Tag Archives: email automation

 
infusionsoft alternative advice

Further Details of Question I’m looking for software (as an alternative to Infusionsoft) that sends weekly reminder emails to prospects to send documents to me that are required in the mortgage application process.  When prospects send the documents it will notify me.  I have list of documents required, and I select the documents that are required from …

 

Question Details We are a small business and we currently use google sheets to monitor expiry dates for our customers. This is quite time consuming, however all our information is contained in google sheets and backed up daily. We use google sheets because of the real time function. We were thinking of upgrading our process …