Integrated CRM
+ Deal Pipelines| Automations| Sales Funnels| Onboarding|
Automate your Lead generation & Onboarding Process
Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Clients/Customers.
Manage your business like a pro with SallyThings, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.
Replaces…
One-Stop Client Management
Client Management + Automationsv
Company First Mode
Automate with Client Circles
Embed Kickoff Forms on your website
Deal Stages Pipeline
Onboarding FLOWs
Trigger / Actions Automations
Event Generators & Calendar
Client Data Import / Export
CRM Bulk Edit
I love using SallyThings. It allows me to automatically onboard my clients using automation. For a long time, I have been using email service software and I have been able to replace the software for my bookkeeping firm because SallyThings allows me to acquire leads.
