Client Relationship & Communication

Client Relationship & Communication

Send personalized product recommendations based on client history

July 7, 20251 min read

Client Relationship & Communication

Referral program tracking and rewarding automation

July 7, 20251 min read

Client Relationship & Communication

Re-engagement automation for lost/inactive clients

July 7, 20251 min read

Client Relationship & Communication

CRM updates with new client interactions

July 7, 20251 min read

Client Relationship & Communication

Birthday and anniversary automated greetings with special offers

July 7, 20251 min read

Client Relationship & Communication

Automatic delivery of loyalty points and offers

July 7, 20251 min read

Client Relationship & Communication

Automated newsletters and promo campaigns

July 7, 20251 min read

Client Relationship & Communication

Automated feedback and survey collection post-visit

July 7, 20251 min read

Client Relationship & Communication

Automated client onboarding and document collection

July 7, 20251 min read

Client Relationship & Communication

Task assignment and progress notifications to clients

July 7, 20251 min read

Client Relationship & Communication

Scheduling and calendar integration with clients

July 7, 20251 min read

Client Relationship & Communication

Project status update notifications to clients

July 7, 20251 min read