This Full Automation Package is designed to take the heavy lifting off your plate so you can focus on what really matters. We’ll handle everything from creating your business website to setting up all the automation triggers for a smooth workflow. This includes custom email and text campaigns, automatically sent to your customers or workers.

With this done-for-you service, all you’ll need to do is log in and go live—everything else runs on autopilot. Automating your business means less time being hands-on and more time for what’s important. This is a true game changer!

What's included:

CRM software system

white label website.

Business phone number

Integration with your business email address.

Pre done text message templates.

Pre done email templates.

Fully automation

Chat automation

- Chat response for weekday and weekend nonbusiness hours.

Agent Onboarding process automation which will include Automation for

- Application received.

- Orientation started.

- Orientation reminders

- Orientation completed.

- Registration in progress

- Registered

Servicing Arise

- In enrollment

- Agent Awaiting certification training.

- First day Certification Training

- SOW signed.

- Certification Complete- Servicing Agent Creation of automation/ trigger points this feature will create the automation to automatically send out templates addressed to each specific agent.