July 18, 2022

4 Ways Payaca's Automations Save You Time

picture of Matt in the Payaca office with text overlayed saying here's how automations work

There are all kinds of actions and triggers you can set to save time while running your business - here are 4 easy automation examples:

  1. Follow up on customer quotes with an automated email reminder (e.g. "do you need any more info?") to increase your quote conversion rate
  2. Annual reminders for boiler services and gas safety checks.
  3. Progress deals automatically through your pipeline view.
  4. Keep track of all your business activity with the Automation log (e.g. confirm the time/date of customer emails)

Try Payaca for free (if you haven't already) and start running your business the easy way.

Transcript

How do you find the best job management software for your business?

Great software providers always offer free trials, try these out and discover what works best for you.

Try Payaca