If your sales process involves a discovery or sales call, we can integrate with Calendly or Acuity Scheduling to allow leads to schedule a call with one of your sales team. The scheduling platforms incorporate automated reminders and prep questionnaires, streamlining your sales qualification process.
Your Activecampaign CRM can help reduce sales admin and reduce confusion and double handling when it comes to sales prospects. We can set up sales pipelines and deals to ensure no opportunities fall through the cracks. Using Activecampaign’s extensive third party app integrations, we can automate much of the deal admin based on the client’s activities.
If your sales process involves sending quotes and proposals, we recommend the Proposify platform to automatically generate tailored proposals, collect signatures and commencement deposits. Through integrations with Activecampaign, we can automatically update your deals and move them through the sales pipeline.
We can automate the issuance and acceptance of legal documents, onboarding guides and all manner of documents. Using the Formstack Documents platform, we can trigger the assembly of complex documents, saving you hours of admin.
Welcome your clients, and collect the information and resources you need to get started. We use the excellent Contentsnare platform for intelligent info collection and automated followups, to save you hours following up clients for onboarding information.
We can link your online sales to Xero, keeping your records up to date and and freeing your team from manual entries, invoicing and double handling.