Customer Profiles

Every customer, every interaction, in one place

Customer profiles in CSM are shared across your entire operation — not locked to a single shop location. A customer who brings two vehicles for service at two locations is one person in the system, with one contact record and one complete history.

• One customer record shared across all shop locations
• Full repair history across every vehicle they have brought in
• Contact details, notes, and communication preferences in one view
• Fast lookup by name, email, or phone number
• Customer portal access managed from the profile
• All linked vehicles visible at a glance