GoHighLevel Integration with SugarCRM: Streamlining Your Workflow
Empower your finance business with seamless campaign management integration between GoHighLevel and SugarCRM.
Results for: Process Automation
Screening new leads with ChatGPT using OpenAI
Having a vast customer database, our client faces many challenges regularly. Their contact agents receive numerous daily messages, which takes time to manage.
Here’s How Our Financial Services Client Automated Sales Contract Generation To Increase Conversion Rate
We developed an automated sales contract generation workflow for our financial services client to enable them to create, send & process contracts within the CRM.
How We Created An Ad Posting Automation Tool for Our Real Estate Client To Improve Their Workflow
We developed a Chrome extension to enable ad posting automation for our real estate client to help them improve their workflow.
How We Integrated MS Forms with SugarCRM for Our Tax Service Client To Automate Customer Data Collection
We developed an automation plugin for Microsoft Forms inside SugarCRM to automate customer surveys and reduce manual workflow process for our tax service client.
Interactive Learning Resources & Virtual Field Trips For Our EdTech Client
In this case study, we talk about how we developed interactive learning resources for our edtech client and helped them empower teachers.
Accounts Receivable Process Automation For Our Tax Service Client
In this case study, we understand the problems of our client with regards to their Accounts Receivable processes and how we automated them.
How Our Tax Resolution Client Got The True Benefit Of Automation
In this case study, we explore how unique automation workflows were developed for our tax resolution client leading to greater customer and user experience.
How we transformed CRM for our law industry client to improve user & customer experience.
The objective of CRM customization was to create an end-to-end CRM tool that performs all the functions for the front, middle, and back-office.
Helping a Racing Horse Stud start their Digital Journey with a Mobility solution
The app helped the on-ground workforce identify the horses which need to be groomed for the upcoming races. besides tracking of events related to stud foal trading and other activities.
Integrating Quickbooks with a BeSpoke CRM
Incorrect info in the system can confuse the team, cause irregular cash flow for the organization, and result in a bad customer experience.
A Custom Document Management System with OCR for mailroom sorting.
With the help of Mailroom sorting technology coupled with the game-changing OCR technology, it helps customers be aware of the key events at the priority level.
Automating Sale Contracts Generation for a High-Volume Conversion Environment
The company had a sales force distributed across multiple locations. It was a high-volume sales environment with 100s of clients signing up on a daily basis.
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