For marketing agencies: convert referrals into work requests

Digital marketing directors watch referral leads get buried in inboxes, causing missed site visits and unhappy clients. It turns referrals into client records and work requests so ops schedule visits.

Overview

Referral leads buried in inboxes erode client trust and delay site visits for marketing agencies. This workflow turns each referral into a client record and a work request so operations respond faster, preventing missed bookings and protecting campaign delivery.

Notable Features

Create client records from referrals
Generate work requests for ops
Notify ops with assignment details