Client Onboarding & Inquiry Management

Client Onboarding & Inquiry Management

Auto-assigning leads to available celebrants

admiJuly 6, 20251 min read

Client Onboarding & Inquiry Management

Automated intake of client inquiries via website forms

admiJuly 6, 20251 min read

Client Onboarding & Inquiry Management

Automatic creation of client records in CRM

admiJuly 6, 20251 min read

Client Onboarding & Inquiry Management

Centralized document collection and storage

admiJuly 6, 20251 min read

Client Onboarding & Inquiry Management

Data enrichment from public obituaries for lead generation

admiJuly 6, 20251 min read

Client Onboarding & Inquiry Management

Follow-up reminders for incomplete onboarding

admiJuly 6, 20251 min read

Client Onboarding & Inquiry Management

Instant email/SMS acknowledgment to clients

admiJuly 6, 20251 min read

Client Onboarding & Inquiry Management

Notifying team about new inquiries in real time

admiJuly 6, 20251 min read

Client Onboarding & Inquiry Management

Qualification of prospect inquiries and appointment scheduling

admiJuly 6, 20251 min read

Client Onboarding & Inquiry Management

Sending pre-appointment questionnaires to clients

admiJuly 6, 20251 min read