Customer worked with CrewEasy.AI to set up a Service Reminder Crew: a set of agents and workflows that capture service records, track due dates, and handle reminders and follow-up end-to-end. The crew was configured from a plain-language business brief — no new systems to learn, no rebuild of existing tools.

Once live, the crew runs the full cycle on its own: it captures sales and service records, identifies which customers are due, sends reminders and follow-ups through a Mark360 drip campaign, and hands off to staff only when a customer replies or books. The flow below shows how it comes together, from initial setup to daily operation.