CarSignalThe Clients page is your customer list, built automatically as customers call, book, and check in. Nobody types a CRM entry.
The list
Every client shows a lifecycle pill, Active, Dormant, or New, with search across name, contact info, address, and notes. Add a client manually any time.
The client record
Four tabs:
- Timeline. Everything that ever happened, filterable by visits, invoices, messages, and reviews.
- Vehicles. Every car they own, with paid-invoice chips on completed visits.
- Notes. Internal notes your customer never sees.
- Profile. Contact details, tags, custom fields, and their preferred channel: text, email, or phone. Sends respect the preference.
Where clients come from
- The AI receptionist creates or matches clients by phone number.
- Website bookings and check-ins do the same.
- Repeat customers match automatically, so their history stays on one record.
Tip
Tags plus lifecycle pills drive outreach campaigns: "dormant customers with European cars" is a segment, not a spreadsheet project.