Automate client proposals

Problem :

Gary came to Refunnel looking to reduce time spent manually creating client proposals for his growing IT
Business, he found himself constantly entering the same data into multiple platforms within his business which often lead to missing data or losing countless hours he could dedicate to areas of his business that matter most.

Solution :

Refunnel was able to develop a tailored automation solution
that automatically generated an invoice and purchase order
that is sent to new customers as soon as a contract is signed.
They also deployed automated email marketing campaigns
that nurture leads through the customer journey process as
well as remind customers of upcoming license renewals.

Testimonial :

Excellent experience working with Robert.
Very knowledgeable and a great
communicator. Thanks, Robert!