GrowthLab Finance-as-a-Service reposted this
Automating your contracts and payment processing—one of the best areas to start when implementing automation in your firm. By leveraging a tool like Ignition, you can streamline your customer experience, increase consistency in your processes, and drive scalability in your business. 1️⃣ Automating contact creation at key stages in your CRM or workflow tool. 2️⃣ Automating status updates when engagement agreements are sent or signed. 3️⃣ Customizing Ignition's integrations to optimize workflow management and ensure accurate data across platforms. Watch the video below to learn all about it! Feel free to drop your questions or share how you're using Ignition to automate your workflows in the comments! https://lnkd.in/e7tHVFns #automation #ignition #accounting #tech #STRMS 💡 Korey Cournoyer Jennie Moore Kate Nusca Guy Pearson Ignition Ryan Embree