Bespoke Automation Solutions
Unlock the potential of automation with Automate365, our advanced CRM system. Experience the seamless orchestration of tasks, campaigns, and communications to drive new business, enhance customer retention, and boost upselling opportunities. Explore the diverse capabilities of Automate365, where automation knows no bounds!
- Appointment Confirmation and Reminder workflows
- API to External Systems workflows
- Birthday and Holiday workflows
- Google Review Request workflows
- Internal Notification workflows
- New Business workflows
- Pending Cancellation workflows
- Retention workflows
- Service workflows
Step 01
Pending Cancellation Workflow with a Countdown
For one of our insurance agencies, we created a unique workflow targeting Pending Cancellations. It automatically sends emails notifying their customer of the number of days left until their cancelation date. The notifications go out until the pending cancellation status has been resolved. This automation contributed greatly to the retention rate of the insurance agency.
Step 02
Math Operations in Workflows
Our Workflow builder not only has standard CRM actions and branching logic, but also math operations. Utilizing this feature, you can easily create complex automations that can do calculations for you. For example, the workflows can put together a quote estimate on the basis of information submitted through a form.
Step 03
API to External Systems Workflows
Our Automate365 CRM has native integrations with social media, Google and Outlook, among others. To top it all off, using the Webhook feature in our Workflow Builder, you can quickly and easily establish connection with any external application you want. You can send data to Google Sheets, call endpoints and take data from endpoints, connect Zapier, and so on.
5 Comments
admin
August 30, 2018
A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart.
admin
August 30, 2018
A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. Reply
admin
August 30, 2018
A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. Second
Seocify
October 11, 2018
We work systematically to integrate corporate responsibility in our core business and make our expertise available for the benefit of the societies where we operate.
Seocify
October 11, 2018
Share processes and data secure lona need to know basis