Triggers: Events or conditions that initiate an automated action in CleverApp.

Actions: Tasks or activities performed automatically in response to triggers.

Conditions: Criteria that must be met for an automated action to be executed.

CRM Systems: Customer Relationship Management software used to manage interactions with current and potential customers.

Lead Capture: The process of collecting information about potential customers or leads, often through forms on websites or landing pages.

Lead Nurturing: The process of building relationships with leads through personalized communication and targeted content to guide them through the sales funnel.

Task Automation: Automating repetitive tasks such as scheduling meetings, sending follow-up emails, and updating CRM records to streamline the sales process.

Analytics Dashboard: A visual interface within CleverApp that provides insights and metrics on the performance of automation workflows, allowing users to track key performance indicators and make data-driven decisions.

Workflow Templates: Pre-built automation workflows provided by CleverApp to help users quickly set up common sales automation processes such as lead follow-ups, appointment scheduling, and email campaigns.

Integration: The process of connecting CleverApp with external tools and software such as CRM systems, email marketing platforms, and calendar apps to streamline data exchange and enhance functionality.

Lead Scoring: A methodology used to rank leads based on their likelihood to convert into customers, typically using criteria such as demographics, behavior, and engagement with marketing materials.

Custom Fields: Additional data fields that users can define and customize within CleverApp to capture specific information about leads, contacts, or deals.

Multi-channel Engagement: Engaging leads and customers across multiple communication channels such as email, phone, social media, and live chat to provide a seamless and personalized experience.

Sales Pipeline: A visual representation of the stages that leads go through during the sales process, from initial contact to closing the deal, used to track progress and forecast revenue.

Lead Source: The origin or channel through which a lead was acquired, such as a website form submission, email campaign, referral, or social media interaction.