CRM system management
Gain control of your CRM system with automation. Data entry, information updating and personalized communication all in one place.
Never lose valuable information again
Automatically feed CRM data from customer meetings. This means that information about contacts, meeting progress and results is always up-to-date and available in real time.
Create a single source of truth
Automate the updating and standardization of data by different business departments. Avoid duplicates, misunderstandings and errors. Effectively leverage customer information flows within the company.
Manage your data effectively
By automatically entering and categorizing data into the CRM, you have a comprehensive view of information about customers, contracts, messages and stages of the sales funnel. This enables you to better understand your customers' needs and take accurate actions in the sales process.
Utilize the full potential of the sales department
A well-constructed CRM database allows you to automatically send personalized messages and attachments, such as contracts, invoices and activity reports. Build lasting relationships and provide professional customer service.
What's a Rich Text element?
What's a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.Toolstack
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FAQ
We don't like it when questions are left unanswered.
Well, it's a bit like baking a cake - it all depends on the recipe! It takes from a few days to a few months, and the implementation time depends on the complexity of your project and your needs. But regardless, our team will be by your side every step of the way and will train your team, ensuring a smooth transition to an automated system.
It depends on a number of factors, such as the scope of your project, the technologies chosen and your expectations. The best thing is if you write to us and we will invite you for a free consultation with a proposal of solutions and a quote tailored to your needs.
In short, automation allows programs and tools in your company to perform certain tasks. At Automation House, we take it a step further by combining artificial intelligence, and business intelligence, with modern NoCode/LowCode technologies. This makes your processes faster, more efficient and more effective. Magical, right?
Ready to grow your capabilities with automation?
Describe your challenge to us, we will find a way.