Automations
Tasks
- Automate RFP intake and assignment with multiple teams and clients
- Streamlines collaboration, reduce manual follow-ups, and maintain visibility into proposal progress
- Accelerate proposal creation and reporting through automated triggers integrated with client data portal
Benefits
- Faster proposal turnaround leads to more closed deals
- Streamlined workflow reduces wasted time and effort
- Clear communication and alignment across teams
Tasks
- Monitor and capture incoming client form submissions.
- Filter and organize client data for easy access and analysis.
- Communicate updates and necessary information to team members and clients.
Benefits
- Streamlined data management allows for quicker response times, leading to more sales opportunities.
- Efficient communication and organized data ensure clients receive timely updates and support.
- Automated data handling reduces manual errors and saves time
Tasks
- Automatically connect to your current client database with no need for separate apps
- Trigger outbound calls via a trained voice AI agent using personalized, objection-handling scripts
- Log call outcomes directly into your system for real-time tracking and follow-up actions
Benefits
- Boost lead engagement and conversions by reaching more prospects with no added team bandwidth
- Streamline outbound processes with consistent, human-like AI calls
- Gain data-driven insights to refine messaging, improve targeting, and optimize outreach strategies
Tasks
- Automate the process of client management and nurturing
- Enhance team collaboration through shared databases
- Streamline communication with clients and team members
Benefits
- Efficient data management leads to quicker client onboarding and project delivery, ultimately boosting sales
- Timely updates and accurate data handling enhance client satisfaction and trust
- Streamlined workflows reduce manual errors and save time, allowing teams to focus on strategic initiatives
Tasks
- Auto invoice reminders to pending unpaid client invoices
- Linked to your own database/system
- Auto update invoices with status linked to payment account e.g. Stripe
Benefits
- Save you $1000’s per year in lost invoicing
- Eliminate manual checking and human error with invoice retrieval and collection
- Streamlined invoicing leads to faster payments and improved cash flow
- Keep clients informed, enhancing satisfaction and loyalty
- Reduce manual tasks allows teams to focus on strategic initiatives, driving business growth
Tasks
- Generate and schedule an automated newsletter
- Pull only latest and relevant from social sites
- Update mailing list database with content
Benefits
- Automated and up to date content for an automated mailing list
- Save time and resources in sourcing content material
Tasks
- Auto collect LinkedIn profile data using QR codes
- Generate automated and personalised outreach emails and profiles
- Store, manage, and analyse contact information in a centralised cloud database
Benefits
- Streamline outreach process to convert more leads into customers
- Improve customer experience with hyper-personalised communication
- Reduce manual data entry and overheads
Maintained by 99fold