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CRM and marketing

Each customer’s record shows your conversations with them.

Contacts, consent, campaigns, live chat and your mailbox belong to the same person. That person is already linked to the vehicles you sold them and the jobs you did.

Book a demoSee how it works
A Spectra contact record with recent activity, open deals, tasks and marketing consent on one page.

What it does

A record that shows the whole relationship.

Contacts and company accounts carry saved views and a timeline of what was said, sent and sold. Duplicate detection flags the same person entered twice, and merge combines them.

  • Saved views for the lists you use every day
  • A timeline across mail, logged calls and deals
  • Duplicate detection and merge
  • Company accounts for fleets and trade customers

Lists, campaigns and landing pages that report back.

Build lists by hand or with dynamic rules that refresh as contacts change, then send bulk email or run a campaign. Reports show deliverability, engagement and when people open.

  • Dynamic list rules
  • Bulk email and campaigns
  • Landing pages with analytics
  • Subscription forms from Professional
  • Deliverability, engagement and send-time reports

Enquiries land where your team already works.

AutoTrader and eBay leads, storefront enquiries and the part-exchange intake API all create contacts. A website chat widget feeds a live chat inbox. Connections work once you add your accounts.

  • AutoTrader and eBay leads
  • Storefront and dealer-site enquiries
  • Part-exchange intake API
  • Live chat inbox with an embeddable website widget
The live chat inbox, where website visitors’ questions reach your team.

Know who to call this month.

Customer lifetime value scores combine revenue, engagement and churn-risk tiers, with a watchlist and a replacement-cycle estimate. The scores follow set rules and do not use AI.

  • Churn-risk tiers
  • A watchlist
  • A replacement-cycle estimate
  • Rules-based scoring you can explain

AI in CRM drafts the reply. You send it.

"Draft with AI" and "Refine with AI" in your mailbox run an agent grounded in the email thread and the customer’s record. It proposes a reply and never sends it.

  • Payment and quote links, and a booking reference, go in only when you click Fill, and Send stays blocked while any placeholder is unfilled.
  • Logging and task creation run only when you send.
  • The marketing email builder asks clarifying questions and can study a reference image before it generates an email.
  • From Professional, the subscription form builder makes and validates a form from a prompt.

Built on Spectra core. Customers, vehicles and the books are shared by every module, and Spectra AI works across them.

See the platform

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

Works with. The systems this module connects to.

  • AutoTrader

    Lead webhooks into the CRM once you connect your account.

    Connect your account

  • eBay

    Lead webhooks into the CRM once you connect your account.

    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

  • AWS SES and SMTP

    Email delivery for campaigns and one-to-one mail, through Amazon SES or an SMTP server.

    Connect your account

  • Twilio SMS and WhatsApp

    Send SMS and WhatsApp from the CRM, with delivery status.

    Connect your accountFrom Professional

  • HubSpot CRM sync

    Sync contacts with HubSpot from the Data Hub.

    Connect your accountFrom Professional

Questions and answers

Does Spectra record consent for each channel separately?

Yes. Consent is held per contact for email, SMS, WhatsApp and third-party sharing, with a public preference centre and a consent report.

Can we connect our own mailbox?

Yes. Each user can connect Gmail, Outlook or an IMAP mailbox, with labels, attachments and drafts. Connecting a mailbox needs your own account details.

Where do leads from AutoTrader and eBay go?

Into CRM as contacts. Lead webhooks from both, storefront and dealer-site enquiries and a part-exchange intake API are all supported, once the connections are set up.

Is there a chatbot on our website chat?

No. The chat widget feeds a live inbox that your team answers.

Does the customer lifetime value score use AI?

No. It is rules-based: revenue, engagement and churn-risk tiers plus a replacement-cycle estimate, so you can see the reasoning.

Can we import our existing contacts?

Yes. Data Hub imports CSV, JSON or Excel in create or enrich mode, and duplicate detection helps keep the list clean. Data Hub is part of Professional.

Put every customer conversation on one record.

Book a demo and we will show your team the timeline, the consent controls and the lead inbox using data that looks like yours.

Book a demoSee Spectra AI

Spectra. The DMS for leisure dealers.