DBC Partners offers pre-designed workflows that are packaged and ready to install in your Actionstep PRO or PRO+ System.
DBC Partners also Custom Designs Workflows
Start working right away
Customize anything about the workflow at any time
60-minute tweaking/training session included
Pre-installed document templates are updated with your firm’s electronic letterhead
Track your ROI from Paid Advertising and Referral Sources
*Marketing Campaigns & Referral Source workflows are installed and related to all the workflows in your Actionstep system when you purchase CRM and/or Seminar