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A welcome for every new customer

On signing, the customer gets the welcome, is recorded in the CRM and their account manager has the kick-off call.

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A welcome for every new customerActive
  1. InboundNew customerDone
  2. CRMRecordDone
  3. EmailWelcomeDone
  4. TaskKick-off callDone
Example view of a run4 steps

The problem

The welcome depends on who closes the sale, and some customers never get one.

The result

Every customer starts the same way: welcome, record and kick-off call.

Estimate

4 hours of manual work per month: 12 min per case × 20 cases a month. Your dashboard measures the real runs.

How it works

  1. Your signing or sales tool sends the new customer.
  2. They are recorded in the CRM.
  3. The customer receives your company’s welcome email.
  4. Their account manager gets the kick-off call task.

What you need

  • Your signing or sales tool
  • Engrana CRM
  • Email
  • Engrana tasks
  • Your company name (email signature)
  • Contact email for the customer

Start today. Your first automation runs in two minutes.

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