Through automation, you can increase your site visits, perform automated follow-ups, and send automated marketing brochures, flyers, and videos to your customers to generate more interest and boost both site visits and sales.

When you create any lead from any source, marketing automation begins with automated phone calls between your employee and customer. It also enables sending particular project welcome messages and site visit invitations to customers.

CRM performs auto follow-ups for scheduled site visits, automatic delivery of promotional and project-based creative content during calls, automated pending follow-ups, site visit reminders, and real-time alerts to employees upon lead assignment.

  • Auto Call on Lead Generation | Alert on Lead Assigning
  • Project Wise Welcome Message & Site Visit Invitation
  • Auto Follow-Up For Scheduled Site Visits For Next Seven Days
  • Send Auto Promotional Creative on Every Tele Call
  • Send Auto Project-Based Creative for Every Follow-up Call
  • Auto Pending Follow-ups round the clock
  • Auto Follow-up For Today's and Next seven Days' Activities
  • Site Visit Reminders to Employees

To stay organized and never miss an opportunity, we have an auto-pending follow-up system in place from Monday to Sunday. We also automate follow-ups for today's activities and those scheduled for the next seven days, making sure that our clients receive the attention and information they need at the right time.

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