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Schedule and confirm introductory consultations automatically
Client & Lead Management
Client & Lead Management
Client & Lead Management
Schedule and confirm introductory consultations automatically
Client & Lead Management
Update CRM when new leads are received or converted
Client & Lead Management
Trigger reminders for upcoming client milestones or renewals
Client & Lead Management
Segment client lists based on service type or urgency
Client & Lead Management
Route inquiries to appropriate departments or staff
Client & Lead Management
Record and organize client documentation automatically
Client & Lead Management
Follow up with leads via email/SMS drip campaigns
Client & Lead Management
Collect and process client feedback after consultations
Client & Lead Management
Automate intake form collection and aggregation
Client & Lead Management
Assign case managers when new clients are onboarded
Client & Lead Management
Track client status updates in CRM
Client & Lead Management
Trigger notifications for contract renewals
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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
Client & Lead Management