Dealer Outreach History

Complete touchpoint timeline for every dealer. Track emails, calls, meetings, and engagement.

50

Dealers with Outreach

378

Total Touchpoints

84

Emails Sent

Findlay Automotive Group

Henderson, NVActive CustomerRep: Amanda Foster

12

touches

3

emails

1

calls

2

meetings

Last touch

3 weeks ago

portal content pushedmanualby Amanda Foster3 weeks ago

Portal Content Pushed — Findlay Automotive Group

Pushed new fraud alert to dealer portal dashboard.

meeting setmanualby Amanda Foster1 months ago

Meeting Set — Findlay Automotive Group

In-person meeting confirmed at dealership for contract renewal discussion.

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Findlay Automotive Group

call completedmanualby Amanda Foster2 months ago

Call Completed — Findlay Automotive Group

Dealer interested in adding Fraud Prevention to their stack.

meeting setmanualby Amanda Foster2 months ago

Meeting Set — Findlay Automotive Group

In-person meeting confirmed at dealership for contract renewal discussion.

Bob Moore Auto Group

Oklahoma City, OKProposalRep: James Rodriguez

11

touches

2

emails

3

calls

1

meetings

Last touch

1 months ago

call completedmanualby James Rodriguez1 months ago

Call Completed — Bob Moore Auto Group

Left information about Credit Convert 2.0 features.

email clickedcampaign2 months ago

New Product Launch — Credit Convert 2.0 — Bob Moore Auto Group

email openedcampaign2 months ago

New Product Launch — Credit Convert 2.0 — Bob Moore Auto Group

email sentcampaignby Marketing Team2 months ago

New Product Launch — Credit Convert 2.0 — Bob Moore Auto Group

collateral generatedmanualby James Rodriguez3 months ago

Collateral Generated — Bob Moore Auto Group

Generated personalized market brief for upcoming sales call.

Fox Motors

Grand Rapids, MIProposalRep: Michael Thompson

10

touches

3

emails

1

calls

1

meetings

Last touch

1 months ago

meeting setmanualby Michael Thompson1 months ago

Meeting Set — Fox Motors

In-person meeting confirmed at dealership for quarterly review.

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Fox Motors

email sentcampaignby Marketing Team2 months ago

New Product Launch — Credit Convert 2.0 — Fox Motors

voicemail leftmanualby Michael Thompson2 months ago

Voicemail Left — Fox Motors

Left voicemail regarding new product availability.

follow up duemanualby Michael Thompson2 months ago

Follow Up Due — Fox Motors

Follow up on proposal sent last week.

Tuttle-Click Automotive Group

Irvine, CANegotiationRep: Jessica Williams

10

touches

4

emails

0

calls

0

meetings

Last touch

1 months ago

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Tuttle-Click Automotive Group

follow up duemanualby Jessica Williams1 months ago

Follow Up Due — Tuttle-Click Automotive Group

Follow up on proposal sent last week.

email sentcampaignby Marketing Team2 months ago

New Product Launch — Credit Convert 2.0 — Tuttle-Click Automotive Group

email sentcampaignby Lisa Morgan3 months ago

February Regulatory Digest — Tuttle-Click Automotive Group

follow up duemanualby Jessica Williams3 months ago

Follow Up Due — Tuttle-Click Automotive Group

Follow up on trial activation.

Empire Automotive Group

Huntington Station, NYActive CustomerRep: Emily Chen

10

touches

2

emails

2

calls

0

meetings

Last touch

3 weeks ago

linkedin messagemanualby Emily Chen3 weeks ago

Linkedin Message — Empire Automotive Group

Sent LinkedIn InMail about industry trends.

follow up duemanualby Emily Chen1 months ago

Follow Up Due — Empire Automotive Group

Follow up on trial activation.

email openedcampaign2 months ago

March 2026 Market Intelligence Blast — Empire Automotive Group

email sentcampaignby Lisa Morgan2 months ago

March 2026 Market Intelligence Blast — Empire Automotive Group

linkedin messagemanualby Emily Chen2 months ago

Linkedin Message — Empire Automotive Group

Sent LinkedIn InMail about industry trends.

Swickard Auto Group

Gladstone, ORQualifiedRep: Jessica Williams

10

touches

3

emails

2

calls

1

meetings

Last touch

2 weeks ago

call scheduledmanualby Jessica Williams2 weeks ago

Call Scheduled — Swickard Auto Group

Follow-up call scheduled for next Thursday.

call completedmanualby Jessica Williams1 months ago

Call Completed — Swickard Auto Group

Dealer requested pricing for full suite upgrade.

meeting setmanualby Jessica Williams1 months ago

Meeting Set — Swickard Auto Group

In-person meeting confirmed at dealership for contract renewal discussion.

collateral generatedmanualby Jessica Williams1 months ago

Collateral Generated — Swickard Auto Group

Generated personalized market brief for upcoming sales call.

in person visitmanualby Jessica Williams1 months ago

In Person Visit — Swickard Auto Group

Visited dealership for relationship building.

