The Enterprise account in AgencyZoom allows you to manage workflows and automations across all Member Agencies. By standardizing sales, service, and onboarding processes, you can ensure consistency and efficiency throughout your organization.
Use workflows and automation to:
Create consistent processes across agencies.
Automate communication and tasks.
Centralize content for reuse.
Workflows (Pipelines)
Within Enterprise, workflows are represented as Pipelines. The most common workflows include:
Sales – manage leads from new to closed.
Service – track and resolve customer service requests.
Onboarding – guide new customers through the setup process.
Lifecycle Automation
Once workflows are determined, you can build Lifecycle Automation to streamline communication and tasks. Automations can include:
Emails
Reminders
Tasks
Text messages
Templates can be created both in the Lifecycle Automation view and within the Content Library for reuse across agencies.
Content Library
The Content Library allows you to add and manage reusable templates, including:
Email templates
Text message templates
Documents
Videos and images
This centralized library ensures that Member Agencies have access to consistent, approved content when executing automations.