
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


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