EasyCRM for Auto Repair

Customers, vehicles and service jobs – full picture in one place.

EasyCRM helps auto repair shops track customers alongside their vehicles, handle enquiries via WhatsApp, email and phone, and issue repair quotes – without spreadsheets or paper files.

Customers and vehicles

Every customer with a full vehicle history.

The core of a repair shop is the customer–vehicle combination. In EasyCRM you store each customer as a contact and attach their vehicles using custom fields – registration plate, VIN, make, model, year and mileage. When a customer calls or messages, you immediately see their vehicle's history: previous service jobs, issued quotes, logged activities. No leafing through paper files or searching emails – everything is on the contact record, accessible from the mobile app (iOS/Android) too.

  • Custom fields on a contact – plate, VIN, make, model, year (Standard: 10, Pro: unlimited)
  • Service job history directly against the customer record
  • Previous quotes and activities in one place
  • Access via mobile app (iOS/Android) even away from the workshop
  • Fast full-text search via MeiliSearch – by name, plate or phone number

Customer communication

Enquiries via WhatsApp, email and phone – one place.

Auto repair customers contact you through different channels: some call, some send a WhatsApp message, others send an email. EasyCRM unifies all these channels into a single shared inbox. An incoming call from a customer triggers a pop-up with their name and last job before you even pick up the phone – thanks to VipTEL integration (click-to-dial and automatic call logging). WhatsApp messages and emails (Google Workspace or Microsoft 365) land in the same inbox. Every contact has a visible conversation status and the whole team works from one view – nobody replies twice to the same enquiry.

  • VipTEL click-to-dial – call a customer with one click
  • Incoming call pop-up with customer name (Standard+)
  • Automatic call log – direction, duration, timestamp, matched contact
  • WhatsApp Business and email (Google / Microsoft) in one inbox
  • Shared inbox – the whole team sees the communication history

More about VipTEL calling →

Quotes and service jobs

Repair quote in PDF – ready in minutes.

When a customer arrives for diagnostics or describes a fault, you create a quote directly in EasyCRM. From the product catalog you select labour (e.g. brake pad replacement, engine diagnostics) and parts, assign a VAT rate per line and generate a PDF. The customer accepts the quote – and with one click you convert it into a service job (order) with a state machine: confirmed, in progress, completed. You assign activities and tasks for technicians to each job and track the entire progress in the pipeline. No built-in DMS or parts-catalog integration – EasyCRM handles the customer relationship, not the technical warehouse processes.

  • Product catalog – labour and parts with prices and VAT
  • PDF quote sent to the customer via email or WhatsApp
  • Quote-to-order conversion (ORD-YEAR-NNNNN)
  • Order state machine: confirmed – in progress – completed
  • Activities and tasks for technicians directly on the job

More about quotes in EasyCRM →

What you gain

Benefits of EasyCRM for auto repair shops.

  • Customers with historical vehicle data – no paper files needed
  • Communication via WhatsApp, email and phone in one place
  • VipTEL click-to-dial – call a customer without searching for the number
  • Incoming call pop-up with the customer's name
  • PDF quotes – a professional impression with every customer
  • Overview of all jobs and their status for the whole team at once
  • Mobile app (iOS/Android) – access even outside the workshop
  • Reports: pipeline analysis, revenue forecast, quote win rate
  • 14-day free Pro trial – no commitment

Frequently asked questions

Auto repair shop questions about EasyCRM.

EasyCRM does not have a built-in connector for DMS systems or parts catalogs. It focuses on customer relationship management – contact tracking, vehicle history, communication and quotes. Technical warehouse and service processes are handled by your DMS.

You store vehicle details using custom fields on the contact record – for example registration plate, VIN, make, model and year. The Standard plan supports 10 custom fields, Pro is unlimited. These fields are available in the mobile app too.

The telephony integration (click-to-dial, incoming call pop-up, automatic call logging) requires an active VipTEL PBX subscription. Without it, all other EasyCRM features work fully, including WhatsApp, email and customer management.

Yes. You create the quote in EasyCRM, export it as a PDF and send it to the customer via WhatsApp Business directly from the EasyCRM inbox. The customer does not need to come in person – the entire approval process can be handled remotely.

Yes. The Free plan is free for 3 members and provides core CRM features including contact management and communication. For larger teams and advanced features (custom fields, VipTEL, reports) the Standard or Pro plan is the right choice.

Start organising customers – no DMS required.

Register for free and try EasyCRM for your auto repair shop – no commitment.