Collating all this raw information quickly

For each appointment made, a contact file is automatically created in Plezi using Zapier. The information filled out by the contact in the appointment form is also sent directly to a new file in their CRM. This saves a significant amount of time on a day-to-day basis. With the time saved, salespeople can focus on tasks with high added value.


For example, recontacting prospects, writing personalized Phone Number Data emails, and fine-tuning their sales pitch. See all of your results in the blink of an eye with automated dashboards: 2 hours saved a week or 1 day a month If you want to closely monitor your results without marketing automation software, you should expect to spend a good deal of time exporting tables in Excel or Google Sheets. becomes difficult.



Where do leads come from, how much does marketing really generate in sales… But this information is invaluable for either implementing or refining your marketing strategy. At Plezi, our automated dashboards let us see precisely how many leads are generated, where they come from, which pieces of content perform best or convert the greatest number of leads, and more.