Scriptera8 scenarios


3A landing-page lead — into CRM, a task and chat at once

3A task and an alert on every deal move in your CRM

3A follow-up email after a canceled meeting — automatically

6Client onboarding from a questionnaire: project, tasks, channel, email, CRM

3B2B prospect search and personal outreach — on autopilot

3Website lead scoring — a task for the rep only on the strong ones

6Client onboarding from a single form: project, tasks, contract, channel

5A pre-meeting brief: last notes, open tickets, recent changes