Automation.

Ready to streamline your workflow and focus on growing your business? Automate your success and eliminate repetitive tasks. Our advanced automation solutions enhance accuracy, boost productivity, and ensure seamless communication across all channels, letting you concentrate on what matters most—scaling your business.

Let's Build Your Dream

Automation.

A Service by DreamCRM

Let's Build Your Dream

Streamline Your Workflow, Focus on Growth

Imagine a world where your business operates smoothly and efficiently, allowing you to focus on what truly matters: growth. With Dream Builders Branding, this vision becomes reality. Our automation solutions eliminate repetitive tasks, enhance accuracy, and boost productivity. From automated lead nurturing to multichannel marketing campaigns, we tailor our strategies to meet your unique needs.

Streamline Your Workflow, Focus on Growth

Imagine a world where your business operates smoothly and efficiently, allowing you to focus on what truly matters: growth. With Dream Builders Branding, this vision becomes reality. Our state-of-the-art automation solutions eliminate repetitive tasks, enhance accuracy, and boost productivity. From automated lead nurturing to multichannel marketing campaigns, we tailor our strategies to meet your unique needs.

Why Choose Our Automation Solutions?

By choosing our automation solutions, you are not just adopting a set of tools—you are embracing a smarter, more efficient way of doing business. Let us help you unlock your business’s full potential with our innovative automation strategies.

Efficiency

Reduce manual tasks and improve accuracy with our advanced automation tools.

Custom Workflows

Design personalized workflows that manage your email marketing, SMS responses, social media engagement, and more.

Lead Nurturing

Automatically generate and manage leads through customized campaigns, ensuring no potential client is missed.

Pipeline Management

Seamlessly move leads through your sales pipeline, providing real-time updates and insights.

Calendar Management

Automate your bookings and reminders, ensuring you never miss an opportunity.

Multichannel Campaigns

Integrate email, SMS, calls, and social media into cohesive marketing strategies.

Why Choose Our Automation Solutions?

By choosing ourautomation solutions, you are not just adopting a set of tools—you are embracing a smarter, more efficient way of doing business. Let us help you unlock your business’s full potential with our innovative automation strategies.

Efficiency

Reduce manual tasks and improve accuracy with our advanced automation tools.

Custom Workflows

Design personalized workflows that manage your email marketing, SMS responses, social media engagement, and more.

Lead Nurturing

Automatically generate and manage leads through customized campaigns, ensuring no potential client is missed.

Pipeline Management

Seamlessly move leads through your sales pipeline, providing real-time updates and insights.

Calendar Management

Automate your bookings and reminders, ensuring you never miss an opportunity.

Multichannel Campaigns

Integrate email, SMS, calls, and social media into cohesive marketing strategies.

Explore Our Automation Services

Email Marketing Automation

Create dynamic email campaigns that respond to customer actions. For instance, if a recipient watches a training video but doesn't take further action, they receive a follow-up email with an extra discount. If they purchase a course, they get a welcome email with login details—all running on autopilot, saving you time and ensuring timely follow-ups.

SMS Automation

Engage with customers instantly using single-word text automation. When a customer texts "subscribe," they immediately receive a link to a subscription form. If they text "call me," a voicemail drop or a notification prompts an agent to call them back. If you miss a client's call, an automated text message is sent to ensure they feel valued and informed.

Automatic Missed Call Texts

Never lose a potential sale due to a missed call. Set up an SMS to be sent automatically to the caller if the phone remains unanswered, making them feel acknowledged and providing an opportunity to convert the lead.

Social Media Automation

Integrate with Facebook Messenger and Instagram to automate conversations and capture lead data. Automated replies can guide users through your services or booking process, making it easy to capture leads from Facebook Ads and other campaigns.

Calling Automation

Leverage features like forced calls and voicemail drops to act on leads immediately:

Forced Calls
When a lead submits a form or shows interest, the system automatically calls an agent and connects them with the lead. This immediate response can significantly increase conversion rates.
Voicemail Drops: Leave pre-recorded voice messages for your leads without manually making calls, perfect for following up on missed calls or sending out reminders.

Appointment Booking Automation

Never miss an appointment or booking with our comprehensive automation tools:

Automated Scheduling: Integrate with your calendar to automatically update with new appointments, avoiding double bookings.
Payment Integration: Connect with payment gateways like Stripe to handle payments seamlessly during the booking process.
Zoom Integration: Automatically generate and send Zoom links for virtual appointments.
Reminder Notifications: Reduce no-show rates by sending automatic reminders via email or SMS before appointments.