Mac Haik Auto Group

Houston, TXActive CustomerRep: James Rodriguez

9

touches

1

emails

3

calls

1

meetings

Last touch

1 months ago

call completedmanualby James Rodriguez1 months ago

Call Completed — Mac Haik Auto Group

Reviewed current product usage. Dealer satisfied with Clarity reports.

call completedmanualby James Rodriguez1 months ago

Call Completed — Mac Haik Auto Group

Discussed Q1 credit trends and upcoming compliance changes.

voicemail leftmanualby James Rodriguez2 months ago

Voicemail Left — Mac Haik Auto Group

Left voicemail regarding new product availability.

meeting setmanualby James Rodriguez2 months ago

Meeting Set — Mac Haik Auto Group

In-person meeting confirmed at dealership for contract renewal discussion.

email clickedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Mac Haik Auto Group

Murgado Automotive Group

Miami, FLActive CustomerRep: Sarah Mitchell

9

touches

1

emails

0

calls

1

meetings

Last touch

3 weeks ago

follow up duemanualby Sarah Mitchell3 weeks ago

Follow Up Due — Murgado Automotive Group

Follow up on contract questions.

in person visitmanualby Sarah Mitchell1 months ago

In Person Visit — Murgado Automotive Group

Visited dealership for trade show follow-up.

email clickedcampaign2 months ago

March 2026 Market Intelligence Blast — Murgado Automotive Group

email openedcampaign2 months ago

March 2026 Market Intelligence Blast — Murgado Automotive Group

email sentcampaignby Lisa Morgan2 months ago

March 2026 Market Intelligence Blast — Murgado Automotive Group

Mullinax Automotive

Apopka, FLActive CustomerRep: Sarah Mitchell

9

touches

2

emails

1

calls

0

meetings

Last touch

1 months ago

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Mullinax Automotive

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Mullinax Automotive

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Mullinax Automotive

call completedmanualby Sarah Mitchell2 months ago

Call Completed — Mullinax Automotive

Dealer interested in adding Fraud Prevention to their stack.

email clickedcampaign3 months ago

Credit Market Update — Spring 2026 — Mullinax Automotive

Morgan Auto Group

Tampa, FLActive CustomerRep: Sarah Mitchell

9

touches

2

emails

1

calls

2

meetings

Last touch

1 months ago

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Morgan Auto Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Morgan Auto Group

meeting setmanualby Sarah Mitchell1 months ago

Meeting Set — Morgan Auto Group

In-person meeting confirmed at dealership for contract renewal discussion.

call scheduledmanualby Sarah Mitchell1 months ago

Call Scheduled — Morgan Auto Group

Follow-up call scheduled for next Friday.

meeting setmanualby Sarah Mitchell2 months ago

Meeting Set — Morgan Auto Group

In-person meeting confirmed at dealership for contract renewal discussion.

Bommarito Automotive Group

Ellisville, MOActive CustomerRep: Michael Thompson

8

touches

1

emails

1

calls

0

meetings

Last touch

2 weeks ago

portal content pushedmanualby Michael Thompson2 weeks ago

Portal Content Pushed — Bommarito Automotive Group

Pushed new fraud alert to dealer portal dashboard.

linkedin messagemanualby Michael Thompson1 months ago

Linkedin Message — Bommarito Automotive Group

Sent LinkedIn InMail about industry trends.

call scheduledmanualby Michael Thompson2 months ago

Call Scheduled — Bommarito Automotive Group

Follow-up call scheduled for next Friday.

voicemail leftmanualby Michael Thompson2 months ago

Voicemail Left — Bommarito Automotive Group

Left voicemail regarding new product availability.

email openedcampaign3 months ago

February Regulatory Digest — Bommarito Automotive Group

Kenwood Dealer Group

Mason, OHActive CustomerRep: Michael Thompson

8

touches

2

emails

0

calls

1

meetings

Last touch

3 weeks ago

voicemail leftmanualby Michael Thompson3 weeks ago

Voicemail Left — Kenwood Dealer Group

Left voicemail regarding new product availability.

