DetailFlow OS
A CRM we built for mobile detailing shops, shown with demo data.
A CRM for a mobile detailer: leads, customers, the day's jobs and unpaid invoices in one place.
The CRM on a desktop screen and on a phone. All names and numbers are made-up demo data.
What the CRM is for
A mobile detailer works out of a van. The jobs are at the customer's address, and the office is a phone. DetailFlow OS keeps the whole business in one place that works on that phone.
We built a Today screen that lists the day's jobs, who is doing each one and which invoices are still unpaid. Leads sit in a list by stage: new, contacted, estimate sent and booked. Turning a lead into a customer takes one step. There is also a calendar for booking jobs, a customer list, a service list, estimates, invoices and a reports screen. Every screen shown here is filled with made-up demo data.
This trade called for a calendar, estimates and invoices on top of leads and customers. Your CRM is set up around your business, with the screens you need.
What it does
- Today screen with the day's jobs and unpaid invoices
- Leads sorted by stage, with where each one came from
- One step to turn a lead into a customer
- Customer list your whole team can search
- Calendar for booking jobs
- Estimates, invoices and a reports screen
More screens
Real screens from the running CRM. All names and numbers are made-up demo data.
Leads, by stage
Every open lead and the stage it sits in, so you can see who is waiting on you.
Customers
Names and numbers the whole team can find in seconds.
Reports
Money collected, how many leads became customers and how many customers came back.
Want a CRM built around your business?
A 15-minute call. You will leave knowing which build fits and what it costs. No pressure and no jargon.