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HomeClient onboarding workflow with contract and document automationClient Relationship Management & Lead Handling

Client Relationship Management & Lead Handling iconClient Relationship Management & Lead Handling

Client Relationship Management & Lead Handling

Client onboarding workflow with contract and document automation

admiJuly 6, 20251 min read
Client Relationship Management & Lead Handling

Document upload and sharing portal with notifications

admiJuly 6, 20251 min read
Client Relationship Management & Lead Handling

Integration with CRM for end-to-end contact tracking

admiJuly 6, 20251 min read
Client Relationship Management & Lead Handling

Periodic customer satisfaction survey dispatch

admiJuly 6, 20251 min read
Client Relationship Management & Lead Handling

Reminder automation for meetings, site visits, and appointments

admiJuly 6, 20251 min read
Client Relationship Management & Lead Handling

Automated birthday and anniversary greetings for families

admiJuly 6, 20251 min read
Client Relationship Management & Lead Handling

Automated inquiry assignment to sales representatives

admiJuly 6, 20251 min read
Client Relationship Management & Lead Handling

Automated lead capture from website and referrals

admiJuly 6, 20251 min read
Client Relationship Management & Lead Handling

Automated status updates to clients during project phases

admiJuly 6, 20251 min read
Client Relationship Management & Lead Handling

Automatic lead follow-up via email and SMS

admiJuly 6, 20251 min read
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Automate Done For You
  • Industries
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