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Kenwood Dealer Group

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Kenwood Dealer Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Kenwood Dealer Group

email clickedcampaign3 months ago

Credit Market Update — Spring 2026 — Kenwood Dealer Group

Criswell Automotive

Gaithersburg, MDProposalRep: David Park

8

touches

1

emails

2

calls

0

meetings

Last touch

3 weeks ago

follow up duemanualby David Park3 weeks ago

Follow Up Due — Criswell Automotive

Follow up on pricing request.

call completedmanualby David Park2 months ago

Call Completed — Criswell Automotive

Dealer interested in adding Fraud Prevention to their stack.

follow up duemanualby David Park2 months ago

Follow Up Due — Criswell Automotive

Follow up on contract questions.

email openedcampaign2 months ago

New Product Launch — Credit Convert 2.0 — Criswell Automotive

email clickedcampaign2 months ago

New Product Launch — Credit Convert 2.0 — Criswell Automotive

Napleton Automotive Group

Oakbrook Terrace, ILActive CustomerRep: Michael Thompson

8

touches

1

emails

0

calls

1

meetings

Last touch

3 weeks ago

voicemail leftmanualby Michael Thompson3 weeks ago

Voicemail Left — Napleton Automotive Group

Left voicemail regarding new product availability.

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Napleton Automotive Group

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Napleton Automotive Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Napleton Automotive Group

meeting setmanualby Michael Thompson2 months ago

Meeting Set — Napleton Automotive Group

In-person meeting confirmed at dealership for product demo.

Carter Myers Automotive

Charlottesville, VAActive CustomerRep: David Park

8

touches

1

emails

2

calls

1

meetings

Last touch

1 weeks ago

linkedin messagemanualby David Park1 weeks ago

Linkedin Message — Carter Myers Automotive

Sent LinkedIn InMail about industry trends.

portal content pushedmanualby David Park3 weeks ago

Portal Content Pushed — Carter Myers Automotive

Pushed new fraud alert to dealer portal dashboard.

collateral generatedmanualby David Park2 months ago

Collateral Generated — Carter Myers Automotive

Generated personalized market brief for upcoming sales call.

meeting setmanualby David Park2 months ago

Meeting Set — Carter Myers Automotive

In-person meeting confirmed at dealership for quarterly review.

call scheduledmanualby David Park2 months ago

Call Scheduled — Carter Myers Automotive

Follow-up call scheduled for next Friday.

AutoStar Family Dealerships

Asheville, NCNegotiationRep: Sarah Mitchell

8

touches

1

emails

2

calls

2

meetings

Last touch

2 weeks ago

in person visitmanualby Sarah Mitchell2 weeks ago

In Person Visit — AutoStar Family Dealerships

Visited dealership for product walkthrough.

call scheduledmanualby Sarah Mitchell1 months ago

Call Scheduled — AutoStar Family Dealerships

Follow-up call scheduled for next Wednesday.

email openedcampaign2 months ago

New Product Launch — Credit Convert 2.0 — AutoStar Family Dealerships

email sentcampaignby Marketing Team2 months ago

New Product Launch — Credit Convert 2.0 — AutoStar Family Dealerships

meeting setmanualby Sarah Mitchell2 months ago

Meeting Set — AutoStar Family Dealerships

In-person meeting confirmed at dealership for contract renewal discussion.

Napleton Auto Group

Rosemont, ILActive CustomerRep: Michael Thompson

8

touches

2

emails

1

calls

0

meetings

Last touch

2 weeks ago

call completedmanualby Michael Thompson2 weeks ago

Call Completed — Napleton Auto Group

Reviewed current product usage. Dealer satisfied with Clarity reports.

in person visitmanualby Michael Thompson1 months ago

In Person Visit — Napleton Auto Group

Visited dealership for trade show follow-up.

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Napleton Auto Group

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Napleton Auto Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Napleton Auto Group

FRL Automotive

Miami, FLNegotiationRep: Sarah Mitchell

8

touches

1

emails

2

calls

2

meetings

Last touch

1 months ago

call scheduledmanualby Sarah Mitchell1 months ago

Call Scheduled — FRL Automotive

Follow-up call scheduled for next Monday.

email openedcampaign2 months ago

New Product Launch — Credit Convert 2.0 — FRL Automotive

email sentcampaignby Marketing Team2 months ago

New Product Launch — Credit Convert 2.0 — FRL Automotive

call completedmanualby Sarah Mitchell2 months ago

Call Completed — FRL Automotive

Left information about Credit Convert 2.0 features.

in person visitmanualby Sarah Mitchell2 months ago

In Person Visit — FRL Automotive

Visited dealership for product walkthrough.

