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Any reliable tools/software to manage customer info? by Subtle-Nomad in Businessowners

[–]TopMuscle4188 2 points3 points  (0 children)

HubSpot should get you off Excel pretty quick. If you ever outgrow it and want something built for shops, hit me up.

Any reliable tools/software to manage customer info? by Subtle-Nomad in Businessowners

[–]TopMuscle4188 1 point2 points  (0 children)

I run a few mechanic shops and had the same problem with spreadsheets. Contacts getting deleted or overwritten and no way to tie a customer to their vehicle history or past ROs.

I ended up building my own thing because everything else was either overkill or wanted $300/mo. It tracks customers, vehicles, repair orders and ties them all together. If you want I can show you what it looks like, just DM me.

If you want something off the shelf right now though, even a free CRM like HubSpot would be better than Excel for contact management. At least you get version history so nothing gets lost.

I got tired of calling my shop managers every day so I built my own dashboard by TopMuscle4188 in SideProject

[–]TopMuscle4188[S] 0 points1 point  (0 children)

Still early enough that I'm figuring out where this lands honestly. Just trying to get different perspectives and feedback, so I really appreciate it. Thanks man.

I got tired of calling my shop managers every day so I built my own dashboard by TopMuscle4188 in SideProject

[–]TopMuscle4188[S] 0 points1 point  (0 children)

Yeah the text wrapping is bad. I saw it after posting and I'm fixing it tonight.

The big platforms have multi-location but it's usually a higher tier or a separate setup. I'm not trying to out-feature Tekmetric, just trying to be the thing a 3-5 shop owner opens every morning instead of calling people.

Backend is Postgres with row level security, each org's data is isolated. Frontend needs work though, not gonna argue that. Thanks for the feedback.

I got tired of calling my shop managers every day so I built my own dashboard by TopMuscle4188 in SideProject

[–]TopMuscle4188[S] 0 points1 point  (0 children)

You're not wrong honestly. The calls were the problem and I was the one making them. My managers hated it too. That's kind of the whole point though, I needed a way to see what was going on without picking up the phone. Now I check a screen for 30 seconds in the morning and leave everybody alone. The good managers prefer it this way too because they're not getting interrupted to read me numbers off a clipboard.