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Marketing Automation

Choose which actions your CRM takes when and for which target audience. Set up rules and let next4biz CRM run things smoothly.

Did a potential customer click on your website?

next4biz can send an automated email to the customer, assign a task to the sales manager, and tag the customer.

What changed? What do you want next4biz to monitor? What should it do in a specific condition?

  • Obtained an approval?
  • The due date has passed but no payment has been made?
  • Information is missing in the application?

  • Let next4biz send an automated survey to the customer, submit data collection forms, and assign a task to the relevant representative.

Did the potential customer read your email?

Let next4biz assign a calling task to the sales manager, automatically add a note for the relevant opportunity, and tag the customer.

Is the potential customer checking out your offer?

Let next4biz prompt the sales manager to call the customer!

Is the warranty expiring?

Let next4biz email the customer your warranty extension offer. Prompt the sales manager to call the customer when the customer reads the offer!

Did the potential customer respond to your email?

Let next4biz send the customer a push notification, change the sales stage, and create a notification over at customer service.

Is it time to renew customer memberships?

Let next4biz forward the renewal offers to the customer, and redirect the customer for payment upon acceptance.

Is it the birthday of a customer or loved one?

An anniversary?
Are your kids turning 18?
You define the rules, actions and your target audience, and let next4biz take care of the rest.

Define automation without coding, and let next4biz run things smoothly.

Event- and rule-based marketing and sales management!

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