Lead Management & Customer Engagement

Lead Management & Customer Engagement

Automated birthday and event reminders for clients

July 7, 20251 min read

Lead Management & Customer Engagement

Automated contract and agreement sending/tracking

July 7, 20251 min read

Lead Management & Customer Engagement

Automated follow-up emails for inquiries

July 7, 20251 min read

Lead Management & Customer Engagement

Automated generation of client proposals

July 7, 20251 min read

Lead Management & Customer Engagement

Automated integration of new leads into CRM

July 7, 20251 min read

Lead Management & Customer Engagement

Automated lead assignment to staff

July 7, 20251 min read

Lead Management & Customer Engagement

Automated lead capture from website and social media

July 7, 20251 min read

Lead Management & Customer Engagement

Automated segmentation of customer database

July 7, 20251 min read

Lead Management & Customer Engagement

Automated SMS reminders for appointments and events

July 7, 20251 min read

Lead Management & Customer Engagement

Automated thank you and feedback requests post-event

July 7, 20251 min read

Lead Management & Customer Engagement

Notification alerts for sales team on hot leads

July 7, 20251 min read

Lead Management & Customer Engagement

Personalized email drip campaigns for different customer segments

July 7, 20251 min read