Tracking the progress of clients and prospects as they move through your various pipelines enables you to close more sales and provide superior customer service. The Pipeline view makes this tracking even easier.  The view enables you to easily move cases through the stages of your pipeline, see if a case has stalled, and much more. This video provides a brief overview of the the Pipeline view, how to access it, and how to set it as your home page if you like.

In this video, we will learn how to use the Potential Product Type filter to save time, money, and clients. This field enables agencies to identify clients lacking a particular coverage. You can use the field to simply view these cases (on the Cases/Policies page), to generate a list (using the Cases report), to generate email campaigns and to fine-tune workflows. Here's how ...

In this video, we explore the process of setting up drip marketing email campaigns in NextAgency to save you time, money, and clients. 

In this video, you'll see just how easy it is to set up and manage email campaigns (ie: email newsletter blasts to a subset of your contact database). This is different than setting up an automated workflow based on a specific trigger/action sequence as those are transactional emails. For example, if you wanted to send a 'Happy New Year' email to all of your clients, you would more than likely use this module.

NextAgency allows you to import cases using third party forms, specifically forms created in Typeform or Google Forms. When visitors to your site complete the form, their data is automatically transferred to NextAgency. You can then easily create a prospect, lead or other case record. Of course, this tool isn't limited to capturing leads. It will work wherever you host your forms.

We connect to Typeform and Google Forms through Zapier. This means you need your a Zapier account. You will also need to sign-up for Zapier integration in the billing settings of NextAgency.

In the following videos, we walk you through how to connect an online form with NextAgency through Zapier and how to import that data into NextAgency.