Pipeline and Calendar Management

Keep track of your leads and appointments effortlessly:

Automated Pipeline Updates:
As leads move through your sales process, their status is automatically updated in your pipeline.
Calendar Sync:
Ensure all your appointments are automatically synchronized across every calendar, eliminating scheduling conflicts.
Opt-In Links:
Use opt-in links in your marketing materials to automatically add leads to your pipeline and start nurturing them immediately.

Multichannel Campaigns

Maximize engagement by integrating all your communication channels into a seamless experience:

Comprehensive Workflows: Combine email, SMS, calls, and social media into multichannel workflows.
Cross-Channel Triggers:
Set up triggers that move leads through different channels based on their actions, ensuring continuous engagement.
Personalized Interactions:
Use AI to personalize responses and interactions across all channels, enhancing the customer experience.

Explore Our Automation Services

Email Marketing Automation

SMS Automation

Automatic Missed Call Texts

Social Media Automation

Calling Automation

Leverage features like forced calls and voicemail drops to act on leads immediately:

Forced Calls
When a lead submits a form or shows interest, the system automatically calls an agent and connects them with the lead. This immediate response can significantly increase conversion rates.
Voicemail Drops
Leave pre-recorded voice messages for your leads without manually making calls, perfect for following up on missed calls or sending out reminders.

Appointment Booking Automation

Never miss an appointment or booking with our comprehensive automation tools:

Automated Scheduling
Integrate with your calendar to automatically update with new appointments, avoiding double bookings.
Payment Integration
Connect with payment gateways like Stripe to handle payments seamlessly during the booking process.
Zoom Integration Automatically generate and send Zoom links for virtual appointments.
Reminder Notifications
Reduce no-show rates by sending automatic reminders via email or SMS before appointments.

Pipeline and Calendar Management

Keep track of your leads and appointments effortlessly:

Automated Pipeline Updates
As leads move through your sales process, their status is automatically updated in your pipeline.
Calendar Sync
Ensure all your appointments are automatically synchronized across every calendar, eliminating scheduling conflicts.
Opt-In Links
Use opt-in links in your marketing materials to automatically add leads to your pipeline and start nurturing them immediately.

Multichannel Campaigns

Maximize engagement by integrating all your communication channels into a seamless experience:

Comprehensive Workflows: Combine email, SMS, calls, and social media into multichannel workflows.
Cross-Channel Triggers
Set up triggers that move leads through different channels based on their actions, ensuring continuous engagement.
Personalized Interactions
Use AI to personalize responses and interactions across all channels, enhancing the customer experience.

Send an SMS Message Directly from your DreamCRM Platform

DreamCRM makes sending a text through its platform, straightforward and easy. If you’re sending an SMS to multiple contacts, you can send it to everyone all at once or at a scheduled time. There is a feature called “drip mode” which sends the SMS message in batches over a period of time.

For example, if you want to send the same text to 5,000 contacts, you can send them in batches of 500. This helps control the volume of SMS traffic and avoids overloading the server. From the DreamCRM dashboard, you can also view all incoming and outgoing SMS messages in the conversations tab so that you can easily see who requires a response or a follow-up.

Personalize the Message

DreamCRM has a series of “custom values” that you can include to further customize your message. For example, if you add , the tool will pull all the first names from your selected contacts and pre-populate the SMS with this information. Luckily for you, DreamCRM provides a dropdown menu with all the different options to customize.

If you plan to send out the same or similar SMS messages to your potential leads, you can create your very own SMS template and save them for future use. What’s nice is that when you create your template, you can view it in a preview window to the right of the text box. When you’re happy with a layout, simply save it for later and save some time.

DreamCRM Multichannel Workflows

DreamCRM workflows are the foundation in creating a campaign. For example, a campaign may start when someone submits an online form on your website to receive more information about a product/service. This action then triggers a text message response to be sent to the customer, providing the customer with more information and an opportunity to make a sale or book a call. Best part? You can incorporate as many triggers and actions as needed for your campaigns, so the opportunities are limitless.

Set Up Automatic Texts for Missed Calls

This is our most popular feature among our clients. We understand that it’s not always possible to physically answer a phone or message. Typically, when someone calls a business, and no one picks up, the person will generally move on to the next number they find on google. With DreamCRM, you can set up an automatic text that is sent to the caller if no one answers their call. The means that your callers don’t feel like they’re being ignored, and it provides an opportunity for you to gain more business through an automated process.

Build SMS Opt-In Campaigns

If you send out flyers, pamphlets, or any other type of media, you can build a DreamCRM SMS workflow to have your interested client text to what we call a ‘textable number’ and be sent more information via text.

For example, if someone sends a text saying, “Can I have a tour?”, we can set the parameters of the trigger to identify the word “tour” from the content of the message. Then an automation would trigger the action to send a prewritten message relating to a tour, “Hi, this is Lisa from Allegra Realty. Thank you for your interest. please book your tour by clicking on this link: www.booknow.com/allegrabooking."

