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

Greg Maguire

Re-engagement due
(443) 555-2787 greg.maguire@email.com Advisor · Sean P.
Lifetime value

$699

From local visit history

Visits

1

Last in 7 mo ago

Active vehicles

1

In the local directory

Open service

$195

2 recommendations

Recent activity

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

  1. Payment paid · $318.40

    8:42 AM · Seeded

    RO #50988 · card · seeded demo transaction

  2. Repair order #50988

    Today · 3:30 PM · Seeded

    1984 Porsche 928 · In progress · $699.00

Next best action

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

Send a win-back

Marketing
  • 7 months since the last visit
  • 2 open recommendations ($195)
  • $699 lifetime value at risk
  • Consent OK — SMS permitted

Vehicle snapshot

1 vehicle on file

Seeded record

1984 Porsche 928

••••••••6019 (seeded) · plate Not on file

30,922 miToday · 3:30 PM

Open recommendations

2 items · $195 recoverable service

0 safety-critical

Wiper blades streaking

1984 Porsche 928 · seeded

$45

Coolant service due by mileage

1984 Porsche 928 · seeded

$150
AI follow-up

Convert $195 into the next visit.

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

Relationship health (derived)

75/100

Watch
Likely to book (derived)
80%
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
Sean P.