Medical, Dental, Vision, Physical Therapy, Med Spas, Chiropractic, Vision
Digital intake forms → EMR/CRM sync
Appointment scheduling + reminders
Insurance verification routing
Post‑visit review automation
No‑show follow‑up sequences
HIPAA‑friendly document workflows
Referral tracking + notifications
Patient onboarding pipelines
HVAC, Landscaping, Electricians, Plumbers, Contractors
Lead capture → instant SMS/email routing
Job scheduling + technician assignment
Quote generation + follow‑up sequences
Invoice automation + payment reminders
CRM enrichment + tagging
Missed‑call → text‑back workflows
Review request automation
Maintenance plan renewal reminders
Lead capture from Zillow/Realtor.com → CRM sync
Showing scheduling + calendar automation
Buyer/seller drip sequences
Document workflow automation (contracts, disclosures)
Property inquiry routing
Open house follow‑up sequences
Rental application processing
Maintenance ticket routing
Booking confirmation + reminder workflows
Guest communication sequences
Maintenance request routing
Inventory + housekeeping task automation
Payment confirmation + receipts
Upsell sequences (spa, golf packages, dining)
Review request automation
Event registration + attendee tracking
Inventory sync across POS + online store
Abandoned cart sequences
Loyalty program automation
Email marketing triggers
Customer segmentation + tagging
Online order routing
Class/appointment scheduling
Review request workflows
Add a footnote if this applies to your business
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