Lead Management and Customer Onboarding

Lead Management and Customer Onboarding

Automated assignment of new leads to sales representatives

admiJuly 6, 20251 min read

Lead Management and Customer Onboarding

Customer onboarding workflow activation

admiJuly 6, 20251 min read

Lead Management and Customer Onboarding

Customer document upload and verification automation

admiJuly 6, 20251 min read

Lead Management and Customer Onboarding

Automatic lead capture from website forms and social media

admiJuly 6, 20251 min read

Lead Management and Customer Onboarding

Automatic integration of lead data into CRM

admiJuly 6, 20251 min read

Lead Management and Customer Onboarding

Auto-generation and sending of quotes and proposals

admiJuly 6, 20251 min read

Lead Management and Customer Onboarding

New customer record creation in CRM

admiJuly 6, 20251 min read

Lead Management and Customer Onboarding

Lead source tracking and reporting

admiJuly 6, 20251 min read

Lead Management and Customer Onboarding

Integration of leads with appointment scheduling

admiJuly 6, 20251 min read

Lead Management and Customer Onboarding

Immediate customer response and callback scheduling

admiJuly 6, 20251 min read

Lead Management and Customer Onboarding

Duplicate lead detection and merging

admiJuly 6, 20251 min read

Lead Management and Customer Onboarding

Conversion tracking from inquiry to booking

admiJuly 6, 20251 min read