Strata CRM vs Refine CRM

The modern OS for automotive businesses. Strata runs the whole business from one app: booking, texting, quotes, invoices, payments and your numbers, with an AI assistant that learns how you work. Built for automotive service businesses, whether you work mobile or from a location. Meet your AI assistant Ask about your business and it answers from your own numbers: how revenue is doing this month, who hasn't booked in a while, what's open on Tuesday. Each answer points you to the screen with the numbers. Tell it how you run things, like the days you close, and it offers to remember them. Every note it keeps is in Settings, where you can edit or remove it. It acts. You approve. The assistant lines up your next moves, like an invoice that's ready to send, as cards you can review. Nothing goes out until you tap. Book a job in three taps Pick the client, the work and the time. When a job doesn't fit a preset service, add a custom job with its own name, price and length. Everything lands on your calendar. Your booking page Switch on a booking page in your colors with your logo. Customers pick a service, send their vehicle details and request a time, and a deposit is one tap right after they book when you take payments online. Texting that keeps up Text customers from Strata with one thread per customer. Once texting is on, confirmations and reminders go out for you, and customers reply C to confirm. Texting is available in the US and Canada. Quotes, invoices and payments Send quotes customers approve online, turn them into invoices with tax worked out, and record every payment until the balance reads zero. Connect Stripe to take card payments and tips online. Clients and vehicles Every client keeps their vehicles, visits, notes and history in one place, and customers get their own page for quotes, invoices and upcoming visits. Know your numbers See what's booked, collected and owed, revenue by service and how the month is pacing, and export your data whenever you need it. Set up for your country Pick your country and Strata follows it: your currency in every amount, your time zone, dates and the clock the way you write them, and VAT included in prices in the UK and EU. One account, every screen Run Strata on iPhone, iPad, and the web with one account, so the business goes wherever the work does.

Refine CRM is an all-in-one business management platform built specifically for auto detailers. Manage your customers, employees, jobs, invoices, marketing, and customer communication from one simple app. Stay organized from the moment a customer books through the completion of their service and final payment. With Refine CRM, you can: • Manage customers and their vehicles • Schedule and organize jobs • Collect and manage payments • Send appointment reminders and service updates • Communicate with customers via SMS and email • Configure an AI email response system • Keep your entire detailing business organized in one place Whether you’re a solo detailer or managing a growing team, Refine CRM gives you the tools to spend less time on administrative work and more time serving customers and growing your business.