In your business, you may need to track when someone is invited to an event. You can do this by creating a businesscase in Raynet CRM.
But manually creating a businesscase can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in DaySchedule, it will trigger a corresponding businesscase creation in Raynet CRM.
This makes it easy to keep track of all the interactions that person has with your company. By using businesscase, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
You Can Also Connect Raynet CRM or DaySchedule With 1400+ Other Apps
Raynet CRM
RaynetCRM is a CRM software designed to help businesses effectively manage customer interactions and relationships. It offers contact management, sales pipeline tracking, task management, email marketing, and reporting.
DaySchedule is a versatile appointment scheduling solution that simplifies your booking process. It helps simplify bookings with personalized pages, calendar syncing, payments, ratings/feedback, and centralized meeting management