Automate client profile creation from application activity
Whenever a user interacts with your application (e.g., submits a form), their information is automatically captured and used to create a client profile in your customer management system. This automation streamlines the process of onboarding new clients by automatically transferring user-provided data into a centralized client database. To ensure this automation operates correctly, refer to the setup instructions.
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Here is our 5-step process for turn-key automation:
- We assess your needs and verify that the automation does what you expect.
- We map out the systems you currently have in place, and identify any additional needs.
- We send you a proposal for implementation.
- We implement the automation.
- We provide documentation and training for the automation.
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