Suburban Collection

Troy, MIActive CustomerRep: Michael Thompson

8

touches

2

emails

2

calls

0

meetings

Last touch

1 months ago

call completedmanualby Michael Thompson1 months ago

Call Completed — Suburban Collection

Dealer interested in adding Fraud Prevention to their stack.

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Suburban Collection

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Suburban Collection

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Suburban Collection

email clickedcampaign2 months ago

March 2026 Market Intelligence Blast — Suburban Collection

Gee Automotive Companies

Liberty Lake, WAActive CustomerRep: Jessica Williams

8

touches

2

emails

1

calls

0

meetings

Last touch

2 weeks ago

call scheduledmanualby Jessica Williams2 weeks ago

Call Scheduled — Gee Automotive Companies

Follow-up call scheduled for next Tuesday.

email clickedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Gee Automotive Companies

email openedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Gee Automotive Companies

email sentcampaignby James Rodriguez2 months ago

Competitive Landscape — Top 50 Groups — Gee Automotive Companies

email openedcampaign3 months ago

February Regulatory Digest — Gee Automotive Companies

Voss Auto Network

Centerville, OHQualifiedRep: Michael Thompson

8

touches

3

emails

0

calls

1

meetings

Last touch

1 weeks ago

follow up duemanualby Michael Thompson1 weeks ago

Follow Up Due — Voss Auto Network

Follow up on trial activation.

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Voss Auto Network

email sentcampaignby Marketing Team2 months ago

New Product Launch — Credit Convert 2.0 — Voss Auto Network

email clickedcampaign3 months ago

Credit Market Update — Spring 2026 — Voss Auto Network

email openedcampaign3 months ago

Credit Market Update — Spring 2026 — Voss Auto Network

Group 1 Automotive

Houston, TXActive CustomerRep: James Rodriguez

8

touches

3

emails

0

calls

0

meetings

Last touch

1 months ago

in person visitmanualby James Rodriguez1 months ago

In Person Visit — Group 1 Automotive

Visited dealership for trade show follow-up.

email openedcampaign2 months ago

March 2026 Market Intelligence Blast — Group 1 Automotive

email sentcampaignby Lisa Morgan2 months ago

March 2026 Market Intelligence Blast — Group 1 Automotive

email openedcampaign3 months ago

February Regulatory Digest — Group 1 Automotive

email sentcampaignby Lisa Morgan3 months ago

February Regulatory Digest — Group 1 Automotive

Sullivan Automotive Group

Santa Monica, CAActive CustomerRep: Jessica Williams

8

touches

1

emails

2

calls

0

meetings

Last touch

1 months ago

call completedmanualby Jessica Williams1 months ago

Call Completed — Sullivan Automotive Group

Reviewed current product usage. Dealer satisfied with Clarity reports.

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Sullivan Automotive Group

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Sullivan Automotive Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Sullivan Automotive Group

portal content pushedmanualby Jessica Williams2 months ago

Portal Content Pushed — Sullivan Automotive Group

Pushed new fraud alert to dealer portal dashboard.

Performance Automotive Network

Fairfield, OHActive CustomerRep: Michael Thompson

8

touches

1

emails

1

calls

1

meetings

Last touch

3 weeks ago

follow up duemanualby Michael Thompson3 weeks ago

Follow Up Due — Performance Automotive Network

Follow up on proposal sent last week.

meeting setmanualby Michael Thompson1 months ago

Meeting Set — Performance Automotive Network

In-person meeting confirmed at dealership for quarterly review.

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Performance Automotive Network

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Performance Automotive Network

linkedin messagemanualby Michael Thompson1 months ago

Linkedin Message — Performance Automotive Network

Sent LinkedIn InMail about industry trends.

Headquarter Automotive

Miami, FLQualifiedRep: Sarah Mitchell

8

touches

1

emails

0

calls

0

meetings

Last touch

1 months ago

linkedin messagemanualby Sarah Mitchell1 months ago

Linkedin Message — Headquarter Automotive

Sent LinkedIn InMail about industry trends.

in person visitmanualby Sarah Mitchell2 months ago

In Person Visit — Headquarter Automotive

Visited dealership for relationship building.

follow up duemanualby Sarah Mitchell2 months ago

Follow Up Due — Headquarter Automotive

Follow up on pricing request.

email openedcampaign2 months ago

New Product Launch — Credit Convert 2.0 — Headquarter Automotive

email sentcampaignby Marketing Team2 months ago

New Product Launch — Credit Convert 2.0 — Headquarter Automotive

Gettel Automotive

Bradenton, FLActive CustomerRep: Sarah Mitchell

7

touches

1

emails

2

calls

0

meetings

Last touch

2 weeks ago

collateral generatedmanualby Sarah Mitchell2 weeks ago

Collateral Generated — Gettel Automotive

Generated personalized market brief for upcoming sales call.

call completedmanualby Sarah Mitchell1 months ago

Call Completed — Gettel Automotive

Dealer interested in adding Fraud Prevention to their stack.

linkedin messagemanualby Sarah Mitchell1 months ago

Linkedin Message — Gettel Automotive

Sent LinkedIn InMail about industry trends.

