Marketing Intelligence

Every list your marketer ever begged IT for.

A self-serve segment builder over the customer, equipment, service, and parts history already in your platform. Filter, preview live counts, export to Excel — and save it as a report the whole team reruns forever.

The segment builder

"Kubota BX owners, 30 miles out, quiet for 18 months." Done.

Stack filters the way marketers actually think: what they own (down to model families), how recently you've serviced them, and how far they live from a store. The match count updates live as you build.

  • Ownership targeting — makes and model-family wildcards (BX%, L%, MX%), year ranges.
  • Service recency — lapsed 12/18/24 months, or never-serviced win-back lists.
  • Geo radius — within N miles of any store, household-deduped for mailers.
  • Purchase windows — bought equipment in a date range, ready for anniversaries.
Three sources, one tool

Your customers. Their customers. And every parts counter receipt.

Build from the people you know, the competitor owners you want, or purchase behavior at the parts counter — the same filters and exports work across all three.

  • Conquest mailers — "everyone who owns that other brand" with first/last/address, mailing-ready.
  • Parts-behavior lists — by part, description, date range, and store.
  • Clean exports — business names kept intact, junk data scrubbed, columns you choose in the order you want.
Saved reports

Build it once. The team reruns it forever.

Any segment saves as a named report — the definition, not a stale list — so "Lapsed owners · 18 months" is always today's answer. The library is shared with everyone who has the marketing app, and the landing page shows your database's reach at a glance.

  • Re-runnable definitions — always live data, never a stale spreadsheet.
  • Self-refreshing audiences — bind any saved report to Klaviyo or Mailchimp and new matching customers sync onto the list automatically, close to real time. Add-only — nobody is ever removed.
  • Team library — open, tweak, save-as-new; full edit history of who made what.
  • KPI tiles on open — customers, addressable, equipment owners, geocoded reach.

Better together.

Your next campaign list is three filters away.