Marketing, Growth, and Automations

Marketing that runs while you work.

Automated Google reviews, upsells, loyalty cards, contests, bulk SMS and email. Growth tools built in, not bolted on.

Fueling Your Business Success

At OrbisX, we understand that growth requires more than just hard work—it requires smart, automated tools to drive marketing and customer engagement. Our platform is packed with innovative features that help you streamline operations, build customer loyalty, and increase sales with minimal effort. Whether you’re sending automated follow-ups or running bulk marketing campaigns, OrbisX is your partner in growth.

Smart Automations That Boost Marketing

OrbisX offers a powerful suite of marketing automation tools to help you keep clients engaged and generate new leads:

01

Lead Followup Automation & Drip Campaigns

Automatically follow up with leads through personalized drip campaigns, ensuring no opportunity slips through the cracks.

02

Bulk SMS & Email Marketing

Run targeted SMS and email marketing campaigns to reach your clients at scale with just a few clicks.

03

Contests & Automated Marketing

Boost engagement with contests and automated follow-up marketing after selecting a winner to maximize your reach.

04

Route Planner with Nearby Leads on a Map

Visualize leads and prospects on a map, optimizing your route and taking advantage of every opportunity on the way.

Automations That Enhance Sales and Customer Experience

Not only does OrbisX help with marketing, but it also focuses on enhancing the customer experience and increasing sales:

01

Post-Service Message Automation

Automatically send post-service messages to stay connected with your clients and encourage repeat business.

02

Automated Upsells

Increase your average sales ticket by offering personalized upsells to clients, triggered by their previous purchases or service selections.

03

Automated Gift Card Sales Campaigns

Run gift card sales campaigns automatically during holidays and special occasions to boost your revenue.

04

Automated Outreach for Repeat Appointments

Reach out to past clients automatically to keep your calendar full and your clients coming back.

Customer-Centric Automation Features

OrbisX is built with your customers in mind, offering seamless automation to improve their experience while boosting your efficiency:

  • Automated Appointment Confirmations & Cancellation Protection: Confirm appointments automatically and offer discounts or incentives to prevent cancellations.
  • Tag Actions & Triggers: Set up custom tags to trigger automated messages based on customer actions, allowing for personalized communication.
  • Special Date Messaging: Send personalized messages on birthdays, anniversaries, or other special dates, strengthening your client relationships.
  • Waitlist Automations: Automatically manage waitlists, ensuring that no potential revenue is lost.
  • Quick Send ETA for Mobile Jobs: Improve customer experience by sending automated ETAs for mobile service appointments.
  • Automated Lock Box Code Sending: For after-hours pickups, automatically send lock box codes to your clients for a smooth experience.

Additional Tools That Drive Growth

Our platform doesn’t stop there—OrbisX offers additional tools to drive long-term business success:

Unlock Business Growth with OrbisX Marketing & Automations

OrbisX is designed to help your business grow with powerful marketing tools and smart automations. From automated lead follow-ups and drip campaigns to bulk SMS and email marketing, OrbisX takes the heavy lifting out of client engagement. With features like post-service message automation, upsell triggers, contest marketing, and repeat appointment outreach, you can drive sales effortlessly while enhancing customer experience. Our platform even offers personalized messaging, cancellation protection, and loyalty programs—all automated to help you stay focused on what matters most: scaling your business.

01

Automated Google Review Requests

Automatically request Google reviews post-service to help build your online reputation.

02

Automated Referral Requests

Ask for referrals from satisfied clients and reward those who bring in new business.

03

Automated Loyalty Cards

Manage loyalty programs effortlessly with automated card stamping/punching and reward notifications.

04

Sales Deck Cards for Common Objections

Equip your sales team with a deck of rebuttals for common objections, helping them close more deals and grow your business.

From the OrbisX community

Shops that switched say it best.

I researched about 2-3 months all the CRM’s I could find that detailers, ppf, tint, wrap, mechanics, etc, use and this one beat them all.
Brett LodwickOrbisX member · Facebook group
The cost is very affordable compared to other CRM’s, and it comes with so much packed in.
Darron WatsonOrbisX member · Facebook group
OrbisX will do everything you need and more for a CRM, and integrates seamlessly to QB.
Michael JosephOrbisX member · Facebook group

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