Stop Losing Customers Between Texts
Leads Pipeline & Service Reminders is part of SalesThumb. A customer comes in for tint, has a great experience, and then you never hear from them again — because nobody followed up, and there was no system saying who to follow up with or when. SalesThumb's pipeline is a Kanban board where the people your shop is working sit in clear stages, from a fresh lead to an active customer to one who's gone quiet. Reminder automation handles the follow-ups your front desk doesn't have time to chase. It's built to surface the relationships that would otherwise slip through the cracks. SalesThumb is pre-launch — this describes how the tool works today, running daily at the founding shop.
The Problem: Follow-Ups That Never Happen
A customer texts your shop, or comes in once, and then it's on someone at the front desk to remember to follow up. They're busy, the day gets away from them, and the follow-up never happens. The customer who was about to book goes cold. The customer who came in six months ago and is due for a refresh never gets the nudge.
Without a board that shows where every relationship stands, you can't see which customers are active, which are at risk of drifting away, and which have already gone quiet. Some get followed up, some don't — and the difference is whoever happened to remember.
- Follow-ups live in someone's head — no shared view of who needs attention and who's already been contacted
- No system for nudging customers due to come back in — the refresh appointment never gets booked
- No visibility into which customers are active, at risk, or gone — they all look the same until they stop showing up
- Front desk runs follow-ups reactively when there's a spare minute, not systematically
- Customers who went quiet are forgotten instead of worked
How the Pipeline Works
The pipeline is a Kanban board of the customers your shop is working, organized into stages you control. SalesThumb ships a starter set of stages — Lead, Prospect, Active, At Risk, Won Back, and Churned — and you can rename them, recolor them, add your own (like "Negotiating" or "Waiting on Approval"), and reorder them to match how your shop actually works. Drag any customer from one stage to the next as the relationship moves forward.
Each card pulls in what you need to act: when the customer last visited, when you last talked to them, how much they've spent with you over time, and how many vehicles they have on file. You can place customers on the board by hand from the board's tray or a customer's profile, or let optional rules do it for you.
Auto-stage rules move customers between stages on their own. You set a rule — for example, no completed visit in 90 days, no contact in 60 days, or lifetime spend over a threshold — and SalesThumb evaluates it each night, moving matching customers to the stage you chose. You can also run the rules on demand and see exactly how many customers each one moved.
- Kanban board — drag customers between stages and see your whole book of relationships at a glance
- Configurable stages — start from the Lead-through-Churned defaults, then rename, recolor, reorder, or add your own
- Cards that show what matters — last visit, last contact, lifetime spend, and vehicle count on every card
- Manual placement — drop customers onto the board from the tray or their profile
- Auto-stage rules — move customers automatically by days since last visit, days since last contact, lifetime spend, or recency of first visit
- Rules run nightly, or on demand — hit "Run now" and see how many customers each rule moved
Reminders That Run Themselves
Two kinds of reminder automation work alongside the pipeline so the customers in it don't go cold. Appointment reminders go out automatically before a booked job — a day ahead and again close to the appointment — by text where possible, email otherwise, so customers show up. And a "time to come back in" service reminder nudges customers whose last visit is older than the interval you set, so the refresh that would otherwise be forgotten actually gets booked.
Both honor customer opt-outs, and the service reminder won't double-send — once a customer is nudged, they're not nudged again until they're due. The interval is per shop, so a tint or PPF shop can set a longer cadence than a wash-and-detail shop.
- Automatic appointment reminders before each booked job — text preferred, email fallback — to cut no-shows
- "Time to come back in" service reminders for customers past your return interval
- Per-shop return interval — set the cadence that fits tint, PPF, or detail work
- Opt-outs respected and sends de-duplicated so customers aren't over-messaged
Frequently asked questions
Does the pipeline track customers or one-off inquiries?
It tracks the customer relationships your shop is working — people you can place on the board by hand or have moved automatically by your rules. It's the relationship funnel that sits alongside your quote workflow, not a separate inbox of raw inquiries.
Can I change the pipeline stages?
Yes. SalesThumb seeds a starter set of stages (Lead, Prospect, Active, At Risk, Won Back, Churned), and you can rename them, recolor them, reorder them, and add your own stages to match how your shop works.
How do the automatic stage moves work?
You create rules based on things like days since a customer's last completed visit, days since you last talked to them, lifetime spend, or how recent their first visit was. SalesThumb evaluates the rules each night and moves matching customers to the stage you picked. You can also run the rules on demand and see how many customers moved.
What reminders does SalesThumb send?
Two kinds. Appointment reminders go out automatically before a booked job to cut no-shows, by text where possible and email otherwise. A separate "time to come back in" service reminder nudges customers whose last visit is older than the return interval you set for your shop. Both respect customer opt-outs.