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Qualification and tagging of leads based on source or project type
Lead Management & Intake
Lead Management & Intake
Lead Management & Intake
Qualification and tagging of leads based on source or project type
Lead Management & Intake
Notification to sales team on new qualified leads
Lead Management & Intake
Lead status updates triggered by client responses
Lead Management & Intake
Enrichment of lead profiles with social and property data
Lead Management & Intake
Drip email campaigns for unresponsive leads
Lead Management & Intake
Automatic creation of lead records from phone call transcriptions
Lead Management & Intake
Automatic capture of web form leads into CRM
Lead Management & Intake
Automated follow-up emails to new inquiries
Lead Management & Intake
Auto-qualification of inbound leads based on predefined criteria
Lead Management & Intake
Syncing customer intake data to project management tools
Lead Management & Intake
Scheduling of on-site assessments directly from intake system
Lead Management & Intake
Real-time reporting dashboards for new leads and conversion rates
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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 & Intake