Customers & vehicles CRM basics
- Pro
- Yes
- Elite
- Yes
- Ultra
- Yes
On Pro
Unlimited customers and vehicles — tied to every RO
Phone, email, and visit history on the same record the estimate uses. History stays with the shop, not a sticky note.
On Pro. In-shop service history is this shop’s work — we do not sell a third-party vehicle report here.
Operate
Counter path: who, what, which RO
1. Find or create the customer. One record for phone and email — the same one appointments and estimates use.
2. Attach the vehicle. Many vehicles under one customer without a user cap on founding Pro.
3. Open the RO from the same place. Estimates, appointments, and the board point at records that already know who owns the car.
Prior work this shop actually performed lives on the service-history story — pair that page. Do not import a third-party history product here.
Contrast
Sticky notes vs shop records
Before
Customer info on the RO jacket. Vehicle details in a text thread. “Last time we saw them” is tribal knowledge.
After
Unlimited founding customer and vehicle records on Pro, tied to every RO. This-shop visit history stays this-shop — not a bought vehicle report.
Honest packaging
What this page will not invent
Unlimited founding customer and vehicle records on Pro means the counter can stop rationing logins or records to fit a tier chart. It does not mean we built a marketing automation cloud with journeys and segments on this URL.
Unlimited founding records
- Pro
- Yes
- Elite
- Yes
- Ultra
- Yes
Third-party vehicle history
- Pro
- No
- Elite
- No
- Ultra
- No
Review/SMS marketing campaigns
- Pro
- Not this page
- Elite
- Elsewhere where packaged
- Ultra
- Elsewhere
Why it matters
CRM basics that refuse third-party theater
Shop owners are used to being sold “vehicle history” as if a third-party report were the same thing as knowing what your shop did last time. ShopRally separates those ideas on purpose. Customers & vehicles is the CRM record: people, phones, emails, vehicles, and the ROs attached to them. In-shop service history — what you actually performed — is a paired story. A third-party report is not on this page, not on Pro, and not smuggled in as Ultra magic.
That honesty matters for founding shops who already distrust shop software that overclaims. Review campaigns live on the reviews packaging ladder. Two-way SMS lives on its own Elite page. This page stays Operate CRM basics.
When an advisor opens a vehicle, they should see the shop’s relationship — not a purchased dossier with logos we are forbidden to wave around. If you need prior this-shop work detail, follow the service-history pair. If you need to schedule, follow appointments. If you need to quote, follow estimates. Customers is the hub record those tools share.
Founding claim
What “unlimited” does and does not mean
We match the live founding claim: unlimited customer and vehicle records on Pro tied to ROs. We will not invent per-seat CRM pricing theater on this page. We will not claim a third-party data network. We will not show fake lifetime-value charts. The job is simpler and more valuable: one customer, many vehicles, every RO attached, history the shop owns.
Built by a shop owner means the CRM page should sound like the counter, not like a venture SaaS “lifecycle” deck. Customers call. They own more than one car. They come back. You need their number on the same screen as the RO — not in a different database you export on Fridays.
That is why unlimited founding records matter, and why third-party history does not belong here. Your differentiator is the work you performed, stored as this-shop history, paired honestly. Everything else is noise we refuse to print.
When the phone rings, the record should already know the vehicle. That is the whole customers page: unlimited founding CRM basics on Pro, this-shop history paired honestly, and no third-party report cosplay. Everything else can wait for the pages that own it — reviews for campaigns, two-way SMS for Elite threads, estimates for the ticket. We will not invent per-seat CRM pricing theater or fake lifetime-value charts on this URL.
Packaging
Questions about this feature
Is a third-party vehicle report included?
No. We do not sell a third-party vehicle report on this page.
Is there a cap on customers?
Founding Pro includes unlimited customer and vehicle records tied to ROs.
How is this different from service history?
Customers is who and which vehicle. Service history is prior this-shop work on that vehicle. See In-shop service history.
Is this a marketing CRM with campaigns?
Not on this page. Review request campaigns live on the reviews packaging story — we will not invent a campaign suite here.
Reserve a founding seat
When the phone rings, the record should already know the vehicle. Unlimited founding CRM basics on Pro, this-shop history paired honestly, and no third-party report cosplay.
Launching Q4 2026 · no card · we'll invite you at launch
Built by a shop owner · Launching Q4 2026