Estimoto CRM
Run the front office of every location from one CRM.
Customers, the job pipeline, calls and texts, parts, rentals, scheduling and insurance follow-up in one place, with agents that chase the routine work and wait for your approval before anything reaches a customer.
For shop owners and office managers. No estimating subscription required.
How it works
Estimoto CRM, step by step. Keep scrolling.
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Today shows the numbers that can change today: rentals out, parts received, cars waiting to be written and today's estimates, then an AI summary of what moved and why. Multi-location owners see every shop rolled up with per-location drill-down.
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Included features
What you get with Estimoto CRM.
Pipeline & customers
- Stage-based job pipeline
- Customer records with full history
- Built-in calling and texting from a softphone
- Customer email with consent tracking
- Stage-triggered email automation
Parts, rentals & scheduling
- Parts board with order tracking and late-part flags
- Rental and loaner agreements
- Appointments and drop-off scheduling
- A booking page customers use themselves
- Digital vehicle inspections shared by link
Insurance & delivery
- Supplement and approval tracking
- Rebuttal drafting for carrier pushback
- Insurer contact book with a delivery log
Money
- Customer payments through a self-serve portal
- QuickBooks Online sync
- Commission rates per team member, built into job costing
- Per-estimate usage and billing visibility
Intelligence & agents
- Volume, close-rate and cycle-time analytics
- Pricing intelligence
- Learning from the detections you accept and dismiss
- AI agents on Gmail, Outlook, Slack, Google Drive/Sheets/Docs/Calendar, QuickBooks and Mailchimp
- Multi-location rollups with per-location drill-down
Choose your CRM
Every tier includes a 14-day free trial. Estimates bill separately per use. Move up a tier anytime.
Mobile CRM
$99/mo flat
Send estimate links, manage estimates and customers, and call or text from the shop number on your phone.
No desktop dashboard, AI agents or automations.
Single Shop CRM
$249/mo flat
The Estimoto app plus the full CRM on the web for one shop: pipeline, parts, scheduling, money, calling and texting, and AI agents.
One shop location. No additional locations or multi-shop rollups, no team commission rates.
Desktop CRM
$499/mo flat
Everything in Single Shop, for every location you run: all your shops under one login, multi-location rollups and team commission rates.
Every location and every seat included.