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
CRM and Messaging Feature Breakdown
Unified contact and messaging hub — engage customers and prospects from one place
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Automated task scheduling — create recurring tasks by contact, group, or campaign
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Smart follow-up alerts — stay on top of sales, service, and collections
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Dynamic lead routing — assign leads by source, user, or workflow rules
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Integrated notes, tasks, and messaging — manage all actions from a single timeline
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End-to-end sales activity tracking — from first contact to final delivery
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Document and stipulation collection — upload credit apps and docs straight into the CRM
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Built-in text messaging — two-way texting with history per contact
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In-app credit pulls — access credit bureaus right from the CRM
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360° customer history — deals, services, payments, and messages in one view
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CRM tied to every business process — deals, service, website, BHPH, reporting
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Instant web-to-CRM capture — credit apps and web leads auto-load into contact records
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Workflow automation — trigger task sequences across departments
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Send contracts and forms — deliver via email or text in seconds
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Multi-day sales and service calendar — daily, 3-day, and 5-day snapshots
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Flexible scheduling views — filter by team, location, or user
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Customizable task filtering — show calls, texts, service, or appointments
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Rollover past-due tasks — never miss a follow-up opportunity
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Personalized mass messaging — automate holidays, birthdays, reminders
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Professional Message Helper — build polished messages with ease
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Centralized staff oversight — manage task lists per user or per location
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Asset management for media — organize forms, videos, and images by customer
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Workplan control by team — assign, review, and measure productivity
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Mobile-first communication tools — collect docs and message on the go
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Secure message and document history — archive every interaction automatically
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