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CRM record creation and update for each new contact
Lead Management & Customer Onboarding
Lead Management & Customer Onboarding
Lead Management & Customer Onboarding
CRM record creation and update for each new contact
Lead Management & Customer Onboarding
Digital signature requests for agreements
Lead Management & Customer Onboarding
Document collection workflows (ID, proof of income)
Lead Management & Customer Onboarding
Notification to relevant agents for new leads
Lead Management & Customer Onboarding
Scheduled follow-up reminders for leads
Lead Management & Customer Onboarding
Status updates to clients throughout the onboarding process
Lead Management & Customer Onboarding
Auto-response emails to new inquiries
Lead Management & Customer Onboarding
Automated assignment of leads based on predefined rules
Lead Management & Customer Onboarding
Automated client inquiry capture from website and email
Lead Management & Customer Onboarding
Automated pre-screening questionnaires for prospective tenants
Lead Management & Customer Onboarding
Welcome email and SMS sequences for new clients
Lead Management & Customer Onboarding
Assignment of leads to sales representatives
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Industries
Education
Corporate
Professional Services
Agriculture
Recreation
Arts
Food & Beverage
Social Services
Government
Wholesale
Healthcare
Retail
Non-profit
Religious
Lead gen
Ecommerce
Use cases
FAQ
Contact
Get Started
Lead Management & Customer Onboarding