A multi-channel lead and referral management system.
If you consistently lose customer week-on-week to your competitor for the 1 next year, they’ll become twice as big as you.
AutomateBuddy’s CXEngine is a real-time lead generation and customer referral platform designed to help sales teams reach out to referred customers and convert them immediately. Capture leads generated from any partner channels including online forms, Custom Mobile Apps and referral websites.
Key Capabilities
Lead Management
Leads generated from various channels are distributed based on configurable rules / preference and alerts the respective teams - Branch level dashboard for managers to drive the live queue for performance.
Channel Partners
Onboard various channel partners and provide them digital tools (Mobile Apps / Kiosks / Forms) to promote customer referrals. Manage commission pay-outs and stack rank the partner to drive performance.
Field Sales Reps
An interface designed especially for field sales reps to identify and onboard channel partners, capture digital KYCs, define commission %, track their status, referral performance and follow up with them.
System Integration
Flexibility to integrate with clients internal systems or other 3rd party solutions to leverage or expand the capabilities. CXEngine offers 2-way communication APIs to exchange information.
Real-time Dashboard
Brach managers and management users get full visibility of the live queue status, daily conversion dashboard, agent level / team level sales performance and channel partner performance.
A pathology lab in India uses CXENgine to drive new patients.
A channel partner mobile app used by Doctor and Chemist across geo-locations to capture lead and refer the patients back to call-centre team.
- Multi-level backend call centre team support
- Upload reference docs to the leads.
- Integrated with internal apps for service fulfilment.
- Integrated with internal CRM to assign direct walk-in.
