Client Relationship & Lead Management

Client Relationship & Lead Management

Scheduled follow-up sequence for prospects

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Periodic client satisfaction survey dispatch

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Integration of CRM with email marketing systems

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Integration of communication channels (email/Slack/Teams)

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Contract generation and e-signature initiation

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Client project progress notifications

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Automatic qualification and assignment of new leads

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Automated lead capture from website forms

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Auto-updating of client profile data from interactions

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Automated client onboarding workflows

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Automated contract generation and e-signature collection

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Scheduling and rescheduling appointments with real-time calendar sync

admiJuly 6, 20251 min read