– CRM Automation (advanced lead scoring + sales integration)
– Email Marketing Automation (up to 5 segments + analytics)
– Document Management and Filing (basic OCR + filing)
– Workflow Automation (5 customizable workflows)
Monthly Retainer
– CRM optimization and lead tracking updates
– Email segmentation refresh (1 per month)
– Workflow monitoring (adjustments to 2 workflows/month)
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