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What is Serri?
Serri is a leading automation platform designed to optimize WhatsApp marketing and CRM, supporting businesses at every stage of growth. The platform integrates robust features such as pipeline management, opportunity tracking, automated workflows, and multichannel communications to enhance community engagement strategies and customer relationship management.
Serri enables users to manage funnels, create forms and surveys, automate proposals and estimates, and execute targeted email campaigns. Additional capabilities include calendar integration, text and email templates, Facebook Messenger support, and membership management, all contributing to streamlined business operations and improved marketing outcomes.
Features
- Pipeline Management: Track sales and marketing pipelines for streamlined workflow.
- Automated Workflows: Design triggers and automate repetitive business tasks.
- WhatsApp CRM: Manage customer interactions through WhatsApp messaging.
- Multichannel Messaging: Support for Facebook Messenger, SMS, email, and web chat.
- Forms and Surveys: Easily collect and manage customer feedback.
- Proposals and Estimates: Automate the creation and management of business proposals.
- Calendar Integration: Schedule and manage events and meetings.
- Membership Management: Administer memberships directly from the platform.
- GMB Messaging: Integrate with Google My Business messaging and call tracking.
- Missed Call Text Back: Automatically follow up with clients who miss your calls.
Use Cases
- Automated WhatsApp marketing campaigns for lead generation
- Streamlining customer relationship management using chat and messaging
- Running multichannel community engagement initiatives
- Building and tracking sales pipelines for growing businesses
- Collecting customer data through digital forms and surveys
- Automating follow-ups and proposal management
FAQs
-
Is there a free trial available for Serri?
Yes, Serri offers a 14-day free trial for all paid plans, allowing users to test advanced features without obligation and no credit card required. -
What channels does Serri support for messaging?
Serri supports WhatsApp, Facebook Messenger, SMS, email, web chat, and Google My Business messaging. -
Does Serri offer support for different business sizes?
Yes, Serri provides plans suitable for small businesses, startups, large enterprises, and organizations with extensive community marketing needs.
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