One-Word SMS Trigger Automation

This feature on DreamCRM allows people to text a single word or phrase to get a response. Similarly, to the example above, you can assign actions to words or short phrases that trigger a response when sent. For example, if someone texts in the word “info” or “book an appointment,” this can trigger an informational message to be sent or a booking link. Or, if someone texts “stop,” it can trigger the action to remove them from the campaign. Essentially, our One-Word SMS Trigger feature can automate an entire conversation based on a person’s replies, booking you ready leads and opportunities.

SMS Messages with Trigger Links

With DreamCRM, you can set up trigger links and add them to your text messages. These are unique links that perform an action when they are clicked. For example, a message can be sent with a trigger link saying, “take a look at this new offer.” When someone clicks on the trigger link, it can automatically add their information to a campaign. It’s a useful tool to automate part of the pipeline process and eliminates the need for you to manually deal with it.

Use the Chatbot Widget to Initiate SMS Conversations

Our DreamCRM chatbot widget is a simple way to provide great customer service without having to be on the phone all day. What do you do if a real person is not available? Well, our chatbot widget can ask the recipient for their phone number to initiate an SMS conversation where the customer is asked to input their name, number, and a message which then shifts the conversation over to SMS. From here, you can either manually text back or you can set up a workflow to incorporate automated responses and one-word triggers. It’s that easy.

Ready to Transform Your Business?

Discover the power of automation with Dream Builders Branding. Our tailored solutions free you from time-consuming tasks, allowing you to focus on scaling your business.

Book A Free Consultation

Ready to Transform Your Business?

Discover the power of automation with Dream Builders Branding. Our tailored solutions free you from time-consuming tasks, allowing you to focus on scaling your business.

Book A Free Consultation

Ready to Transform Your Business?

Discover the power of automation with Dream Builders Branding. Our tailored solutions free you from time-consuming tasks, allowing you to focus on scaling your business.

Book A Free Consultation

Questions? We’ve Got Answers!

What are the benefits of using Dream Builders Branding’s automation solutions?

Dream Builders Branding's automation solutions enhance efficiency by reducing manual tasks, improving accuracy, and boosting productivity. Our tools allow you to focus on growth by streamlining workflows, automating lead nurturing, and managing multichannel marketing campaigns.

How does Dream Builders Branding’s lead nurturing automation work?

Our lead nurturing automation creates customized campaigns to automatically generate and manage leads. This ensures that no potential client is missed, as leads are continuously engaged through tailored content and follow-ups, moving them through the sales pipeline effectively.

Can Dream Builders Branding automate my email marketing campaigns?

Yes, Dream Builders Branding can automate your email marketing campaigns. We design dynamic email campaigns that respond to customer actions. For example, follow-up emails are triggered if a recipient watches a training video but doesn't take further action, ensuring timely and relevant engagement.

How does SMS automation enhance customer engagement?

Our SMS automation engages customers instantly with single-word text automation. When a customer texts keywords like "subscribe" or "call me," they receive immediate responses or prompts for further action, ensuring they feel valued and informed.

What happens if I miss a client’s call?

With our automatic missed call texts feature, an SMS is sent automatically to the caller if the phone remains unanswered. This makes the caller feel acknowledged and provides an opportunity to convert the lead, ensuring no potential sale is lost.

How does social media automation work with Dream Builders Branding?

Dream Builders Branding integrates with platforms like Facebook Messenger and Instagram to automate conversations and capture lead data. Automated replies guide users through your services or booking process, making it easy to capture leads from social media campaigns.

What is calling automation, and how can it help my business?

Calling automation includes features like forced calls and voicemail drops. Forced calls automatically connect an agent with a lead, significantly increasing conversion rates. Voicemail drops leave pre-recorded messages without manual calls, perfect for follow-ups and reminders.

How does appointment booking automation improve scheduling?

Our appointment booking automation tools integrate with your calendar to update appointments automatically, avoiding double bookings. Features include automated scheduling, payment integration, Zoom integration for virtual appointments, and reminder notifications to reduce no-show rates.

How does Dream Builders Branding manage pipelines and calendars?

Dream Builders Branding’s automation tools keep track of leads and appointments effortlessly. Automated pipeline updates change lead status as they move through the sales process. Calendar sync ensures appointments are synchronized across all calendars, preventing scheduling conflicts.

What are multichannel campaigns, and how do they enhance customer engagement?

Multichannel campaigns integrate email, SMS, calls, and social media into seamless workflows. Cross-channel triggers move leads through different channels based on their actions, ensuring continuous engagement. AI personalizes interactions, enhancing the overall customer experience.