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Playbooks

Business automations

Streamline and optimize your business workflows with the help of Playbooks.

Playbooks are sets of rules and actions that you can create and apply to different scenarios in your business, such as onboarding, payments, renewals, and more.

By using Playbooks, you can automate repetitive processes, reduce human errors, increase efficiency, and save time and resources.

Automatic reminders

This feature allows you to automate the follow-up process with your clients and save time.

For example, after sending an invoice, you can set the system to send a reminder email to the client after a certain period of time.
The email will be personalized and customized according to your preferences, and will look like you wrote it yourself. 

Increase employee productivity

Enhance your team’s productivity and unleash their creative potential.

Say goodbye to tedious, repetitive tasks and empower your employees to focus on what truly matters.
Playbooks streamlines workflows, allowing your team to dedicate their time and energy to innovative solutions that drive expansion and growth.

Transform the way you work and experience a remarkable boost in efficiency and creativity.

Make New Era business with full focus on the clients care with the best partners