Client Management

Client Management

Creation of new client files in CRM upon form completion

admiJuly 6, 20251 min read

Client Management

Integration of contact information with marketing lists

admiJuly 6, 20251 min read

Client Management

Merge duplicate contacts in CRM automatically

admiJuly 6, 20251 min read

Client Management

Renewal notification for recurring appraisal needs

admiJuly 6, 20251 min read

Client Management

Scheduling and calendar sync for appointments

admiJuly 6, 20251 min read

Client Management

Automated client intake form processing

admiJuly 6, 20251 min read

Client Management

Automated client satisfaction surveys after service

admiJuly 6, 20251 min read

Client Management

Automated collection and filing of client documentation

admiJuly 6, 20251 min read

Client Management

Automated reminders (SMS/email) for upcoming appointments

admiJuly 6, 20251 min read

Client Management

Client follow-up automation after appointments

admiJuly 6, 20251 min read