Auto Parts CRM

The measure of a CRM is not how much it can store. It is whether the person on the phone can see the next action without opening a second tab.

Design principle behind the Auto Parts CRM

1. The number first, the label second

   Every card leads with the figure at display weight, then explains it. A manager scanning the dashboard reads values before they read words.

2. Status is a colour, not a sentence

   In transit, invoiced, active, converted — each state has one chip treatment used identically across leads, orders, shipments, and users.

3. Actions sit on the object they act on

   Invoice controls live on the order. Convert-to-order lives on the lead row. Nothing important hides behind a menu two levels deep.

4. Dense, but never cramped

   Tables carry eight columns at a comfortable 44px row height, on a soft blue-white canvas that keeps long shifts easy on the eyes.

• 01
  Before

  Leads lived in three places

  Inbound calls, marketplace inquiries, and follow-ups were split across spreadsheets, inboxes, and personal notes. Nobody could say what was still open.

  Now

  One pipeline with honest statuses

• 02
  Before

  Quotes did not become orders

  Converting a quote meant retyping customer, vehicle, and part details into a second system — so quotes went cold while the paperwork caught up.

  Now

  One action promotes a lead

• 03
  Before

  Invoicing stalled on signatures

  Invoices were generated outside the workflow, emailed manually, and chased over phone. No one could see whether a customer had signed.

  Now

  Generate, send, sign, re-issue in place

• 04
  Before

  Shipping was a black box

  BOL and PRO numbers sat with the carrier desk. Sales had no way to answer 'where is my part?' without forwarding the question.

  Now

  BOL and PRO on the order itself

1. 01Lead captured
2. 02Quoted
3. 03Converted
4. 04Order built
5. 05Invoiced
6. 06Signed
7. 07Shipped
8. 08Reported

• 7workspacesDashboard, Leads, Orders, Shipments, Costs, Notes, User Center
• 3access rolesAdmin, sales agent, and shipping account — each sees a different app
• 6lead stagesProspect through converted, with reasons captured on every drop-off
• 1record end to endThe same order carries quote, invoice, signature, and shipment

• A quote becomes an order in one action, carrying customer, vehicle, and part detail with it.
• Invoice generation, delivery, signing, and re-issue happen inside the order — never in a side channel.
• Every order answers 'what happened and who did it' from a single timeline.
• Sales, admin, and shipping work from the same data with three different levels of access.
• Delays are counted as their own metric, so exception handling is the first job of the day.
• Revenue, paid, partially paid, and outstanding balance are visible without exporting anything.