Stay Ahead of the Curve
Workflows - Automating Business Processes
Increase sales, accountability, and improve execution with Autodeals Workflow Management system
- Increase your sales closing rate by dictating customer follow-up through Autodeals workflow software
- Create customers for life by engaging them in your prospect follow-up workflows
- Improve BHPH collections with our Automated Payment Reminders and Payment Collection Links
- Automatically schedule recurring tasks by contact, or by group
- Build workflow tasks for sales, operations, and service
- Drive accountability for individuals and managers through the Workplan and Priority views
- Deliver Holiday Greetings, Birthday messages, and more to all your customers and suppliers with our automated messaging and workflow
- Payment Links and Messaging are integrated across BHPH and Loan portfolio management
Electronic Signatures Feature Breakdown
Electronic Signatures — Send, sign, and store forms electronically or print as needed
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One or Many — E-sign supports all documents
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Audit Trail — Clear Audit Trail and Document ID for all packages
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E-Send Dashboard — Manage electronically sent forms, see statuses, and resend with a click
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Viewed, Signed and Approved — clear, documented process for Electronic Signatures
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Send contracts and forms — deliver via email or text in seconds
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E-Sign Dashboard — view one or many E-Sign packages to manage status of contracts
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