Send intake SMS and email to new inquiry
Send intake SMS and email to new inquiry
Your CRM intake notes often lack immediate outreach, leaving prospects unsure about next steps. It sends an SMS and email to prospects so coordinators can book consults the same business day.
Overview
Intake notes sitting in CRM without outreach cost consults and waste marketing spend. This flow sends an SMS and email within minutes and surfaces routing so intake coordinators can lock consults the same business day.