Lead & Customer Management Automation Tracking of customer interactions across multiple channels in unified CRM
Lead & Customer Management Automation Sending personalized birthday/anniversary/custom event greetings to clients
Lead & Customer Management Automation Automated customer profile enrichment from public or proprietary databases
Lead & Customer Management Automation Scheduling and management of client appointments with calendar integration
Lead & Customer Management Automation Scheduled reminders for pending client responses and missed opportunities
Lead & Customer Management Automation Notification of sales consultants for high-value lead activities
Lead & Customer Management Automation Automatic segmenting of customers by service interest or buying behavior
Lead & Customer Management Automation Automatic feedback collection after services or sales completion
Lead & Customer Management Automation Automatic capture and categorization of new leads from website and social channels
Lead & Customer Management Automation Automated follow-up sequences for new leads (email/SMS/WhatsApp)