Every customer, banded by where they actually are in the lifecycle.
Most shops know who their VIPs are and who they haven't seen in a year. They don't know who's about to slip from Active into At Risk this week. The Customer Pipeline reads every customer's real signals — last appointment date, open quotes, payment history, recent visit frequency — and bands them into one of six lifecycle stages. Open it and you see exactly which customers need a touch right now to keep them moving in the right direction. Drag cards across bands when you have context the system doesn't (a verbal commitment, a known life event), and the override sticks.
Launching soon — get early access.
Customer pipeline
Lifecycle bands · drag a card to move stage · 237 customers
Total
237
Active
14260%
At Risk
23+4
Avg time-in-stage
42d
Lead
—
Tasha B.
Inquired 2d ago
Owen R.
Quote viewed 6h ago
Prospect
$0 / $4.2k pot.
Sara H.
Booked Thu
Marcus L.
Quote sent 1d ago
Active
$68.4k LTV
Priya M.
Visited 3d ago
Devon B.
Visited 2 wk ago
Grace H.
Visited 8d ago
At Risk
$11.8k at risk
Miguel R.
63d since last visit
Jenna P.
71d since last visit
Won Back
$5.4k recovered
Ryan C.
Re-booked yesterday
Alex T.
Re-booked 5d ago
Churned
$14.2k lost LTV
Nate K.
Last seen 14 mo ago
What's included
The full capability list.
Everything that ships on day one. No feature-gating surprises inside a single plan.
- 6 lifecycle bands: Lead, Prospect, Active, At Risk, Won Back, Churned
- Auto-classification from real signals — recency, quote activity, payment cadence, appointment history
- Range presets: last 7 days / 30 days / 90 days / YTD / all-time / custom
- Drag-to-restage with one-click override (sticky until next signal change)
- Card preview: last service, last spend, days since visit, open quotes, pinned notes
- Click-through to the full CRM record without leaving the board
- Per-band counts + revenue totals in the column header
- Filter by tag, ZIP, vehicle, primary service — re-band a slice on the fly
Who it's for
Built specifically for…
- Shop owners who want a single screen for 'who needs attention this week?'
- Sales-counter staff working a callback list each morning
- Multi-location managers monitoring At-Risk cohorts across shops
What it replaces
The old way…
- Sticky-note 'follow up next week' piles that get tossed every Friday
- Generic CRM 'leads' lists that don't distinguish a real lead from a tire-kicker
- Spreadsheet exports re-segmented by hand every Monday morning
How it works
Set it up once. Run it forever.
- 1
1. Open the board
Every customer auto-classified into one of six bands from real signals (recency, payment cadence, quote activity, appointment history). No manual tagging required to get started.
- 2
2. Filter or pick a range
Range presets (7d / 30d / 90d / YTD / custom) re-band the cohort for that window. Filter by tag, ZIP, vehicle, primary service to focus on a slice.
- 3
3. Act from the card
Drag to restage when you have context. Or fire a drip enrollment, send a one-off SMS, or open the full CRM record straight from the card menu.
How a shop actually uses this
Sample Shop LLC's manager opens the pipeline Monday at 8am. Active band: 412 customers, $182k YTD revenue. At Risk band: 38 customers (auto-classified — 90+ days since last visit but two services in the prior 12 months). She filters to ZIP=78704, sees 6 At-Risk customers in her best-converting ZIP, fires the win-back drip enrollment from the card menu. By Wednesday 2 of them have rebooked. Total time spent: 7 minutes.
Questions
Good to know.
- How are bands assigned automatically?
- Each band has a deterministic signal recipe — Active = visit within 90d + 2+ services in 12mo, At Risk = no visit 90-180d with prior activity, Churned = no visit 365d+, Won Back = visit within 30d after 180d gap, Prospect = quote in last 30d no booking, Lead = customer record with no completed service yet.
- What happens when I drag a card?
- The override sticks until the next significant signal change (e.g. they book, they let another 90 days pass). Useful when you know a verbal commitment or a known life event the system can't see.
- Can I see revenue per band?
- Yes — each column header shows live count + total revenue for that band over the active range preset. Quick way to see whether your At-Risk cohort is also your high-revenue cohort (it usually is, which makes triage way more obvious).
Explore more
Pairs well with
Customer CRM
Search by name, plate, or VIN in milliseconds. Every appointment, quote, invoice, warranty, and photo attached to the right record — forever.
Sales playbook
Six AI-written nudges per customer over a year — review, warranty, cross-sell, maintenance, win-back, anniversary — with reply intent classified and acted on automatically.
Drip Campaigns
+$49/mo add-on. 8 starter templates (welcome, win-back, post-service review, quote follow-up, more), auto-enrollment on NO_VISIT_DAYS and STATUS_CHANGE triggers, exit-on-reply, per-campaign analytics. Software fee only — sends draw from your shop's existing SMS + email quota, capped at $100/mo by default so a runaway sequence can't bankrupt you.
Reports
Revenue, installer leaderboard, job margin, booking conversion, SMS-to-customer response. Not a thousand charts — the 10 you'll check every Monday.
Customer portal
Operator hits 'Send portal link' on any customer → customer gets an SMS with a 30-day token. Lands at /portal/<token>. No password, no app install required.
Get customer pipeline first at launch.
Launching soon — join the waitlist for early access. At launch: 30-day free trial with full access to every feature on this page, no credit card.
Launching soon — get early access.