Customer Referral

The Customer Referral Flow Template is used by the customer service department to automate forms processing, billing, returns, and streamline the resolution of persistent customer issues.

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Set up the Customer Referral Flow Template to deliver a better customer experience

Get your business processes automated with the Customer Referral Flow Template. Simplify your customers’ journey by allowing them to fill out and eSign forms online. Populate fields and automatically transfer the information you need to your apps using airSlate automation and integration bots.

Achieve higher efficiency by:

  1. Eliminating paper-based processes
  2. Redirecting wasted time to more productive tasks
  3. Saving employee time and resources.
  4. Collecting data with advanced analytics and reports

Take 10 minutes to configure your customer service automation and enjoy increased efficiency of relevant services rendered quickly and accurately.

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intro-texture Customer Referral
lines-illustrations

Pre-fill Customer Referral fields from a CRM, Spreadsheet or database records

Extract data from Customer Referral to a CRM, Spreadsheet or database

Archive Customer Referral to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

Save an average of 8 hours per week with an automated Customer Referral workflow

Spend an average of 10 minutes to complete a Customer Referral document

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No-code automation, integrations, configuration and distribution of Customer Referral

  • Add additional fillable fields to Customer Referral

    Workflow document feature example Workflow document feature example

  • Embed fillable Customer Referral in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for Customer Referral

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Customer Referral

    Workflow document feature example Workflow document feature example

  • Request attachments for Customer Referral from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Customer Referral with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Customer Referral

    Workflow document feature example Workflow document feature example
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Documents & Forms included:
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Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
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Document generation
The most powerful document generation engine with text tags, fillable fields, e-signature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
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Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
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Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
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Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
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Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
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Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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Contract management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
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Advanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.
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No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
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Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
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Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

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HOW iT WORKS

How to Customer Referral

Watch our quick user guide video and learn how to use the Customer Referral. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Customer Referral

what if i told you you're one referral away from changing your life i mean i'm talking your personal life financial life one referral made me 50 million bucks your business your home life parenting kids all of that one away but you need the right system to get better referrals we're going to talk about that today all right so very subtle way of you learning how to do referrals you ready if this video brings you value makes you more money helps you with your personal life i want you to give it a thumbs up subscribe to the channel and share this video with everybody else you know ready so i still have to deliver on the promise then you got to give me a return for what i give you that's the basic concept of referrals so let's get into a look the thing about referrals is not just about money it's also personal life this example i meet pastor dudley through him when i meet him i become friends with him i take him out we meet at black angus the first time from there i said look i want to take you on one or two trips every year on me you tell me because i go to your church this is my way of giving back to you so i took up the lakers game seven you know against the celtics we went to pebble beach multiple times we went all over the place because that's my way of giving back he what i'm even asking for referrals introduced me to tom ellsworth who tom ends up becoming my best friend okay we have built businesses together tom comes on board takes the business to a whole different level sits on my board ends up becoming a president ends up becoming a cso and obviously the rest is history he also introduces me to matt zappala who he called my brother from another mother who matt now runs a youtube channel called seven figure squad does great for himself by the way him and his wife come on board change the face of the company right so dudley threw two referrals it's a 50 million dollars commission brought to the company and that's a small number i'm giving you value is 50 million plus then tom introduced me to my realtor jackie she helps me sell my house in dallas jackie introduced me to my realtor here in florida tim elms he helps me find our dream house in fort lauderdale tim elms helps me find ian the king of yachts he helps me buy a yacht again this whole thing is referrals bill one time i'm doing a show for this man named bill martinez nine years ago by the time the interview's over with his booker calls me he says have you ever done radio before i said i did a little bit with radio it says are you thinking about
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