Vehicle · 2018 Toyota Hilux1ABC-234
Brake service · pads + rotors front · $842
- Logged 2 weeks ago · Mike (technician)
- Tier discount applied · saved $148
- Next service due · 122,000 km or 6 months
CRM that ships with the shop · No marketing add-on
Every customer. Every car.
Every conversation — in one record.
Workshop1 keeps every customer’s vehicles, jobs, conversations, and pricing in one place — and groups your fleet accounts, member clubs, and trade partners so the right tier shows up on every quote, automatically.
workshop1.app / customers / cooper-logistics
VIP
Customer · since Mar 2023
Cooper Logistics PTY LTD
Group · Fleet · Tier 2Pricing · Trade -15%Consent · SMS + email
3 vehicles
In bay · 2021 Ford Ranger2DEF-567
Service B · oil + filters · auto-quoted at Trade -15%
- Customer booked online · matched to existing record
- Tier pricing pulled from group · no manual edit
- SMS confirmation queued for Marg (fleet manager)…
Vehicle · 2019 Isuzu D-Max3GHI-890
Next service due · WoF + minor in 11 days
Reminder SMS scheduled for Mon 9 AM · uses fleet template
Across pilot shops this quarter
Relationships compound when the record is right.
68%
Returning customers
$2,140
Avg lifetime value
41%
SMS reply rate
2.4×
Fleet revenue uplift
What you get
The customer record competitors keep promising.
Profile, group, conversation, fleet — four pillars that turn a contact card into a real CRM. All in the base plan, no marketing upcharge.
Profile
360° customer profile.
Vehicles, jobs, invoices, conversations, files, consent — all under one record. When the car changes hands, history follows the vehicle, marketing consent doesn't.
NameCooper Logistics PTY LTDVIP
CarsHilux · Ranger · D-Max (next: WoF in 11d)3
LTV$14,200 across 12 visits12d ago
Hilux logbook due in 6 weeks · auto-reminder queuedMon 9 AM
Groups + tiers
Customer groups & price tiers.
Group your fleet accounts, member clubs, taxi co-ops, and trade partners. Attach a price tier to the group — every quote, invoice, and online booking reads it automatically. No competitor offers this.
Fleet · Cooper Logistics3 carsTrade -15%
Taxi Co-op · Capital47 carsTrade -10%
Member club · GT Owners18 carsMember -5%
Conversations
Real two-way SMS threads.
Customers reply from their normal messages app — no portal, no login, no link to click. Threads land back on the profile and the open job. Photos, approvals, deferred work, all inline.
Marg · Cooper Logistics · (02) 9000 1234
Hey can you fit the Ranger in this week? Service due.
SHOPYep — Service B is $410 at your trade rate. Thu 8:30 or Fri 1:00?
Thu works.
SHOPBooked Bay 2. Logged to Cooper Logistics · Ranger 2DEF-567.
Fleet & B2B
Fleet accounts, done properly.
Invite the fleet manager as a read-only user scoped to their vehicles. They see their fleet, their jobs, their invoices — and nothing else. Multi-org RBAC built in from day one.
MCMarg Cooper · fleet managerRead-only
3
vehicles
24
jobs YTD
$14.2k
spend
Sees only Cooper Logistics vehicles · cannot edit, cannot see other shops.
How it works
Capture · Group · Retain.
Three phases. One profile. Pricing and consent that follow the customer wherever they show up.
01
Capture once
New customer? Add them in seconds — or let the online booking and walk-in flows create the record. Duplicates auto-merge by phone, email, or rego.
Online booking · walk-in · phoneAuto-merge by phone / email / regoConsent captured at source
02
Group & price
Drop the customer into a group — Fleet, Trade, Member, VIP — and the group's price tier follows them everywhere. Quotes, invoices, online booking all read it.
Customer groupsPer-group price tiersPer-customer overrides
03
Retain & re-engage
Service reminders, declined-job follow-ups, review requests, NPS — automated, throttled, opt-in-respecting. Threaded SMS replies land back on the profile.
Reminders · declined-job nudgesReview + NPS automationAudit log of every touch
Online booking → fleet group
One booking. Tier pricing. Fleet auto-routing.
A real flow from a real pilot shop. The customer never sees the plumbing — your front-of-house never re-types a thing.
- Customer books online → match to existing record by phone.
- Group recognised → Cooper Logistics · Fleet Tier 2 · Trade -15%.
- Quote auto-priced → no manual discount, no re-type.
- SMS confirmation sent → fleet manager replies in their normal app.
- Logged to fleet account → invoices roll up to one monthly statement.
TriggerCustomer books online
MatchExisting record · phone match
PricingApply Fleet Tier 2 · Trade -15%
SendSMS confirmation to fleet manager
Roll upAdd to Cooper Logistics monthly statement
Trust & compliance
A customer record your fleet account can audit.
GDPR + AU Privacy Act ready.
Built to the bar your insurer expects. Privacy Act 1988 and Spam Act 2003 obligations baked into the consent model — not bolted on.
Customer consent log.
Every customer carries a who · when · channel · what record of what they opted in to. One click to opt out, fully auditable forever.
PII encrypted at rest.
Customer profiles, vehicles, conversations — all encrypted at rest with per-shop keys. Single-tenant options for fleet customers who require it.
Export & delete on request.
One click exports everything you hold about a customer to CSV or JSON. One click anonymises them while keeping vehicle service history intact.
Honest answers.
Stop tagging fleet accounts.
Start running them.
Migrate your customers, your vehicles, and your fleet groups in one session. We’ll set up your tiers, import your consent state, and run with you for 30 days — free.