Customer Communication & Automation - All Features

Customer Communication & Automation

Automate every customer touchpoint — from service reminders to lease renewals — without lifting a finger.

Key Capabilities

Everything you need to automate customer communications from end to end.

Multi-Channel Sequences

Build automated sequences across email, SMS, WhatsApp, and phone calls with full template support.

Smart Automation Rules

Rules that react to customer behavior — remove from sequence when paid, escalate when overdue.

Auto-Enrollment from Leases

When a deal is signed, customers are automatically enrolled in the right sequences — no manual steps.

Relative Date Triggers

Steps triggered relative to payment due date or lease end date — perfectly timed for each customer.

Full Activity Logging

Track every touchpoint: who received what, when they opened it, and whether they clicked through.

Template Personalization

Dynamic variables like customer name, payment amount, and vehicle VIN are auto-filled from contract data.

How It Works

From lease signing to automated follow-up — four steps, zero manual effort.

1. Build your sequences

Create multi-step workflows with email, SMS, WhatsApp, and phone steps.

2. Set automation rules

Define what happens when customers pay, miss a payment, or reach renewal.

3. Contract signed = auto-enrolled

Customer contact created and enrolled in sequences instantly on signing.

4. Sequences run on autopilot

Every reminder and renewal message goes out at the right time, automatically.

Take manual follow-up completely off your team plate.

The only automotive retail platform you will ever need.