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Save up to 20% with our annual plans.
Save up to 20% with our annual plans.
Save hours and grow sales with Digitree’s sales and marketing automation software
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How small businesses use sales and marketing automation with Digitree
Easy Automations and Advanced Automations—more growth in less time
Use each solo or both combined. Either way, you’ll convert more leads and close more deals with highly personalized and automated follow-up.
Keap customers save 10 hours a week*
Save time by automating repetitive tasks like lead capture and follow-up so you can focus on your business.
*Source: Keap Customer Survey 2020
Convert leads with automated follow-up
Send text and email follow-ups to potential clients as soon as they fill out a form on your website or social media.
44% of potential clients move on to another company if you don't respond fast enough.* Quick follow-up with your clients drives repeat sales and more referrals.
*Source: Keap Customer Survey 2020
Close more sales with a CRM powered by sales and marketing automation
Capture lead info like behavior, preferences, or likeliness to buy, and then use Keap’s sales and marketing automation to more effectively convert those leads into clients.
Integrate thousands of tools and apps to trigger automations in Digitree
Connect to over 4,000 apps with Digitree’s Zapier integration. Your third-party apps can be integrated to trigger more effective (and creative) sales and marketing automations in Digitree.
When you have a business, it's pretty time-consuming. You want to spend time with family and friends, on your health, things like that. Digitree gives you the ability to go and do that because the follow-up is automated. You get peace of mind.
Eric Saar | Slingshot Media Consulting
Digitree customers save time and grow with Easy Automations like:
New lead capture
Take leads from contact form to appointment booked without doing a thing.
Appointment reminder
When clients book an appointment, they’ll get scheduled reminders automatically.
Sales nurture
New leads create a new deal in your sales pipeline with emails about offerings and promotions to follow.
Purchase follow-up
Automations will remind your clients when they’ve overlooked an invoice and send a thank you email once they’ve paid in full.
Scale up and automate anything with Digitree’s Advanced Automations builder
Advanced Automations builder lets you customize your sales and marketing processes to create predictable, repeatable growth with advanced nurture sequences, personalization response triggers, and much more.
Plus, integrations with thousands of powerful apps and tools mean you can suit the unique needs of your business.
A few ways Digitree customers are growing through automation
Try Digitree for yourself
Try Digitree for yourself
Frequently asked questions
What is sales and marketing automation?
Sales and marketing automations perform daily sales and marketing tasks automatically, freeing up lost time and effort. EG: Sending email drip campaigns, follow-up messages, thank you messages and social media posts. You can also set up automatic invoices, payment reminders, appointment scheduling, and much more.
Learn more:
How does automation benefit my business?
Automating new and existing tasks saves time so you can focus on other areas of your business. Plus, sales and marketing automations improve organization, create more personalized communication, generate more sales, and ultimately boosts revenue.
What sales and marketing automation features does Digitree platform offer?
With Digitree's sales and marketing autiomation features, you can use preset Easy Automations or create custom processes to:
• Send text and email follow-ups to potential clients
• Take leads from contact form to appointment booked
• Schedule reminders of client's appontments
• Turn new leads into new deals in your sales pipeline, with emails about offerings and promotions to follow
• Send invoice reminders and thank you emails...
• and much more
What tools for CRM automation does Digitree provide?
Keap allows you to easily automate several parts of your CRM workflow:
• Lead organization
• Daily repetitive work
• Follow ups
• Closing leads
• Invoice creation and collection
Is Digitree's marketing automation a lead generation software?
While Digitree does not "find" leads for you, it does manage your leads as they move through the sales pipeline. By automating lead nurture campaigns, you can close more deals with less work.
Does Digitree have sales and marketing automation experts to help me set up my account?
You're never alone. Our Expert Coaching team will provide you with solutions and strategies that will allow you to grow sales and save time with confidence. We also have chat support, a help center, and user community.
What is the difference between Digitree's marketing automation and sales automation?
Sales automations focus on closing pending and existing deals. Marketing automations entice new leads, nurture existing leads, upsell to current clients, and build long term loyalty with your customers.
How can I learn to use marketing automation like a pro?
We’ll get you up and running with our New Customer Webinars. These quick-paced, easy-to-follow sessions (just 60 minutes) translate learning into actionable steps and keep your business moving forward.
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