Retention and outreach
Bring customers back, on time.
Campaigns reach the customers you are about to lose, on a cadence that knows when to wait, and every reply is answered by an agent that can book the visit.
Campaigns
ExportNew campaignAll 6 campaigns (5 active), added up: a person in two counts in each
Enrolled
0
Across 6 campaigns
Reached
0
86%
Replied
0
28%
Goal met
0
6% of enrolled
All 6 campaigns (5 active), added up: a person in two counts in each
Enrolled
0
Across 6 campaigns
Reached
0
86%
Replied
0
28%
Goal met
0
6% of enrolled
What the agents take
Ready-made campaigns for the moments that matter.
Start from a campaign with its audience rules already written, then make it yours.
Lost service customer
Customers who haven’t been back in a while, invited back before they go elsewhere.
Appointment reminder
A reminder before every visit, with an easy way to reschedule.
Missed appointment
An offer to rebook a missed or cancelled visit, sent while it still matters.
Win back lapsed customers
A one-time push to a list you choose, with replies answered.
After the visit
A follow-up once the visit is done, while the experience is fresh.
Blasts
One message, word for word, to everyone on a list it can reach.
Cadence
A held send says why, and when it resumes.
Every send checks consent for its purpose, opt-outs and the store’s quiet hours. A call that would land at 8:47 PM waits for the morning, and the reason is on screen.
Alex Kim
Unsold leads · Leo · Sales
- TextDay 0 · 10:04 AM
“Hi Alex, it’s Leo at Your Store. Still thinking about the Tucson?”
- EmailDay 1 · 9:30 AM
Photos and options for the Tucson SEL you looked at
- Call, heldDay 2 · 8:47 PM
Quiet hours at the store. Waits until 9:00 AM.
- CallDay 3 · 9:00 AM
“Saturday morning could work. What times do you have?”
- Goal metDay 3 · 9:04 AM
Test drive booked · Sat 10:00 AM
Replies
Every reply becomes a conversation.
When someone answers, the agent picks it up in the same thread, in their language, and works toward the campaign’s goal: a booked visit.
Lucía Morales
Text · (619) 555-0118 · Sales
Results
From enrolled to shown.
See who was reached, who replied and who booked, then which visits happened in your DMS.
From booking to a verified outcome
104 of 131 with an RO closedWhat Dealertrack and Xtime said about each booking
Booked
0
Shown
0
RO closed
0
Every booking says who made it
Dana Whitfield
Booked by Mandy on a call
Product screens on this page show an illustrative store; customers, numbers and conversations are examples.
Connected systems
Audiences from the systems you already keep.
Rules-based audiences read your DMS and CRM and stay current, so a campaign always reaches the right people.
DealertrackDMS and scheduling
TekionDMS and scheduling
VinSolutionsCRM
ELEADCRM
DealerSocketCRM
DriveCentricCRM
Which systems a store connects, and what each may read or write, is confirmed with you during setup.
Getting started
Live on one workflow, then the next.
We start where your team feels it most, prove it on your calls and leads, and add the rest when you’re ready.
- 01
Map it.
We pick one workflow with you, connect the systems it needs, and agree what the agent may do and when it hands off.
- 02
Prove it.
The agent runs the scenario benchmark and real test calls with your team before a customer ever hears it.
- 03
Grow it.
Go live on that workflow, watch the results, then add channels, departments and stores.
Answered.Followed up.Booked.
See IDP on your calls, your leads and your systems. We’ll map one workflow with you and run it end to end.