Client Relationship & Lead Management Automations Notify team members of new VIP or high-potential leads
Client Relationship & Lead Management Automations Schedule follow-up reminders for sales team based on lead behavior
Client Relationship & Lead Management Automations Trigger personalized proposals based on client responses or form submissions
Client Relationship & Lead Management Automations Update lead status automatically based on interaction
Client Relationship & Lead Management Automations Assign leads to consultants based on availability or expertise
Client Relationship & Lead Management Automations Automatically capture leads from website forms and add to CRM
Client Relationship & Lead Management Automations Create tasks for consultants upon new project inquiry
Client Relationship & Lead Management Automations Log all communication (calls, emails) with clients in CRM
Client Relationship & Lead Management Automations