CRM/Marketing Automation

Includes:

  • Planning and programming of automated marketing workflow
    • 3 stage conditional auto-response email campaign
    • Addition or modification of data fields and/or menu items
    • State-based internal notifications as required
    • Conditional or state-based field updates as required
    • Conditional entity creation (e.g. Project creation at end of sales pipeline)
  • Form fill auto-response email integrated with website
  • Internal process flow tools
    • Customization of fields and values based on internal requirements
    • Pipeline management tools
    • Lead management and sales process tools