Turn your customer base into your best sales channel.
Send targeted WhatsApp, SMS, and email campaigns to leads and existing customers — segmented by product, location, or AMC status — without ever leaving Crystal CRM.
The Problem
Marketing shouldn't mean a separate tool and a stale spreadsheet export
Your customer data already lives in Crystal CRM — product history, AMC status, service dates. But running a campaign usually means exporting a list to yet another tool and hoping the data hasn't gone stale.
Crystal CRM builds campaigns from the same data your team already keeps up to date.
Capability 01
Segment Without Spreadsheets
Build a campaign audience directly from real customer data — no CSV exports, no stale lists.
- Filter by product type, install location, or AMC status
- Target customers with expiring or expired contracts
- Save segments to reuse for future campaigns
- Automatically exclude anyone with an open support ticket
Capability 02
Reach Customers Where They Already Are
Send campaigns over WhatsApp, SMS, or email — whichever channel your customers actually respond to.
- WhatsApp and SMS templates for renewals and offers
- Branded email campaigns with your agency's look
- Schedule sends for the right day and time
- Automatic opt-out handling to stay compliant
Capability 03
Turn Renewals Into Revenue
The moment a contract is expiring, marketing and renewals work together — no manual handoff required.
- Auto-suggested campaigns for expiring AMC segments
- Upsell prompts for customers without a service contract
- Cross-sell campaigns based on products already installed
- One click to turn a campaign response into a new lead
Capability 04
See What's Actually Working
Track opens, clicks, and conversions per campaign — so you know which messages turn into renewals.
- Delivery, open, and click tracking per channel
- Conversion tracking from campaign to won lead
- Compare performance across campaigns over time
- Exportable reports for management review