrated, and you risk losing the repeat sale.
Or a returning customer calls and the front desk has no idea they were ever in. You quote them like they're brand new. They mention their previous install, and your shop suddenly looks disorganized.
- Customer history lives in memory, notebooks, or scattered text threads — impossible to hand off
- No vehicle record means you re-quote the same customer without realizing it
- Film type, window coverage, and warranty terms get guessed at instead of looked up
- Staff turnover means losing relationships you spent years building
- Callback notes get scrawled on paper or texted in a group chat, never attached to the permanent record
How SalesThumb's CRM Works
Every customer and every vehicle gets its own record. When you create a quote or invoice, the customer and vehicle link to it. When the job completes, the details stay attached — the film, the coverage, the labor, the price, the notes, and before/after photos. The next time that customer calls, you search their name or phone number and the history appears.
You can add notes to a customer record that your team sees. Prefers 35% front / 20% rear. Gets nervous before the install — needs reassurance. OK to use solvent on door seals. Those notes stay with the record and survive staff turnover, so the next person can read them and adjust their approach.
For multi-vehicle customers, each car gets its own record with its own job history. A Tesla with ceramic tint, a Jeep that just got PPF on the hood. When they call, you see both — and can upsell knowing exactly what each car has and needs next.
- Search by name, phone number, VIN, or vehicle make/model from the shop-wide search bar — find a customer or car in seconds
- Full job history per vehicle — installs, prices, film types, and dates attached to the record
- Team notes — record customer preferences, communication style, or special instructions on the customer profile
- Before/after photos stored on the vehicle and job record
- Lifetime value calculated automatically from completed payments — see your best customers at a glance
- Vehicle details on file — year, make, model, trim, color, VIN, and plate per car
- Fleet & B2B accounts — group multiple vehicles under one company account
What's Included
The CRM is core to SalesThumb — it isn't a separate add-on. Every customer and vehicle you touch in a quote, invoice, or job becomes a record without extra data entry. When you first come aboard, you can bring your existing customers with you: import names, phone numbers, emails, and vehicles from a spreadsheet, with the Roffik team helping during onboarding so you don't start from zero.
Because SalesThumb runs the whole job, the record stays connected. Open a customer and you see their vehicles, their appointment history, their lifetime spend, and the full conversation thread of texts and emails you've exchanged — all in one place instead of scattered across apps.
- Customer & vehicle records that build themselves as you quote, invoice, and complete jobs
- Bulk customer import from a spreadsheet, with dedupe on import and team-assisted onboarding
- Customer data export from your settings — for marketing, warranty tracking, or your own records
- Tags you can apply for quick segmentation, with optional AI-suggested labels like "VIP" or "At-risk"
- Fleet accounts — B2B customers with multiple vehicles under one company account
- Communication history — the SMS and email thread with each customer in one feed on their record
- Service-reminder automation that can nudge customers when it's time to come back in
Frequently asked questions
Can I import my existing customer database?
Yes. You can import customer names, phone numbers, emails, and vehicle details from a spreadsheet, with dedupe handled on import. During founding-cohort onboarding, the Roffik team helps with the import so you don't start from a blank slate.
What if a customer has multiple vehicles?
Each vehicle is its own record linked to the customer. So one person might have a Tesla with ceramic tint and a Jeep with PPF. When they call, you see both vehicles and their histories, and can upsell the second car knowing exactly what's already been done.
Are customer notes visible to my whole team?
Yes. Notes you add to a customer record are visible to your team, so the knowledge survives staff turnover instead of leaving with one person. They're meant to be shared context — preferences, communication style, and install notes everyone on the floor should know.