Marketing and sales automation perform daily marketing and sales tasks automatically for you. It lets you focus your time and effort on growing your business instead of performing routine tasks to keep your business afloat.

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 so much more.

Automating new and existing tasks saves time so you can focus on other areas of your business, especially the areas needed to scale it successfully. Plus, sales and marketing automations improve organization, create more personalized communication, generate more sales, boost customer base, and ultimately supercharges your revenue.

With Digital Wealth Pass marketing and sales automation features, you can use preset Easy Automations or create custom processes according to your business’ needs to do the following:

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!

Absolutely! You're never alone and we will never leave you 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 and a help center you can easily access.

Digital Wealth Pass allows you to easily automate several parts of your CRM workflow:

Lead organization

Daily repetitive work

Follow ups

Closing leads

Customer relations

While Digital Wealth Pass 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.