Month: July 2025

Lead Management and Client Onboarding

Client qualification and appointment scheduling workflows

July 7, 20251 min read

Lead Management and Client Onboarding

Automated reminders for incomplete onboarding steps

July 7, 20251 min read

Lead Management and Client Onboarding

Automated lead capture from website forms and emails

July 7, 20251 min read

Lead Management and Client Onboarding

Automated client intake form collection and data extraction

July 7, 20251 min read

Lead Management and Client Onboarding

Auto-creation of client records in CRM

July 7, 20251 min read

Inspection Scheduling and Coordination

SMS and email appointment confirmations and reminders

July 7, 20251 min read

Inspection Scheduling and Coordination

Real-time assignment of inspectors based on location and availability

July 7, 20251 min read

Inspection Scheduling and Coordination

Notifications to stakeholders (clients, brokers, etc.)

July 7, 20251 min read

Inspection Scheduling and Coordination

Last-minute cancellation and rebooking workflows

July 7, 20251 min read

Inspection Scheduling and Coordination

Integration of inspection calendar with team apps

July 7, 20251 min read

Inspection Scheduling and Coordination

Inspection rescheduling handling and client notifications

July 7, 20251 min read

Inspection Scheduling and Coordination

Follow-up reminders post-inspection

July 7, 20251 min read

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