Sales and marketing automations perform daily sales and marketing tasks automatically, freeing up lost time and effort. EG: Sending email drip campaigns, follow-up messages, thank you messages and social media posts. You can also set up automatic invoices, payment reminders, appointment scheduling, and much more.

Automating new and existing tasks saves time so you can focus on other areas of your business. Plus, sales and marketing automations improve organization, create more personalized communication, generate more sales, and ultimately boosts revenue.

With SOTA's sales and marketing autiomation features, you can use preset Easy Automations or create custom processes to:

• Send text and email follow-ups to potential clients

• Take leads from contact form to appointment booked

• Schedule reminders of client's appointments

• Turn new leads into new deals in your sales pipeline, with emails about offerings and promotions to follow

• and much more

SOTA allows you to easily automate several parts of your CRM workflow:

• Lead organization

• Daily repetitive work

• Follow•ups

• Closing leads

• Customer relations

You're never alone. Our Expert Coaching team will provide you with solutions and strategies that will allow you to grow sales and save time with confidence. We also have chat support, a help center.

While SOTA does not "find" leads for you, it does manage your leads as they move through the sales pipeline. By automating lead nurture campaigns, you can close more deals with less work. If you are interested in “Lead Generation” we can get you connected with Marketing Agencies that can assist you.