Customer Service-Focused Tools in AgencyBloc
Automated Workflow allows you to stay in contact with your leads, clients, and agents with trigger-based communication.
- Learn how to get started with Automated Workflow
- Try our saved workflow examples today
- Check out our Top 10 Automated Workflows
Email Marketing gives you the tools to send one-time and drip-style campaigns to your clients and agents to inform them of upcoming events, share your newsletter, and more.
- Learn how to get started with Email Marketing
- Monitor campaign performance to improve email open and click rates
Take your account and client management to the next level by detailing your history with each client for improved customer service and reporting capabilities.
- Contact types allow you to create detailed profiles on your clients
- Learn more about your clients by running intuitive reports that show you which clients fit into which categories
- Take your reporting capabilities to the next level with Custom Reporting