Targeted campaigns built from your own CRM
Builds email and text campaigns from CRM segments like aging units and lease ends, personalizes each message, sends it, and routes replies to reps.
Blasts go to everyone and land with no one.
A good campaign needs a clean segment, a message that fits each account and someone watching the replies. Most dealers send one generic email to the full list. The buyers who do answer wait in an inbox until they buy elsewhere.
Forty box truck leases end this quarter and 11 aging units sit on the lot. Marketing sends one blast to the whole list, and the replies land in a shared inbox nobody watches.
Promotion campaign desk, step by step.
The agent does the work inside your systems. Your team approves what matters.
- 1
Build the segment
Pulls accounts from the CRM by lease end, unit age, service history or season.
- 2
Write and send
Personalizes each email or text with the account's units, terms and rep, then sends it.
- 3
Route the replies
Reads every reply, tags the interest and hands warm ones to the right rep with context.
Your team keeps the judgment calls.
The agent takes the repetitive work. People approve, decide and talk to customers.
- Each account hears about units that fit it
- Replies go to a rep, not a shared inbox
- Marketing runs more campaigns with the same team
Works inside the systems you already run
Before you ask.
Builds email and text campaigns from CRM segments like aging units and lease ends, personalizes each message, sends it, and routes replies to reps. It works in three steps: build the segment, write and send and route the replies.
It works inside the tools your team already uses, including CRM, email, SMS and DMS inventory. Nothing to rip out and nothing new to learn.
It starts in shadow mode, drafting the work for your team to approve or correct. You decide what it handles on its own, and every action is logged.
Your data is used only to run the workflows you approve. We do not use your proprietary data to train public or unrelated AI models.
More for truck & equipment dealers
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- Medium-duty truck dealersStock unit matchingMatches each buyer request to units on the lot, in transit or at sister stores and sends the rep or buyer the top options with specs, photos and price.
- Medium-duty truck dealersBody builder handoffPackages the body spec, chassis VIN and PO for the upfitter, tracks the build from receipt to completion and schedules delivery with the buyer.
Start with one agent.
Pick the workflow that hurts most. We'll scope it on the first call.