02 / CUSTOMER CRM
Every buyer, from first enquiry to fifth caravan.
Every call, email and viewing on one shared timeline — so whoever picks up the phone already knows the customer, the vehicle they loved, and what to say next.
app.spectradms.com/crm/customers

CUSTOMER CRM
Every buyer, from first enquiry to fifth caravan.
- 01ONE TIMELINE
Contact details, purchase history and every logged conversation sit on one record — no more piecing a customer together from three inboxes.
- 02NEVER MISS A FOLLOW-UP
Turn an enquiry into a task with a due date, and let reminders keep warm leads from going cold while your team is on the forecourt.
- 03HOUSEHOLDS & ACCOUNTS
Link partners, repeat buyers and business accounts so a returning customer is recognised the moment they get in touch.
app.spectradms.com/crm/customers

app.spectradms.com/tasks

app.spectradms.com/crm/customers/accounts

EVERYTHING IN CUSTOMER CRM
The full capability list.
Contacts & accounts
- Centralised contact database
- Account and contact hierarchies
- Customer segmentation
- Custom fields and tags
Conversations
- Communication history logging
- Automated call logging
- Email integration
- GDPR consent management
Follow-up & leads
- Task and reminder system
- Lead scoring and prioritisation
1 view
per customer
0
missed follow-ups
5x
repeat-buyer recall
100%
calls logged



