Lead & Client Management Automation

Lead & Client Management Automation

Follow-ups for missing documentation from clients

admiJuly 6, 20251 min read

Lead & Client Management Automation

CRM updates and notifications for key account changes

admiJuly 6, 20251 min read

Lead & Client Management Automation

Centralized contact enrichment and data updates

admiJuly 6, 20251 min read

Lead & Client Management Automation

Appointment scheduling and reminders for site visits

admiJuly 6, 20251 min read

Lead & Client Management Automation

Automatic lead capture from website forms and external listing sites

admiJuly 6, 20251 min read

Lead & Client Management Automation

Automatic client feedback and survey collection

admiJuly 6, 20251 min read

Lead & Client Management Automation

Automated referral request campaigns

admiJuly 6, 20251 min read

Lead & Client Management Automation

Automated follow-up emails and SMS to new leads

admiJuly 6, 20251 min read

Lead & Client Management Automation

Segmentation and tagging of client records by project type

admiJuly 6, 20251 min read

Lead & Client Management Automation

Scheduled client satisfaction surveys post-project

admiJuly 6, 20251 min read

Lead & Client Management Automation

Pipeline status change notifications to sales team

admiJuly 6, 20251 min read

Lead & Client Management Automation

Duplicate contact detection and merging

admiJuly 6, 20251 min read