Lead Management & Client Engagement

Lead Management & Client Engagement

Pipeline status updates and notifications for sales teams

July 7, 20251 min read

Lead Management & Client Engagement

Scheduling and sending appointment reminders

July 7, 20251 min read

Lead Management & Client Engagement

Automated follow-up emails and text messages to potential clients

July 7, 20251 min read

Lead Management & Client Engagement

Automated responses to common inquiries via email or chat

July 7, 20251 min read

Lead Management & Client Engagement

Automatic capture and assignment of leads from web forms

July 7, 20251 min read

Lead Management & Client Engagement

Birthday and anniversary message automation for client retention

July 7, 20251 min read

Lead Management & Client Engagement

Customer satisfaction surveys post-service

July 7, 20251 min read

Lead Management & Client Engagement

Integration of customer data from multiple channels into CRM

July 7, 20251 min read

Lead Management & Client Engagement

Notify staff of new lead assignments in real time

July 7, 20251 min read

Lead Management & Client Engagement

Auto-tagging and segmenting contacts based on service interest (auto painting, body repair, etc.)

July 7, 20251 min read

Lead Management & Client Engagement

Triggered drip campaigns for cold leads

admiJuly 7, 20251 min read

Lead Management & Client Engagement

Scheduling automated callbacks and reminders for agents

admiJuly 7, 20251 min read