The auto detailing industry is constantly growing and changing. Simply keeping a note of your customers might have worked for you in the beginning stages, but to keep up with your business’ evolution, it’s a good idea to bring in a CRM.
The CRMs listed below simplify your auto detailing business by offering solutions that have stood the test of time, and those that give us a sneak peek into the future.
Whether you are a one-man (or woman) show on the road or a whole enterprise, this article is designed to make choosing the best CRM for your needs that much easier.
The Top 7 Best CRM Software for a Detailing Business
- OrbisX – Best Modern Offering
- Zippity – Best for Customer Experience
- RoadFS – Best for Inventory Sales
- Managemart – Best for Accounting
- DetailProPOS – Best for Inclusivity
- Shopmonkey – Best Basic Offering
- OctopusPro – Best Innovation
1. OrbisX – Best Modern Offering
PRICING: $100 per month plus a 30-day trial period. However, they are running a special promotion where auto detailers can get 12 months free! Here is the link.
Orbisx has truly set the bar high in the world of CRMs. It seems they have thought of everything, as they have seamlessly integrated the use of artificial intelligence that gives them an edge. An example of this includes a full-featured calendar which makes it all too easy to set financial goals, and track your employees and customer base. The best part? Most of their features can be 100% automated.
KEY FEATURES:
- AI that books your appointments for you.
- Ability to streamline your shop with job templates, time tracking, and more.
- Integrate with Google to receive reviews automatically.
REASONS TO BUY:
- Ability to set your business on autopilot, so that you can spend more time on growth.
- Transparent business analytics, giving you all the information you need on your customer base.
- Has a mobile app for convenience.
REASONS TO AVOID:
- People seem to have a difficult time finding anything wrong with this software. The CRM has pulled out all the stops to make them a one-stop shop and a top contender. With many praising it as a “life-changer,” it’s no wonder Orbisx is #1.
2. Zippity – Best for Customer Experience
PRICING: Varies from $99-$299 per month, depending on the size of your team and business needs. There is also a $49 account setup fee, but if you can get set up within 14 days of signing up, it will be waived.
Zippity has taken the concept of customer engagement quite literally. This software is undoubtedly a force to be reckoned with as it has curated an essentially hands-off experience for you. No more writing invoices, estimates, or even tracking customer payments. The software does it all for you to spend more time growing your business. Think of it as the wingman of CRMs.
KEY FEATURES:
- Two-way texting between customers and technicians. No bots.
- Hands the power over to the customer by allowing them to pay, approve additional services and even schedule their own appointments, saving you the headache of keeping track of them.
- Ensure nothing gets lost in translation by looping yourself, technicians, and customers all in the same chat thread.
REASONS TO BUY:
- Makes convenience a priority for both you and the customer.
- Customer self-service feature.
REASONS TO AVOID:
- Some say that when customers book themselves through the software, information is inaccurate on the service end. This could result in having to do more work than usual.
3. RoadFS – Best for Inventory Sales
PRICING: Starts from $50 per month and goes up from there depending on your business needs.
If your business deals with inventory, then RoadFS is for you. Not only does it have all of the ins and outs of a stellar performing CRM, but it also stands out with its inventory tracking and selling feature. They are also well known for their superior customer service and attention to detail, adding to the simplicity and ease of using the software.
KEY FEATURES:
- Perform 5-star service while managing multiple locations from your mobile device or computer.
- Track, sell, and order inventory.
- VIN scanning feature.
REASONS TO BUY:
- Professional support team there to answer every question.
- Seamlessly keeps up with high volume businesses.
- Easy setup, some say in one day!
REASONS TO AVOID:
- Some have indicated that they would like to see some additions and improvements to the invoicing feature, such as adding photos and sending more than one at once. The good news, however, is the support team takes feedback very seriously, and they seem to be working on those improvements.
4. Managemart – Best for Accounting
PRICING: Includes monthly and annual billing from $16.25 per month. Complete with a 7-day free trial.
Stay on top of your finances with Managemart. Maintaining a steady and consistent client base is essential, but making money to keep your business running is equally important. Never feel like you have to choose with this robust CRM. With advanced and unlimited tools to take advantage of, you can see exactly how profitable your business is.
