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Automated collection of KYC/AML documentation
July 2025
Month:
July 2025
Deal Flow & Documentation Automation
Automated collection of KYC/AML documentation
Communication & Follow-Up
Slack/Teams integration for deal updates and team communication
Communication & Follow-Up
Seasonal greetings and personalized check-in automations
Communication & Follow-Up
Satisfaction survey automation
Communication & Follow-Up
Reminder workflows for property lease/contract renewals
Communication & Follow-Up
Missed call/email follow-up workflows
Communication & Follow-Up
Internal notifications for priority tasks or deadlines
Communication & Follow-Up
Feedback requests post-property viewing
Communication & Follow-Up
Drip email/SMS sequences based on client interest and stage
Communication & Follow-Up
Automated updates to client when new matches are found
Communication & Follow-Up
Automated meeting invites and confirmations
Administration & Compliance
Vendor and service provider task assignment automation
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15,465
Industries
Education
Corporate
Professional Services
Agriculture
Recreation
Arts
Food & Beverage
Social Services
Government
Wholesale
Healthcare
Retail
Non-profit
Religious
Lead gen
Ecommerce
Use cases
FAQ
Contact
Get Started