Core Ops
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CRM & Lead Management

Never lose a lead. Capture and track every customer from first contact to completed job.

CRM & Lead Management — Core Ops screenshot

Capture leads from Google, Facebook, Instagram, Yelp, your website, phone, email, walk-ins, and referrals — all in one place.

Track every customer

Store customer info (name, phone, email, address), associate vehicles with contacts, and add notes so your whole team stays in the loop. Track lead sources and move leads through your pipeline with clear statuses.

Activity that matters

Automatic activity logging: contact created, updated, appointments scheduled, orders placed. See the full history for every customer so you never miss context when they call or walk in.

Built for automotive and architectural

  • Automotive: Vehicle tracking, YMMT (year/make/model/trim) support, and coverage areas that match how you sell.
  • Architectural: Multiple addresses per contact, building-based organization, and project tracking.

Core Ops keeps your customer data in one system so you can close more jobs and keep customers coming back.