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Gettel Automotive

call completedmanualby Sarah Mitchell2 months ago

Call Completed — Gettel Automotive

Discussed Q1 credit trends and upcoming compliance changes.

Greenway Automotive

Orlando, FLActive CustomerRep: Sarah Mitchell

7

touches

3

emails

0

calls

0

meetings

Last touch

1 months ago

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Greenway Automotive

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Greenway Automotive

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Greenway Automotive

email openedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Greenway Automotive

email sentcampaignby James Rodriguez2 months ago

Competitive Landscape — Top 50 Groups — Greenway Automotive

RFJ Auto Partners

Plano, TXActive CustomerRep: James Rodriguez

7

touches

2

emails

0

calls

0

meetings

Last touch

2 weeks ago

follow up duemanualby James Rodriguez2 weeks ago

Follow Up Due — RFJ Auto Partners

Follow up on pricing request.

portal content pushedmanualby James Rodriguez4 weeks ago

Portal Content Pushed — RFJ Auto Partners

Pushed new fraud alert to dealer portal dashboard.

linkedin messagemanualby James Rodriguez1 months ago

Linkedin Message — RFJ Auto Partners

Sent LinkedIn InMail about industry trends.

email clickedcampaign2 months ago

March 2026 Market Intelligence Blast — RFJ Auto Partners

email openedcampaign2 months ago

March 2026 Market Intelligence Blast — RFJ Auto Partners

Serra Automotive Group (AL)

Birmingham, ALProspectRep: Sarah Mitchell

7

touches

2

emails

1

calls

0

meetings

Last touch

2 months ago

email openedcampaign2 months ago

New Product Launch — Credit Convert 2.0 — Serra Automotive Group (AL)

email sentcampaignby Marketing Team2 months ago

New Product Launch — Credit Convert 2.0 — Serra Automotive Group (AL)

email clickedcampaign3 months ago

Credit Market Update — Spring 2026 — Serra Automotive Group (AL)

email openedcampaign3 months ago

Credit Market Update — Spring 2026 — Serra Automotive Group (AL)

email sentcampaignby Lisa Morgan3 months ago

Credit Market Update — Spring 2026 — Serra Automotive Group (AL)

Penske Automotive Group

Bloomfield Hills, MIActive CustomerRep: Michael Thompson

7

touches

3

emails

0

calls

0

meetings

Last touch

1 months ago

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Penske Automotive Group

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Penske Automotive Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Penske Automotive Group

email openedcampaign2 months ago

March 2026 Market Intelligence Blast — Penske Automotive Group

email clickedcampaign2 months ago

March 2026 Market Intelligence Blast — Penske Automotive Group

Prime Automotive Group

Westwood, MAActive CustomerRep: Emily Chen

7

touches

1

emails

0

calls

2

meetings

Last touch

1 months ago

linkedin messagemanualby Emily Chen1 months ago

Linkedin Message — Prime Automotive Group

Sent LinkedIn InMail about industry trends.

meeting setmanualby Emily Chen1 months ago

Meeting Set — Prime Automotive Group

In-person meeting confirmed at dealership for product demo.

linkedin messagemanualby Emily Chen1 months ago

Linkedin Message — Prime Automotive Group

Sent LinkedIn InMail about industry trends.

meeting setmanualby Emily Chen2 months ago

Meeting Set — Prime Automotive Group

In-person meeting confirmed at dealership for product demo.

email openedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Prime Automotive Group

Garber Management Group

Saginaw, MIProspectRep: Michael Thompson

7

touches

4

emails

0

calls

0

meetings

Last touch

1 months ago

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Garber Management Group

email sentcampaignby Marketing Team2 months ago

New Product Launch — Credit Convert 2.0 — Garber Management Group

email openedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Garber Management Group

email clickedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Garber Management Group

email sentcampaignby James Rodriguez2 months ago

Competitive Landscape — Top 50 Groups — Garber Management Group

Ray Catena Motor Car Corp.

