Communications

Email, SMS and WhatsApp go out from the customer's record.

Email goes out from the contact it belongs to, in your branding. From Professional, SMS and WhatsApp do too, and 3CX pops up a caller's record as it rings.

Book a demo See how it works

Templates that already look like you.

Build email, SMS and WhatsApp templates once and reuse them. Placeholders pull in the customer, vehicle and deal, and your dealer branding is applied for you.

Email, SMS and WhatsApp templates
A block email editor
Merge-field placeholders
System templates cloned before editing

SMS and WhatsApp show their delivery status.

With your Twilio account connected, send SMS and WhatsApp from the customer’s record, with delivery status shown on each message. SMS and WhatsApp come with Professional.

Delivery status per message
Sent from the customer’s record
Twilio account required

Connect your 3CX phone system to Spectra.

Connect a 3CX V20 phone system and the customer's record pops up while it rings. Click to dial from a contact. 3CX telephony is part of Professional.

Screen-pop while ringing
Click-to-dial
Unknown callers created as contacts
Call log with direction, outcome and recording link
Missed-call automation trigger

Your mailbox and your delivery route.

Each user can connect Gmail, Outlook or an IMAP mailbox. Bulk and system email goes out through AWS SES or SMTP. Logs record what was sent and to whom.

Gmail, Outlook and IMAP mailboxes
AWS SES or SMTP delivery
Communication logs

AI in Communications writes the draft. You decide what goes.

Mail drafting writes a reply grounded in the thread and the customer's record. With 3CX connected (Professional), the assistant can brief you on a caller.

Fill inserts links only when you click it, and Send stays blocked while a placeholder is unfilled.
Call transcription comes from your 3CX phone system, and Spectra stores it with the call.
Mail-agent outcomes are logged.

Connected modules. They work from the same customer, vehicle and money records as this one.

Works with. The systems this module connects to.

Twilio SMS and WhatsApp
Send SMS and WhatsApp from the CRM, with delivery status.
Connect your accountFrom Professional
3CX phone system (V20)
Screen-pop while it rings, click-to-dial, unknown callers created as contacts and a call log with recording link. Transcription and sentiment come from your 3CX system.
Connect your accountFrom Professional
AWS SES and SMTP
Email delivery for campaigns and one-to-one mail, through Amazon SES or an SMTP server.
Connect your account
Gmail, Microsoft Outlook and IMAP
Give each user a mailbox inside Spectra, with labels, attachments, drafts and AI drafting.
Connect your account

Questions and answers

Which phone systems does it work with?

3CX V20, from Professional. Screen-pop, click-to-dial, unknown-caller creation and the call log work once the phone system is connected.

Who transcribes the calls?

Your 3CX phone system. Spectra stores the transcription the phone system sends, alongside the call record and the recording link.

Is our branding applied to messages?

Yes. Dealer branding is applied to templates automatically, and system templates are cloned before you edit them.

Can we send email from our own address?

Bulk and system email goes out through AWS SES or SMTP, and each user can connect their own Gmail, Outlook or IMAP mailbox.

Can calls be recorded against a customer?

Yes. Calls can be logged on the contact's timeline, and a connected 3CX system keeps a call log with direction, outcome and a recording link.

Can a missed call trigger a follow-up?

Yes, from Professional. With 3CX connected, a missed call from a known or newly created contact can start an automation.

Answer the phone knowing who is calling.

Book a demo and we will show a call popping up the customer's record, and a text and an email sent from it.

Book a demo See Spectra AI

Spectra. The DMS for leisure dealers.