AutoDesk automates lead and client assignment while streamlining processes across sales and operations within Syntellicore CRM. By replacing manual workflows with smart, rule-based automation, brokers increase efficiency, reduce errors, and accelerate growth.
Did you know that you can automate the leads and clients assignment and automate processes across various departments?
Syntellicore is a powerful CRM and Back Office system developed for Forex Brokerages and Financial Organizations.
Dynamic Works' Syntellicore Apps are extensions of the Syntellicore CRM and Traders Room, offering additional features and functionality. AutoDesk, our cutting-edge system automation feature, is designed to streamline your operations and enhance your sales strategy.
AutoDesk: The Ultimate Automation Feature
- Automated Lead and Client Attribution: With AutoDesk, system administrators can effortlessly define rules to automatically assign new or existing leads or clients to the appropriate sales agents. This not only saves time but also ensures that your clients are always in the right hands.
- Procedure Automation: AutoDesk goes beyond simple assignments. It empowers brokerages to automate basic procedures, such as changing profile statuses upon First Time Deposits (FTD) and more. This level of automation minimizes manual errors and frees up your team to focus on what they do best – closing deals.
- Custom Scripting for Tailored Solutions: Every brokerage is unique, and AutoDesk understands that. It allows for the integration of custom scripts to cater to your specific operational needs. Whether it's a complex multi-tiered commission structure or a simple notification system, AutoDesk's flexibility has got you covered.
- Seamless Incorporation with Syntellicore CRM: AutoDesk is not just a standalone tool; it's a core feature within Syntellicore CRM. This incorporation ensures that all your automated processes work in harmony with your CRM and Traders' Room, providing a unified experience for both your team and clients.
Empower your Brokerage with AutoDesk. Embrace the power of automation with AutoDesk and propel your brokerage to new heights of productivity and client satisfaction. Discover the difference it can make for your business today.
Ready to explore Syntellicore more? Schedule a free demo