Edison, NJActive CustomerRep: Emily Chen

7

touches

2

emails

1

calls

0

meetings

Last touch

2 weeks ago

call scheduledmanualby Emily Chen2 weeks ago

Call Scheduled — Ray Catena Motor Car Corp.

Follow-up call scheduled for next Friday.

email clickedcampaign2 months ago

March 2026 Market Intelligence Blast — Ray Catena Motor Car Corp.

email openedcampaign2 months ago

March 2026 Market Intelligence Blast — Ray Catena Motor Car Corp.

email sentcampaignby Lisa Morgan2 months ago

March 2026 Market Intelligence Blast — Ray Catena Motor Car Corp.

email clickedcampaign3 months ago

Credit Market Update — Spring 2026 — Ray Catena Motor Car Corp.

Bowers Automotive Group

Chattanooga, TNActive CustomerRep: Sarah Mitchell

7

touches

1

emails

1

calls

2

meetings

Last touch

1 months ago

call completedmanualby Sarah Mitchell1 months ago

Call Completed — Bowers Automotive Group

Dealer requested pricing for full suite upgrade.

meeting setmanualby Sarah Mitchell1 months ago

Meeting Set — Bowers Automotive Group

In-person meeting confirmed at dealership for product demo.

meeting setmanualby Sarah Mitchell2 months ago

Meeting Set — Bowers Automotive Group

In-person meeting confirmed at dealership for product demo.

email clickedcampaign3 months ago

Credit Market Update — Spring 2026 — Bowers Automotive Group

email openedcampaign3 months ago

Credit Market Update — Spring 2026 — Bowers Automotive Group

JG Auto Group

San Antonio, TXActive CustomerRep: James Rodriguez

7

touches

1

emails

1

calls

2

meetings

Last touch

2 weeks ago

meeting setmanualby James Rodriguez2 weeks ago

Meeting Set — JG Auto Group

In-person meeting confirmed at dealership for product demo.

meeting setmanualby James Rodriguez4 weeks ago

Meeting Set — JG Auto Group

In-person meeting confirmed at dealership for product demo.

collateral generatedmanualby James Rodriguez1 months ago

Collateral Generated — JG Auto Group

Generated personalized market brief for upcoming sales call.

call scheduledmanualby James Rodriguez2 months ago

Call Scheduled — JG Auto Group

Follow-up call scheduled for next Wednesday.

email sentcampaignby Lisa Morgan3 months ago

February Regulatory Digest — JG Auto Group

John Elway Dealerships

Phoenix, AZActive CustomerRep: James Rodriguez

6

touches

1

emails

1

calls

0

meetings

Last touch

1 months ago

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — John Elway Dealerships

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — John Elway Dealerships

linkedin messagemanualby James Rodriguez1 months ago

Linkedin Message — John Elway Dealerships

Sent LinkedIn InMail about industry trends.

call scheduledmanualby James Rodriguez2 months ago

Call Scheduled — John Elway Dealerships

Follow-up call scheduled for next Wednesday.

collateral generatedmanualby James Rodriguez3 months ago

Collateral Generated — John Elway Dealerships

Generated personalized market brief for upcoming sales call.

Del Grande Dealer Group

San Jose, CAQualifiedRep: Jessica Williams

6

touches

2

emails

0

calls

0

meetings

Last touch

4 weeks ago

voicemail leftmanualby Jessica Williams4 weeks ago

Voicemail Left — Del Grande Dealer Group

Left voicemail regarding new product availability.

collateral generatedmanualby Jessica Williams1 months ago

Collateral Generated — Del Grande Dealer Group

Generated personalized market brief for upcoming sales call.

email sentcampaignby Marketing Team2 months ago

New Product Launch — Credit Convert 2.0 — Del Grande Dealer Group

email openedcampaign3 months ago

February Regulatory Digest — Del Grande Dealer Group

email sentcampaignby Lisa Morgan3 months ago

February Regulatory Digest — Del Grande Dealer Group

Rick Case Automotive Group

Sunrise, FLActive CustomerRep: Sarah Mitchell

6

touches

1

emails

1

calls

1

meetings

Last touch

3 weeks ago

collateral generatedmanualby Sarah Mitchell3 weeks ago

Collateral Generated — Rick Case Automotive Group

Generated personalized market brief for upcoming sales call.

call completedmanualby Sarah Mitchell1 months ago

Call Completed — Rick Case Automotive Group

Dealer interested in adding Fraud Prevention to their stack.

email openedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Rick Case Automotive Group

email sentcampaignby James Rodriguez2 months ago

Competitive Landscape — Top 50 Groups — Rick Case Automotive Group

follow up duemanualby Sarah Mitchell3 months ago

Follow Up Due — Rick Case Automotive Group

Follow up on contract questions.

