Marketing that stays close to the customer.
Search enrichment, SMS and email campaigns alongside your customers and projects. From the first message to the next job, keep the context together.
Example campaigns shown below. Outreach and bulk campaigns are part of the Enterprise pack.
Start a conversation with more context.
Bring public business details into a lead record. Review the contact information and source context before you reach out — less research scattered across tabs.
Reach the customers who need the next step.
Build an audience from your CRM records, compose a message and keep the replies with the customer. Use consented contacts and respect channel permissions and opt-outs.
Make the message fit the customer’s moment.
A service reminder, a project check-in or a returning-customer campaign. Use record details to shape the audience, review the send and follow replies back to the work.
The reply is where the work begins.
A customer asks a question, books a visit or opts out. Keep that response on their record, with the context your team needs to follow through.
Marketing FAQs
Can I run email and SMS campaigns from my CRM?
Specter Systems connects outreach to CRM records so your audience, message and customer replies can stay alongside the work. Outreach and bulk campaign tools are included in the Enterprise pack; channel usage and provider requirements still apply.
How do you turn a business name into a contactable lead?
Specter Systems can help gather public business and contact details into a lead record. Review the results for accuracy and suitability before contacting someone; enrichment does not establish consent to receive marketing.
Can I tailor outreach to where a customer is in my workflow?
Use your CRM record details and audience filters to shape the campaign—for example, customers due for a service rather than those already booked. Review the audience and exclusions before sending.
Where do campaign replies go?
Replies remain connected to the customer record so your team can see the context and take the next step. Keep consent and opt-out requirements part of your outreach process.
Built for a lending team? See the same experience with deal-specific workflows.
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