CRM & Automations

Smarter Relationships Seamless Automations

What are the benefits

Manage customers, streamline workflows, and grow your business with CRMs and Automations

Centralises customer data in one place.

Improves organisation of leads, contacts, and deals

Tracks interactions across multiple channels.

Boosts collaboration between sales, marketing and support teams

Manage staff data all in one place, improves compliance and training planning. 

Eliminates repetitive manual tasks

(emails, reminders, data entry

Ensures consistency in workflows and processes

Reduces human error in daily operations

Provides 24/7 operational efficiency. Frees up teams to focus on strategy, not admin tasks

Marketing & Customer Support Automations

  • Automate emails - Blogs, welcome, sales, re-engagement

  • SMS & WhatsApp Campaigns

  • Social Media Scheduling & Publishing

  • Lead Capture

  • 24/7 Website Chat or assistant 

  • Auto responders 

Sales & Business Automations

  • Automate lead assignments to sales reps

  • Task Creation

  • Sales Forecasting

  • Ticket Routing

  • Customer Satisfaction Surveys

Automate Processes and Data

  • Task & Project Management

  • Employee Onboarding

  • Document generation & E-sign

  • Syncing other systems such as CRM's, Email and Calendars

  • Payments and Invoicing

Equipment Training

Health & Safety

Consulting

CRM & Automations

DGSA

Consulting

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