KEY FEATURES:
- Schedule forecasting and budgeting, show just how much money each customer brings to your business.
- Syncs with a business expense bank account.
- Create custom fields.
REASONS TO BUY:
- Clean, easy-to-use layout.
- Import unlimited users and customers.
- Makes it easy to keep your team members in the loop with each client.
REASONS TO AVOID:
- It seems not completely mobile friendly as their new update makes it difficult to send emails over SMS messaging on the computer version.
- People have been complaining about various software bugs that keep showing up.
- There is some mixed information about the responsiveness of the support team.
5. DetailProPOS – Best for Inclusivity
PRICING: Varies from $129-$349 per month based on how large your customer base is. Keep in mind their plans are limited to one account user. You can onboard more users for an additional $15 per month per user. Includes a 30-day money-back guarantee.
This cloud-based software was explicitly crafted with the auto detailer in mind. With some saying it’s a “business within a business,” DetailProPOS can do it all. The simplicity and attention to detail keep business owners and their customers happy and thriving.
KEY FEATURES:
- One-click invoicing and payments.
- Subtle tip requests to increase revenue.
- Create a custom service menu.
REASONS TO BUY:
- Includes a payment system, so you don’t have to buy your own separately.
- Many are praising its all-in-one dashboard for keeping track of clientele and revenue.
- Software is easy to learn and cost-effective.
REASONS TO AVOID:
- Some of the features are lacking when compared to other top-performing CRMs.
6. ShopMonkey – Best Basic Offering
PRICING: Starts from $124.99 per month for basic and reaches up to custom pricing for enterprise plans. No free trial; however you will save 10% if you pay annually. Some additional fees may apply with getting set up.
Trusted across North America, ShopMonkey is a time saver. Its customizable workflow, Quickbooks and data integration, and live analytics help you optimize your business. This CRM covers all the bases and then some by implementing plenty of communication tools to ensure everyone is on the same page from start to finish.
KEY FEATURES:
- Create pre-built job templates for easy estimates.
- Built-in parts and labor database.
- Drag and drop dashboard feature.
REASONS TO BUY:
- You and your team stay on the same page with their technicians only mobile app.
- Ability to manage large equipment and trucks. There is no limit to this software.
- Excellent project management and transparency between employees to easily see where to make improvements.
REASONS TO AVOID:
- The need for extra functionality seems to be a common issue. Some complain the features are a little too basic.
7. OctopusPro – Best Innovation
PRICING: Starts at $29 per month and goes up from there. For the most popular plan, the pricing is per admin and user instead of a monthly flat rate. A 14-day free trial applies; no credit card is required.
OctopusPro is a job dispatch software that can be used by field workers to help reduce operational costs, increase revenue and customer retention, and improve communication between you and your team. OctopusPro is a force to be reckoned with as they have implemented some of the most innovative and unique features in the field service industry. Any business that works with Octopus pro will surely be a top performer.
KEY FEATURES:
- Quality assurance feature to boost customer satisfaction.
- Give your staff the power of choice by allowing them to create their own schedule.
- Allows offline app access.
REASONS TO BUY:
- Automatic invoicing.
- Ease of dispatch functionality.
REASONS TO AVOID:
- There is a learning curve because of the unique and advanced features.
Frequently Asked Questions
Why Do I Need a CRM to Run My Detailing Business?
You can continue to use pen and paper or Quickbooks, but as your business grows, you will need something a little more advanced. A CRM’s function is to save you time, grow your business by keeping your customers happy and flowing, and increase revenue. Regularly identify your business’ core needs and choose the software that best aligns with those needs. An excellent CRM can be a game-changer and make a difference for your business for the better.
Is A CRM All I Need to Run a Successful Business?
If all you’re looking for is somewhere to keep your customer base more organized, then yes, a CRM should be all you need. However, the world of CRMs is getting more and more advanced and coming out with more features to simplify your workflow further. It may be mainly beneficial to consider unique offerings. You never know; perhaps you will discover something you didn’t know you needed. That could be the difference between night and day for your business.
RELATED: CRM Software Best For Shopify | Best Hospice CRM Systems | CRM Systems For Service Companies