Lead Management & Customer Onboarding

Lead Management & Customer Onboarding

Auto-follow-up with leads who have not responded

July 7, 20251 min read

Lead Management & Customer Onboarding

Auto-generation and sending of onboarding documentation

July 7, 20251 min read

Lead Management & Customer Onboarding

Auto-qualification and scoring of leads

July 7, 20251 min read

Lead Management & Customer Onboarding

Automated ID and document verification workflow

July 7, 20251 min read

Lead Management & Customer Onboarding

Automated website lead capture to CRM

July 7, 20251 min read

Lead Management & Customer Onboarding

Client data extraction from forms to CRM

July 7, 20251 min read

Lead Management & Customer Onboarding

Reminders for incomplete applications

July 7, 20251 min read

Lead Management & Customer Onboarding

Scheduling and confirmation of consultation calls

July 7, 20251 min read

Lead Management & Customer Onboarding

Automated response to new inquiries via email or SMS

July 7, 20251 min read

Lead Management & Customer Onboarding

Automatic assignment of leads to specific instructors based on criteria

July 7, 20251 min read

Lead Management & Customer Onboarding

Integration of booking information to centralized calendar

July 7, 20251 min read

Lead Management & Customer Onboarding

Lead capture from website forms to CRM

July 7, 20251 min read

1
2
3
4
…
20