> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shopwrk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Track leads, customers, and vehicles with ShopWrk CRM

> Manage your entire sales pipeline, customer profiles, vehicle history, and deal tracking from a single Kanban board built for auto styling shops.

ShopWrk's CRM gives you one place to manage every relationship your shop has — from the first inquiry to a repeat customer's fifth vehicle. You can track new leads through a visual pipeline, store detailed vehicle history against each contact, and use tags and activity logs to keep your team aligned.

## Contacts

Every person you work with lives in your contacts list, whether they're a qualified customer or a fresh lead. Open **Contacts** from the sidebar to browse, search, and filter your entire list.

<CardGroup cols={2}>
  <Card title="Customers" icon="user-check" href="/features/crm#contacts">
    Contacts with at least one completed job. Full job history, invoice records, and lifetime spend are visible at a glance.
  </Card>

  <Card title="Leads" icon="user-plus" href="/features/crm#contacts">
    Contacts who haven't booked yet. Track their source, status, and assigned team member as you work to convert them.
  </Card>
</CardGroup>

### Contact profile

Click any contact to open their profile. Each profile shows:

* **Overview** — name, phone, email, address, source, tags, and notes
* **Vehicles** — every vehicle on file with year, make, model, color, VIN, and plate
* **Jobs** — full job history with status, scheduled date, and services performed
* **Estimates** — all estimates created for this contact, open or closed
* **Invoices** — invoice history with payment status and overdue flags
* **Deals** — any CRM deals linked to this contact across your pipelines

<Tip>
  You can filter the contact list by tag, vehicle make, last visit date, minimum job count, or minimum total spend — useful for finding high-value customers to send a re-engagement offer.
</Tip>

## Lead pipeline

The CRM pipeline is a Kanban board where each column is a stage in your sales process. Navigate to **CRM** in the sidebar to open it.

When your shop is first set up, ShopWrk seeds a default pipeline with standard stages. You can rename stages, add new ones, and reorder them from **CRM → Settings → Pipelines**.

### Deals

Each card on the board represents a deal — a potential sale you're tracking. A deal is linked to a contact and sits in one stage at a time.

<AccordionGroup>
  <Accordion title="Creating a deal">
    Click **+ Add Deal** in any pipeline column. Fill in the deal title, estimated value, linked contact, and any notes. The deal appears as a card in that column.
  </Accordion>

  <Accordion title="Moving a deal">
    Drag the card to a different column, or open the deal and change the stage from the detail panel. ShopWrk logs the stage change in the contact's activity timeline automatically.
  </Accordion>

  <Accordion title="Closing a deal">
    Mark a deal as **Won** or **Lost** from the deal detail panel. Won deals can trigger automations like a thank-you SMS or referral follow-up.
  </Accordion>
</AccordionGroup>

## Leads list

Go to **CRM → Leads** for a table view of all your leads. You can filter by status, source, and assigned team member. Use this view when you want to bulk-review or work a list, rather than manage individual deals on the board.

## Tags

Tags are short labels you apply to contacts for segmentation and filtering. Common examples: `VIP`, `Window Tint`, `PPF`, `Referral`, `Follow Up`.

<Steps>
  <Step title="Open tag settings">
    Go to **CRM → Settings → Tags**.
  </Step>

  <Step title="Create a tag">
    Click **Add Tag**, enter a name, and choose a color. Save to make the tag available across all contacts.
  </Step>

  <Step title="Apply to a contact">
    Open any contact profile and select tags from the Tags field in the overview section.
  </Step>
</Steps>

<Note>
  Tags you create in CRM settings are shared across the entire Contacts list. You can filter contacts by tag from the main contacts table and use tags as automation triggers — for example, sending an SMS whenever you tag a contact as "VIP".
</Note>

## Pipeline settings

Go to **CRM → Settings** to configure your pipelines and tags.

<Tabs>
  <Tab title="Pipelines">
    Create multiple pipelines for different sales workflows (for example, one for retail customers and one for fleet accounts). Set a default pipeline to control which board opens when you navigate to CRM.
  </Tab>

  <Tab title="Tags">
    Manage your tag library — add, rename, recolor, or delete tags. Deleting a tag removes it from all contacts that have it applied.
  </Tab>
</Tabs>