Lead Management and Customer Intake

Lead Management and Customer Intake

Scheduled reminders for follow-up calls with prospective clients

admiJuly 6, 20251 min read

Lead Management and Customer Intake

Notification alerts for high-value or urgent leads

admiJuly 6, 20251 min read

Lead Management and Customer Intake

Lead status updates and pipeline movement automation

admiJuly 6, 20251 min read

Lead Management and Customer Intake

Integration of incoming leads into CRM

admiJuly 6, 20251 min read

Lead Management and Customer Intake

Creation of tasks in project management tools when a lead is received

admiJuly 6, 20251 min read

Lead Management and Customer Intake

Automatic lead capture from website forms and social media

admiJuly 6, 20251 min read

Lead Management and Customer Intake

Automatic assignment of leads to sales representatives

admiJuly 6, 20251 min read

Lead Management and Customer Intake

Automated lead qualification and segmentation based on criteria

admiJuly 6, 20251 min read

Lead Management and Customer Intake

Automated follow-up emails and SMS to new inquiries

admiJuly 6, 20251 min read

Lead Management and Customer Intake

Synching lead information to project management platforms

admiJuly 6, 20251 min read

Lead Management and Customer Intake

Auto-segmentation of leads by service required

admiJuly 6, 20251 min read

Lead Management and Customer Intake

Scheduling site visits and consultations

admiJuly 6, 20251 min read