Stay Ahead of the Curve
Workflows - Automating Business Processes
Increase sales, accountability, and improve execution with Autodeals Workflow Management system
- Increase your sales closing rate by dictating customer follow-up through Autodeals workflow software
- Create customers for life by engaging them in your prospect follow-up workflows
- Improve BHPH collections with our Automated Payment Reminders and Payment Collection Links
- Automatically schedule recurring tasks by contact, or by group
- Build workflow tasks for sales, operations, and service
- Drive accountability for individuals and managers through the Workplan and Priority views
- Deliver Holiday Greetings, Birthday messages, and more to all your customers and suppliers with our automated messaging and workflow
- Payment Links and Messaging are integrated across BHPH and Loan portfolio management
Marketing Automation Feature Breakdown
Automated Workflows for Sales, Service & Operations — build repeatable, scalable execution processes for every team
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Integrated CRM + Messaging — seamlessly connect tasks, conversations, and campaigns in one system
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Digital Marketing Suite — reach the right audience with built-in email campaigns
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Smart Follow-Ups & Lead Nurturing — schedule personalized communications and convert more leads
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Drive Accountability with Workplan Views — managers and staff stay aligned with real-time task tracking
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Create Customers for Life — keep clients engaged post-sale with automated follow-up sequences
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Boost Closing Rates with Guided Sales Processes — use workflow automation to ensure timely touches and next steps
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Schedule Automated Service Reminders — re-engage customers after completed service orders
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Trigger Customer Review Requests Automatically — generate more reviews without manual follow-up
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Create & Assign Tasks by Workflow Phase — automate handoffs and responsibility across departments
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One-View Staff Management — assign, monitor, and coordinate tasks by individual or location
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Efficient Task Execution via Groups & Roles — simplify multi-role coordination through dynamic workflows
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Reduce Manual Labor with Automation — save time and eliminate repetitive task creation
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Prospect Workflow Templates — guide sales reps through proven follow-up strategies
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Built-In Operational Plans — deliver installation, onboarding, and execution steps automatically
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Maintain Brand Consistency — ensure every customer touchpoint follows the same process
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