CompliTrst
complitrst.com
CRM & Operations Intake
Help us understand your shop's needs so we can design the perfect system for your business.
Business Information
Business Name
Primary Contact Name
Role
Select role
Owner
GM
Ops/Shop Manager
Front Desk/Coordinator
Marketing
Other
Email
Phone
Project Goals
Target Go-Live Date
Primary Goal
Select primary goal
Lead tracking and follow-up
Scheduling and no-show reduction
Shop workflow (statuses, assignments, bays)
Intake with photos and condition notes
Invoicing/deposits/payments
Retention (reviews, reminders, memberships)
Phase 1 Priorities (select up to 6)
Choose the features most critical for your initial launch
Customer profiles & multiple vehicles
Scheduling calendar & confirmations
Bay/tech assignment & capacity rules
Job status pipeline
Intake checklist & before/after photos
Quote builder & approvals
Invoices & deposits & tips
Automated messages (reminders, ready alerts)
Memberships / maintenance plans
Dashboards & reporting
Please select up to 6 priorities
Current Operations
Current Tools
List any software or systems you currently use
Lead Sources
How do new customers typically find you?
Payment Model
Select payment model
Deposits & balance
Pay in full only
Membership billing
Combination
Payment Tool
Desired Integrations
Any third-party services you need to connect?
Team & Communication
Number of Users
How many people will access the system?
Roles Needed
Customer Updates Preference
Select preference
Text only
Email only
Text & Email
Client portal & messages
Budget & Decision Making
Phase 1 Budget Range
Select budget range
$5k – $15k
$15k – $30k
$30k – $60k
$60k+
Not decided
Decision Maker Name/Title
Additional Notes
Submit Intake Form
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