AUTOMATION

AUTOMATION
Automate every customer interaction

Delegate Tasks to everyone on your team!

Calls, Meetings, To-Do’s, Emails
Sync to their Outlook or Google Calendar

Every Customer Gets Your Full Attention, Everytime.

New Leads
Recent Proposals/Meetings
New Clients
Renewing Clients
Lost Clients

Every Customer Gets Your Full Attention, Everytime.

New Leads
Recent Proposals/Meetings
New Clients
Renewing Clients
Lost Clients

Delegate Tasks to everyone on your team!

Calls, Meetings, To-Do’s, Emails
Sync to their Outlook or Google Calendar