Principle Auto

San Antonio, TXActive CustomerRep: James Rodriguez

6

touches

2

emails

0

calls

2

meetings

Last touch

4 weeks ago

meeting setmanualby James Rodriguez4 weeks ago

Meeting Set — Principle Auto

In-person meeting confirmed at dealership for quarterly review.

meeting setmanualby James Rodriguez1 months ago

Meeting Set — Principle Auto

In-person meeting confirmed at dealership for product demo.

portal content pushedmanualby James Rodriguez1 months ago

Portal Content Pushed — Principle Auto

Pushed new fraud alert to dealer portal dashboard.

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Principle Auto

email openedcampaign3 months ago

February Regulatory Digest — Principle Auto

Zeigler Auto Group

Kalamazoo, MIActive CustomerRep: Michael Thompson

6

touches

2

emails

0

calls

0

meetings

Last touch

1 weeks ago

linkedin messagemanualby Michael Thompson1 weeks ago

Linkedin Message — Zeigler Auto Group

Sent LinkedIn InMail about industry trends.

email sentcampaignby Lisa Morgan3 months ago

February Regulatory Digest — Zeigler Auto Group

voicemail leftmanualby Michael Thompson3 months ago

Voicemail Left — Zeigler Auto Group

Left voicemail regarding new product availability.

email clickedcampaign3 months ago

Credit Market Update — Spring 2026 — Zeigler Auto Group

email openedcampaign3 months ago

Credit Market Update — Spring 2026 — Zeigler Auto Group

Byers Automotive Group

Columbus, OHActive CustomerRep: Michael Thompson

6

touches

0

emails

0

calls

1

meetings

Last touch

1 months ago

meeting setmanualby Michael Thompson1 months ago

Meeting Set — Byers Automotive Group

In-person meeting confirmed at dealership for contract renewal discussion.

follow up duemanualby Michael Thompson1 months ago

Follow Up Due — Byers Automotive Group

Follow up on trial activation.

linkedin messagemanualby Michael Thompson2 months ago

Linkedin Message — Byers Automotive Group

Sent LinkedIn InMail about industry trends.

collateral generatedmanualby Michael Thompson2 months ago

Collateral Generated — Byers Automotive Group

Generated personalized market brief for upcoming sales call.

in person visitmanualby Michael Thompson3 months ago

In Person Visit — Byers Automotive Group

Visited dealership for trade show follow-up.

Courtesy Automotive Group

Phoenix, AZActive CustomerRep: James Rodriguez

6

touches

1

emails

0

calls

0

meetings

Last touch

1 months ago

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Courtesy Automotive Group

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Courtesy Automotive Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Courtesy Automotive Group

follow up duemanualby James Rodriguez1 months ago

Follow Up Due — Courtesy Automotive Group

Follow up on pricing request.

collateral generatedmanualby James Rodriguez2 months ago

Collateral Generated — Courtesy Automotive Group

Generated personalized market brief for upcoming sales call.

Ferman Automotive Group

Tampa, FLActive CustomerRep: Sarah Mitchell

6

touches

0

emails

4

calls

0

meetings

Last touch

3 weeks ago

call completedmanualby Sarah Mitchell3 weeks ago

Call Completed — Ferman Automotive Group

Discussed Q1 credit trends and upcoming compliance changes.

call completedmanualby Sarah Mitchell3 weeks ago

Call Completed — Ferman Automotive Group

Discussed Q1 credit trends and upcoming compliance changes.

portal content pushedmanualby Sarah Mitchell1 months ago

Portal Content Pushed — Ferman Automotive Group

Pushed new fraud alert to dealer portal dashboard.

call scheduledmanualby Sarah Mitchell1 months ago

Call Scheduled — Ferman Automotive Group

Follow-up call scheduled for next Tuesday.

call scheduledmanualby Sarah Mitchell2 months ago

Call Scheduled — Ferman Automotive Group

Follow-up call scheduled for next Wednesday.

Schomp Automotive Group

Highlands Ranch, COActive CustomerRep: Amanda Foster

6

touches

0

emails

0

calls

0

meetings

Last touch

1 weeks ago

voicemail leftmanualby Amanda Foster1 weeks ago

Voicemail Left — Schomp Automotive Group

Left voicemail regarding new product availability.

collateral generatedmanualby Amanda Foster1 weeks ago

Collateral Generated — Schomp Automotive Group

Generated personalized market brief for upcoming sales call.

collateral generatedmanualby Amanda Foster1 months ago

Collateral Generated — Schomp Automotive Group

Generated personalized market brief for upcoming sales call.

voicemail leftmanualby Amanda Foster3 months ago

Voicemail Left — Schomp Automotive Group

Left voicemail regarding new product availability.

voicemail leftmanualby Amanda Foster3 months ago

Voicemail Left — Schomp Automotive Group

Left voicemail regarding new product availability.

