Spectra Auto Services
/
CRMOverviewInboxOpportunitiesCustomersAccountsVehiclesData & trustAI agentsAutomationsCampaignsReputationInsights
CustomersLocal prototype · not connected
CM

Cory Martin

Re-engagement due
(301) 555-1504 cory.martin@email.com Advisor · Tony B.
Lifetime value

$89

From local visit history

Visits

1

Last in 12 mo ago

Active vehicles

1

In the local directory

Open service

$0

0 recommendations

Recent activity

Visit ledger, deferred work, payments, messages, and logged actions

  1. Payment paid · $142.00

    9:15 AM · Seeded

    RO #45181 · card · seeded demo transaction

  2. Repair order #45181

    Today · 5:30 PM · Seeded

    2012 Mercedes-Benz S-Class · Estimate · $89.00

Next best action

One recommended step, derived from open work, cadence, schedule, and consent

Send a win-back

Marketing
  • 12 months since the last visit
  • No open work on file
  • $89 lifetime value at risk
  • Consent OK — SMS permitted

Vehicle snapshot

1 vehicle on file

Seeded record

2012 Mercedes-Benz S-Class

••••••••8512 (seeded) · plate Not on file

73,082 miToday · 5:30 PM
AI follow-up

Convert $0 into the next visit.

Derived locally from this profile’s open recommendations, visit cadence, and preferences.

Relationship health (derived)

69/100

Watch
Likely to book (derived)
70%
Preferred time
Morning

Next visit

Nothing scheduled

Pick a capacity-checked slot from the live planner.

Contact & preferences

Preferred channel
Text · Morning
Communication consent
SMS + email
Marketing
Opted in
Relationship owner
Tony B.