Our lead management automation captures leads from your website, automatically enters them into your CRM, and sends personalized follow-ups, ensuring no opportunity is missed.
Automate the process of entering lead and customer data into your CRM.
Upon a selection by the user or client, such as a service choice or interest indication on a form, the system automatically identifies and sends out the relevant document.
This could range from contracts to brochures, directly addressing the user's specific needs without manual intervention.
When a new inquiry arrives from an existing client, our system immediately updates their existing record with the new information.
This ensures a comprehensive and up-to-date history of all interactions and inquiries, enabling seamless tracking and management of client relationships.
Unlock a seamless and efficient onboarding experience with our Employee Onboarding and Management solutions.
By leveraging automations with tools like JotForm, DocuSign, Google Drive, Google Sheets, and Gusto, we streamline many steps in the process from application to final paper
Our system ensures applications are handled efficiently, reducing manual tasks and speeding up response times.
This not only enhances the applicant experience but also allows your team to focus on high-priority tasks, improving overall operational efficiency.
Integrate Calendly with our custom email automations to effortlessly coordinate schedules with your orientation team's calendars.
This approach ensures seamless scheduling, prevents double bookings, and automatically triggers emails for setting up orientations and meetings.
Simplify your document handling with our automated distribution system.
This service ensures that essential documents are sent and received digitally, streamlining the process for onboarding, contracts, and more.
