Lead Management & Customer Onboarding

Lead Management & Customer Onboarding

Schedule and send appointment reminders

admiJuly 7, 20251 min read

Lead Management & Customer Onboarding

Collect digital signatures on onboarding documents

admiJuly 7, 20251 min read

Lead Management & Customer Onboarding

Notify team members about new leads and appointments

admiJuly 7, 20251 min read

Lead Management & Customer Onboarding

Automated contract and proposal generation

admiJuly 7, 20251 min read

Lead Management & Customer Onboarding

Automated follow-up emails and texts to new inquiries

admiJuly 7, 20251 min read

Lead Management & Customer Onboarding

Capture leads automatically from website forms and third-party platforms

admiJuly 7, 20251 min read

Lead Management & Customer Onboarding

Assign leads to sales reps based on location or type

admiJuly 7, 20251 min read

Lead Management & Customer Onboarding

Automate lead status updates and tracking

admiJuly 7, 20251 min read

Lead Management & Customer Onboarding

Lead qualification and assignment to staff based on predefined rules

admiJuly 6, 20251 min read

Lead Management & Customer Onboarding

Scheduling introductory calls or consultations

admiJuly 6, 20251 min read

Lead Management & Customer Onboarding

Segmenting leads based on interests and demographics

admiJuly 6, 20251 min read

Lead Management & Customer Onboarding

Sending personalized welcome emails or SMS to new leads

admiJuly 6, 20251 min read

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