Supercharge Your Service Department

Deliver extreme customer satisfaction and make customers return for more

Our Service Automation Flows

Here are some service based automation we developed

Automated Lead Status, Lifecycle & Nurture

Close more loans, and precision marketing to borrowers

Lead Status Unknown

Set Lead Status

Last Contacted is Known

Set Lead Status to In Progress

Enroll in Automated Nurture Campaign

Opportunity is Created

Set Lifecycle to Opportunity

Don’t let leads fall through the gaps. Patch up your pipeline, and automate lead movement. 

New Customer and Customer Service Automation

Increase customer retention, and drive upsell opportunities

Lifecycle Stage is Customer

Add to List Customers

Set Lead Status to Closed

Rotate Contact to Customer Service Team

Send Customer Success Email #1

Delay

Send Customer Success 1 Year Anniversary

Don’t let leads fall through the gaps. Patch up your pipeline, and automate lead movement. 

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