Automotive
CRM for Automotive Customization Shops
A bolt-on accessory install and a six-week build arrive through the same phone number. They should not travel down the same intake path.
Where leads disappear
Common leaks in automotive customization shops
Quick install requests and long build inquiries land in the same queue
Vehicle year, make, model, and trim collected two or three times
Consultation booked but no deposit stage, so the calendar fills with tire kickers
Multi-line quotes sent once and never followed up
No named owner on a build inquiry, so it sits over the weekend
Customers calling for progress updates because nothing was handed off
Source of a $12k build recorded nowhere
One connected flow
Capture, answer, route, follow up, book, attribute
The same six steps, mapped to how your work actually comes in.
- 01
Capture the inquiry with service type, vehicle, and timeline
- 02
Split intake: quick install path or longer build path
- 03
Answer fast with approved questions, day or night
- 04
Assign a named owner on every build inquiry
- 05
Book the consultation and mark the deposit stage
- 06
Follow up on open quotes until there is a yes or a no
- 07
Hand off to production with a progress-update touchpoint
- 08
Attribute the booked ticket to its source
Capabilities
What gets installed first here
Capture
Service Business CRM
One contact record per person. Every call, text, form, estimate, appointment, and note lives on it.
Estimate Closer
Estimate Follow-Up
Track sent estimates, remind on a schedule you approve, and alert the team on accepted or rejected activity.
Booking
Appointment Booking
Estimates, consults, and appointments booked on your live calendar, with confirmations and reminders.
Revenue/source attribution
Source Attribution
Every lead carries its source through the pipeline, so booked work is traceable to where it came from.
Speed-to-Lead
Lead Routing & Alerts
New leads are assigned by job type, area, or team, with alerts until someone owns the lead.
What the AI handles, what your team handles
Cross X OS handles
- First reply speed
- Approved answers and detail collection
- Routing, reminders, and booking
- Source tagging
Your team handles
- Quoting and pricing
- Exceptions and negotiation
- Closing the job
- Anything that needs judgment
Questions
Common questions
How do quick installs and long builds stay separate?
Intake asks for the service type first, then branches. A wheel or accessory install collects vehicle details and goes straight to a booking path. A fabrication or performance build collects scope and timeline, gets a named owner, and moves to a consultation stage before any quote work starts.
Does Cross X OS replace my estimating or shop-management software?
No. Cross X OS owns the pre-sale conversation: capture, first response, routing, consultation booking, deposit stage tracking, quote follow-up, and attribution. Estimating, parts ordering, labor tracking, and invoicing stay in the systems built for that work.
Who writes the quote?
Your team does. Automation collects vehicle and service details, answers approved general questions, and follows up on a quote once it exists. Pricing, scope decisions, and negotiation stay with people.
Can it handle deposits and consultation stages?
The pipeline carries a consultation stage and a deposit stage so an inquiry cannot be marked sold before both are recorded. Payment collection itself stays wherever you take payments today.
What does it cost?
Every engagement starts with the $7,500 Lead Leak Fix installation performed by Cross X Agency. The installed account then runs at $497 per month. There is no software-only or self-serve option.
Nearby
Other industries we install for
Every install is the same required path: $7,500 installation, then $497 per month. See pricing or see implementations.
Next step
See if Cross X OS fits your lead flow
Start with the product-fit intake. If it fits, the next step is the Lead Leak Fix installation.
Cross X OS is the platform. The Lead Leak Fix is the installation. Cross X Agency is the team that installs it.