Pipeline, retention, automation, reporting

CRM that connects pipeline, service, and retention.

Manage leads and customers with segmentation, automation, and reporting. Connect CRM with marketing automation and contact center workflows to increase conversion and response speed.

Request a Demo Spell Marketing Hub Automotive fit

Lead to customer lifecycle Segmentation and automation Reporting and dashboards

Built to move faster from lead to revenue

Designed for teams that need clean pipeline visibility, consistent follow up, and measurable performance across sales and service.

◎

Pipeline clarity

Stages, ownership, tasks, and dashboards that keep every opportunity visible and accountable.

⟲

Lifecycle automation

Automated follow ups, reminders, routing, and handoffs so no lead or customer falls through.

▦

Reporting

Conversion tracking, activity visibility, and performance reporting for coaching and optimization.

Key capabilities

Lead and pipeline management with stages, ownership, and activity tracking
Customer profiles with segmentation, notes, and interaction history
Task automation, reminders, routing, and escalation rules
Custom fields and views to match your sales and service workflow
Dashboards for pipeline visibility, conversion, and performance reporting

Integrations and deployment

Managed deployment or private cloud deployment
Web forms and landing page lead capture
Integration with Spell Marketing Hub for campaigns and journeys
Contact center integration for call logging, routing, and attribution where needed
ERP integration for operational visibility when required

We can start with core pipeline, then add automation and integrations once reporting baselines are in place.

Common use cases

Where teams typically see the fastest lift in conversion and response speed.

⚡

Lead follow up speed

Auto assignments, response reminders, and escalation so new leads are contacted fast and consistently.

✉

Retention and win back

Lifecycle sequences for check-ins, service reminders, renewal workflows, and targeted reactivation.

☎

Call center connection

Call logging and attribution plus workflows that connect calls to outcomes, appointments, and revenue.

AI features

AI is optional and governed. It is used to speed up qualification and improve visibility while keeping review controls in place.

Lead summaries and suggested next steps
Draft messaging for follow up, confirmations, and retention
Trend highlights for pipeline drop offs and activity gaps
Conversation summaries from calls when integrated

Next step

We can demo the CRM, map your workflow, and propose a rollout plan with reporting and automation milestones.

Request a Demo Back to Products View Work