Integrate Simple CRM For Automated Follow-up & Client Management

Summary

Objective: Implement a simplified CRM into client management in order to allow for automated follow-up and easy sms communication between clients. Impact: Streamline communications and ensure that no one slips through the cracks. Allow upper management to quickly and easily know what’s going on with customer onboarding and sales

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Integrate Simple CRM For Automated Follow-up & Client Management

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    For better lead intake and client management.

    Objective: Implement a simplified CRM, customized to your lead intake and client onboarding process to allow for automated actions, communications and management.

    Impact: Streamline communications and ensure that no one slips through the cracks. Allow upper management to quickly and easily know what’s going on with customer onboarding and sales all fully customized to your processes.

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