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HomeIntegration with CRM to sync new opportunitiesLead Management & Sales Automation

Lead Management & Sales Automation iconLead Management & Sales Automation

Lead Management & Sales Automation

Integration with CRM to sync new opportunities

admiJuly 6, 20251 min read
Lead Management & Sales Automation

Post-estimate follow-up workflows

admiJuly 6, 20251 min read
Lead Management & Sales Automation

Re-engagement emails and SMS for dormant prospects

admiJuly 6, 20251 min read
Lead Management & Sales Automation

Scheduling and reminders for site visits and follow-ups

admiJuly 6, 20251 min read
Lead Management & Sales Automation

Tracking and reporting on lead conversion rates

admiJuly 6, 20251 min read
Lead Management & Sales Automation

Automated inbound lead capture from website forms

admiJuly 6, 20251 min read
Lead Management & Sales Automation

Automated quotation and proposal generation

admiJuly 6, 20251 min read
Lead Management & Sales Automation

Automatic contract drafting and e-signature collection

admiJuly 6, 20251 min read
Lead Management & Sales Automation

Automatic customer feedback requests after project completion

admiJuly 6, 20251 min read
Lead Management & Sales Automation

Automatic lead capture from website/contact forms

admiJuly 6, 20251 min read
Lead Management & Sales Automation

CRM entry and enrichment

admiJuly 6, 20251 min read
Lead Management & Sales Automation

Follow-up reminders for sales reps

admiJuly 6, 20251 min read
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