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Getting Started with SmartFirm
Can I combine marketing services with workflow automation, or do I need to pick just one?
You can absolutely combine both, and most successful firms do. Our QuickStart plan integrates marketing automation (lead generation, email campaigns, review requests) with workflow automation (client onboarding, document collection, task management) seamlessly. All systems work together through platforms like High Level CRM and your practice management software to create a comprehensive growth strategy.
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