Client Relationship & Lead Management

Client Relationship & Lead Management

Periodic check-in reminders for client retention

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Intake questionnaire routing to the appropriate team member

admiJuly 6, 20251 min read

Client Relationship & Lead Management

CRM integration with email/calendar for unified client records

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Client onboarding task assignment and notifications

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Automatic response email/SMS to new leads and prospects

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Automated thank-you messages post-meeting or event

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Automated lead capture from website forms and third-party listings

admiJuly 6, 20251 min read

Client Relationship & Lead Management

Automated deal/proposal follow-up reminders for sales team

admiJuly 6, 20251 min read