Service Marketing·Service CRM Add-on

Campaigns built from your own service data.

Due-for-service, declined-service, missed-appointment and thank-you campaigns by email, text and BDC call list — targeted by vehicle and service history, and reported back to the repair order.

Book a demo
Why Service CRM

Every campaign, measured by the repair orders it produced.

Finding who’s due

Your campaigns start from the shop’s own data. Service history, work declined at the inspection and due-for-service intervals — the customers who need to hear from you are already identified.

  • Targeting by vehicle, service history and location
  • Declined services from the inspection, queued for follow-up
  • Service-level targeting by op code — Service CRM+
Service CRM — Finding who's due

Building the campaign

Prebuilt campaigns your team can send today, on a schedule you set once. Email, text and BDC call lists come out of the same builder, run by your own people.

  • Prebuilt campaign library and built-in HTML email editor
  • Campaign scheduling with unlimited email sends
  • Custom list import and outbound BDC call lists with managed scripts
Service CRM — Building the campaign

Choosing the channel

The right message, by the channel the customer answers. Email and outbound calls in Service CRM; text campaigns and multi-channel follow-up in Service CRM+.

  • Email campaigns and outbound BDC call campaigns
  • Unlimited text campaigns — Service CRM+
  • Multi-channel follow-up across email and text — Service CRM+
Service CRM — Choosing the channel

Proving the return

Every campaign reports back to the repair orders it produced. Sends, appointments, repair orders and revenue by campaign, so you know what brought customers back.

  • Campaign performance reporting
  • Campaign and retention results tied back to the repair order
  • Inbound call follow-up from campaign response — Service CRM+
Service CRM — Proving the return

Service CRM features

Feature comparison across the products and tiers listed.
Feature Service CRM

Run your own email and call campaigns.

 Service CRM+

Multi-channel campaigns, advanced targeting.

 Total Service Marketing

Fully managed by a dedicated marketing consultant.

Campaign Management

Prebuilt campaigns Included Included Included
Unlimited email sends Included Included Included
Outbound call campaigns Included Included Included
Campaign performance reporting Included Included Included
Built-in HTML email editor Included Included Included
Campaign scheduling Included Included Included
Target by vehicle and service history Included Included Included
Location-based targeting Included Included Included
Build and manage BDC call scripts Included Included Included
Custom list import Included Included Included
Inbound call follow-up Not included Included Included
Multi-channel campaigns Not included Included Included
Unlimited text campaigns Not included Included Included
Service-level targeting Not included Included Included
Embedded video support Not included Not included Included
Open-recall targeting Not included Coming soon Coming soon
Built & managed campaigns Not included Not included Included

Marketing Services

Dedicated marketing consultant Not included Not included Included
Quarterly performance review Not included Not included Included
Strategic planning Not included Not included Included
Monthly ROI reporting Not included Not included Included
Creative design support Not included Not included Included
Quarterly custom campaign Not included Not included Included

Included with the tier. Add-ons are available separately. A numbered feature carries the condition of the same number below.

Related products