Rosenthal Automotive Organization

Reston, VANegotiationRep: David Park

6

touches

1

emails

1

calls

0

meetings

Last touch

2 months ago

email sentcampaignby Marketing Team2 months ago

New Product Launch — Credit Convert 2.0 — Rosenthal Automotive Organization

in person visitmanualby David Park2 months ago

In Person Visit — Rosenthal Automotive Organization

Visited dealership for trade show follow-up.

linkedin messagemanualby David Park3 months ago

Linkedin Message — Rosenthal Automotive Organization

Sent LinkedIn InMail about industry trends.

call scheduledmanualby David Park3 months ago

Call Scheduled — Rosenthal Automotive Organization

Follow-up call scheduled for next Thursday.

in person visitmanualby David Park3 months ago

In Person Visit — Rosenthal Automotive Organization

Visited dealership for trade show follow-up.

Earnhardt Auto Centers

Chandler, AZActive CustomerRep: James Rodriguez

6

touches

1

emails

3

calls

0

meetings

Last touch

2 months ago

call scheduledmanualby James Rodriguez2 months ago

Call Scheduled — Earnhardt Auto Centers

Follow-up call scheduled for next Thursday.

call scheduledmanualby James Rodriguez2 months ago

Call Scheduled — Earnhardt Auto Centers

Follow-up call scheduled for next Monday.

email sentcampaignby James Rodriguez2 months ago

Competitive Landscape — Top 50 Groups — Earnhardt Auto Centers

voicemail leftmanualby James Rodriguez2 months ago

Voicemail Left — Earnhardt Auto Centers

Left voicemail regarding new product availability.

follow up duemanualby James Rodriguez2 months ago

Follow Up Due — Earnhardt Auto Centers

Follow up on contract questions.

Cavender Auto Family

San Antonio, TXNegotiationRep: James Rodriguez

6

touches

2

emails

0

calls

0

meetings

Last touch

1 months ago

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Cavender Auto Family

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Cavender Auto Family

email openedcampaign2 months ago

New Product Launch — Credit Convert 2.0 — Cavender Auto Family

email clickedcampaign2 months ago

New Product Launch — Credit Convert 2.0 — Cavender Auto Family

email sentcampaignby Marketing Team2 months ago

New Product Launch — Credit Convert 2.0 — Cavender Auto Family

Preston Automotive Group

Preston, MDProspectRep: David Park

6

touches

1

emails

1

calls

0

meetings

Last touch

2 weeks ago

in person visitmanualby David Park2 weeks ago

In Person Visit — Preston Automotive Group

Visited dealership for product walkthrough.

collateral generatedmanualby David Park1 months ago

Collateral Generated — Preston Automotive Group

Generated personalized market brief for upcoming sales call.

voicemail leftmanualby David Park2 months ago

Voicemail Left — Preston Automotive Group

Left voicemail regarding new product availability.

email sentcampaignby Marketing Team2 months ago

New Product Launch — Credit Convert 2.0 — Preston Automotive Group

voicemail leftmanualby David Park2 months ago

Voicemail Left — Preston Automotive Group

Left voicemail regarding new product availability.

Holler Classic Automotive Group

Winter Park, FLActive CustomerRep: Sarah Mitchell

6

touches

2

emails

0

calls

1

meetings

Last touch

1 months ago

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Holler Classic Automotive Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Holler Classic Automotive Group

meeting setmanualby Sarah Mitchell2 months ago

Meeting Set — Holler Classic Automotive Group

In-person meeting confirmed at dealership for quarterly review.

email openedcampaign3 months ago

Credit Market Update — Spring 2026 — Holler Classic Automotive Group

email sentcampaignby Lisa Morgan3 months ago

Credit Market Update — Spring 2026 — Holler Classic Automotive Group

Gunn Automotive Group

San Antonio, TXActive CustomerRep: James Rodriguez

5

touches

2

emails

0

calls

0

meetings

Last touch

1 months ago

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Gunn Automotive Group

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Gunn Automotive Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Gunn Automotive Group

email openedcampaign3 months ago

February Regulatory Digest — Gunn Automotive Group

email sentcampaignby Lisa Morgan3 months ago

February Regulatory Digest — Gunn Automotive Group