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Open Contacts for every customer and lead. Open CRM for the deal board when you want to move a sale through stages.

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Contacts

Everyone you work with lives in Contacts, whether they already booked or just inquired. Open Contacts from the sidebar to browse, search, and filter.

Customers

Contacts with at least one completed job. Job history, invoices, and lifetime spend show on the profile.

Leads

Contacts who have not booked yet. Track source, status, and who owns the follow-up.

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Contact profile

Click a contact to open their profile. You will see:
  • Overview shows name, phone, email, address, source, tags, and notes.
  • Vehicles lists every vehicle on file with year, make, model, color, VIN, and plate.
  • Jobs is the full job history with status, date, and services.
  • Estimates lists open and closed estimates for this contact.
  • Invoices shows payment status and overdue flags.
  • Deals lists CRM deals linked to this contact.
Filter contacts by tag, vehicle make, last visit, minimum job count, or minimum spend when you want high-value customers for a follow-up offer.

Website visits from your site

After they submit a ShopWrk form on your website, open this contact and look at the activity feed. You will see Website visit rows for the pages they viewed. Copy the script from Settings → Integrations → Site Tracker and paste it on your WordPress, Shopify, or Wix site.

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Lead pipeline

The CRM board is a set of columns. Each column is a stage in your sales process. Open CRM in the sidebar. New shops get a default pipeline. Rename stages, add stages, or reorder them from CRM → Settings → Pipelines.

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Deals

Each card on the board is a deal: a potential sale tied to a contact, sitting in one stage at a time.
Click + Add Deal in any column. Enter the title, estimated value, linked contact, and notes. The card appears in that column.
Drag the card to another column, or open the deal and change the stage. ShopWrk logs the change on the contact’s activity timeline.
Mark a deal Won or Lost from the detail panel. Won deals can trigger automations such as a thank-you text or referral follow-up.

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Leads list

Go to CRM → Leads for a table of all leads. Filter by status, source, and assignee. Use this when you want to work a list instead of dragging cards on the board.

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Tags

Tags are short labels on contacts for filtering and segments. Common examples: VIP, Window Tint, PPF, Referral, Follow Up.
1

Open tag settings

Go to CRM → Settings → Tags.
2

Create a tag

Click Add Tag, enter a name, pick a color, and save.
3

Apply to a contact

Open a contact profile and select tags in the Tags field on Overview.
Tags created in CRM settings apply across Contacts. Filter by tag from the contacts table, and use tags in automations (for example, send a text when you tag someone VIP).

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Pipeline settings

Go to CRM → Settings to configure pipelines and tags.
Create separate pipelines for different workflows (for example retail vs fleet). Set a default pipeline so that board opens when you go to CRM.