Primus CRM

Assigned Manager

Assigned BDC Agent

Assigned Service Agent

Employee # in DMS

Receive Internet Lead Or Not:

Receive during off hours

Customer Information

Suffix

Business Name

First Name *

Middle Name

Last Name *

Home Phone

Cell Phone

Work Phone

Email Address *

Street Address

City

Province

Postal Code

Deal Information

Assigned To *

Secondary Assigned To

Assigned Manager

Finance Manager

BDC Agent *

Lead Type

Source

Sales Type*

Deal Type

Inventory Type

Lead Status *

Front Side

Back Side

Template

Sender

Assigned To (Team Member)

Backup Sender

Subject

Body

Hi {{first_name}},

Welcome to {{dealer_name}}! We're excited to help you find your perfect vehicle.

If you have any questions, please don't hesitate to contact me.

Best regards,

{{advisor_name}}
{{dealer_name}}
Phone: {{dealer_phone}}

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Sample Template

This is a sample template preview. When you click the mobile button, you'll see how this template looks on a mobile device.

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Customer Fields

Vehicle Information

Year {{year}}

Make {{make}}

Model {{model}}

VIN {{vin}}

Stock Number {{stock_number}}

Selling Price {{selling_price}}

Internet Price {{internet_price}}

KMs {{kms}}

Dealership

Dealership Name {{dealer_name}}

Dealership Phone {{dealer_phone}}

Dealership Address {{dealer_address}}

Dealership Email {{dealer_email}}

Dealership Website {{dealer_website}}

Trade-In Information

Trade-In Year {{tradein_year}}

Trade-In Make {{tradein_make}}

Trade-In Model {{tradein_model}}

Trade-In VIN {{tradein_vin}}

Trade-In KMs {{tradein_kms}}

Trade-In Selling Price {{tradein_price}}

Deal Information

Finance Manager {{finance_manager}}

Assigned To {{assigned_to_full_name}}

Assigned To Email {{assigned_to_email}}

Assigned To Work Number {{assigned_to_work_number}}

Assigned To Cell Number {{assigned_to_cell_number}}

Assigned To Title {{assigned_to_title}}

Assigned Manager {{assigned_manager}}

Secondary Assigned {{secondary_assigned_full_name}}

Secondary Assigned Email {{secondary_assigned_email}}

Secondary Assigned Work Number {{secondary_assigned_work_number}}

Secondary Assigned Cell Number {{secondary_assigned_cell_number}}

Secondary Assigned Title {{secondary_assigned_title}}

BDC Agent {{bdc_agent_full_name}}

BDC Agent Email {{bdc_agent_email}}

BDC Agent Work Number {{bdc_agent_work_number}}

BDC Agent Cell Number {{bdc_agent_cell_number}}

BDC Agent Title {{bdc_agent_title}}

BDC Manager {{bdc_manager_full_name}}

BDC Manager Email {{bdc_manager_email}}

BDC Manager Work Number {{bdc_manager_work_number}}

BDC Manager Cell Number {{bdc_manager_cell_number}}

BDC Manager Title {{bdc_manager_title}}

General Manager {{general_manager_full_name}}

General Manager Email {{general_manager_email}}

General Manager Title {{general_manager_title}}

Sales Manager {{sales_manager_full_name}}

Sales Manager Email {{sales_manager_email}}

Sales Manager Work Number {{sales_manager_work_number}}

Sales Manager Cell Number {{sales_manager_cell_number}}

Sales Manager Title {{sales_manager_title}}

Service Advisor {{service_advisor}}

Source {{source}}

Appointment Date/Time {{appointment_datetime}}

Inventory Manager {{inventory_manager}}

Warranty Expiration Date {{warranty_expiration}}

Alignment

Size

Width (px)

Height (px)

Lock aspect ratio

Campaign Name

Start Date

End Date

Set Type

One-time Mass Send

Dripping Function

Email Details

Template: Book Dream Car

Sender: Sunny Bonnard (me)

Backup Sender: Sunny Bonnard (me)

Assigned To: Sunny Bonnard (me)

Campaign Settings

Campaign Name: July Sale Blast

Start Date: 2025-07-15 10:00 AM

End Date: 2025-07-20 6:00 PM

Sent Type: One-time Mass Send

Drip & Delivery Stats

Total Recipients: 500

Total Delivery: 475

Total Recipients (Last Day): 25

Excluded/Non-Delivered: 25

Delivery Breakdown

Bounced Emails: 3

Blank Emails: 10

Invalid Emails: 2

Unsubscribed: 10

Drip Schedule

Daily Recipients: 25 per day

Total Messages: 475 messages

Add User

Working Hours

Lead & Customer Management

Tasks, Notes & Communication

Privacy, Legal & Compliance

Group-Level Controls

Appointments & Calendar

Sales Pipeline

Reports & Analytics

CRM Configuration

Campaigns & Smart Sequences

Add Customer

Live Preview

Sample Template

Email Details

Campaign Settings

Drip & Delivery Stats

Delivery Breakdown

Drip Schedule

Notifications

Add User

Working Hours

Lead & Customer Management

Tasks, Notes & Communication

Privacy, Legal & Compliance

Group-Level Controls

Appointments & Calendar

Sales Pipeline

Reports & Analytics

CRM Configuration

Campaigns & Smart Sequences

Add Customer

Delete Customer

Live Preview

Sample Template

AI Assistant

Generate Complete Email

Generate Subject Line

Generate Image

AI is working its magic...

Email Details

Campaign Settings

Drip & Delivery Stats

Delivery Breakdown

Drip Schedule

Notifications