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Workspace management software with lead management

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Workspace management software with lead management
Operate? Operate is a workspace management solution that optimizes workflow processes and manages customer expectations. The system comes with features such as financial reporting, automated billing, lead management, contract drafting, client onboarding, business analytics and more. The solution provides a contact database, which auto-assigns leads to sales representatives and allows email communication to flow directly within the platform. Additionally, the system provides an analytics feature that provides insights into popular marketing channels and can auto-assign leads while tracking customer interactions from inbound and outbound communication.

Operate comes with automated billing features, which generates license agreements and attaches recurring invoices to fulfilled contracts. The solution accepts payments in multiple currencies and through multi-channel delivery including, ACH integrations, debit and credit cards, BACS transfers, and more. In addition, the billing functionality comes with a notification portal, where customers can receive automated alerts for actions needed on documents, payments, or communication requests.


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