Bickert Management Inc.

  • Automate Your Lead 
    ​Follow-Ups with Zoho

    Efficiently manage leads and follow-ups with Zoho's 
    automated workflows, from webform submissions to 
    email templates and CRM integration
    Start Automating Now

Efficient Lead Management Starts Here

Streamline your lead follow-up process by automating actions after a webform is completed. Whether it's sending an email with attachments, initiating a lead nurturing sequence, or notifying internal teams, our Zoho-powered workflows take care of everything. This ensures that no lead is missed, follow-ups are timely, and your team can focus on closing deals.

Key Features of Our Automated Lead Workflow

Customizable Web Forms

Capture lead details with personalized 

forms that sync directly with Zoho CRM

Automated Email Sequences

Trigger emails and nurture sequences 

to engage leads automatically

Internal Notifications

Receive real-time notifications 

for instant lead follow-up

Multi-Stage Workflows with Zoho Flow

Create complex workflows using decision 

trees for tailored lead responses

Integration with Custom Apps

Seamlessly notify and connect with 

custom apps for lead management

Flow to Invoice and Sign

Automate the process from lead nurturing 

to invoicing and contract signing

How Our Automated Workflow Works

Form Submission

Once a webform is completed, the lead’s information 

is instantly captured and synced with Zoho CRM

Email Template with Attachments

An automated email is sent to the lead, featuring personalized content and any relevant attachments

Lead Nurturing Sequence

The CRM initiates a lead nurturing sequence based on predefined triggers, helping to maintain engagement

Internal Notifications

Real-time notifications are sent to the sales team 

or managers, ensuring immediate follow-up

Custom App Integration

Custom apps can be notified automatically to handle specific lead management tasks or additional actions

Zoho Flow Multi-Stage Process

Zoho Flow guides the lead through workflows 

like invoice generation or document signing

See the Workflow in Action

Our Certifications

       Zoho Survey

        Zoho Expense

      Zoho Billing

    Zoho Sign

        Zoho Social

         Zoho Marketing

      Zoho Projects

      Zoho Books

    Zoho Inventory

    Zoho CRM

        Zoho Campaign

         Zoho Sprints

Zoho Bigin Badge

      Zoho Bigin

Zoho Vault Badge

      Zoho Vault

Zoho People Badge

    Zoho People

Zoho Recruit Badge

    Zoho Recruit

Zoho Analytics Badge

        Zoho Analytics

Zoho Desk Badge

         Zoho Desk

Zoho Mail Badge

    Zoho Mail

Zoho Assist Badge

    Zoho Assist

Why Choose Automated Workflows for Lead Management?

Boost Efficiency

Streamline operations and save time with 

automated lead management workflows

Personalized Engagement

Trigger customized emails and nurture 

sequences for enhanced lead engagement

Improved Team Collaboration

Ensure timely internal notifications, 

keeping teams aligned and responsive

Data Integration Across Platforms

Seamlessly connect Zoho CRM with other 

platforms and apps for a unified workflow

Scalable Solution

Easily expand workflows to accommodate 

growing business needs and lead volumes

Real-Time Lead Tracking

Track leads in real-time for faster 

decision-making and follow-ups

Frequently Asked Questions

What happens when a webform is submitted?

Upon submission, the form data is instantly synced with Zoho CRM, and workflows such as sending emails or internal notifications are triggered.

Can I customize the email templates?

Yes, the email templates are fully customizable, including attachments and personalized content.Yes, the email templates are fully customizable, including attachments and personalized content.

What is Zoho Flow, and how does it work?

Zoho Flow allows you to create multi-stage workflows with decision trees that automate actions across multiple apps based on lead behavior.

Can I integrate this workflow with custom apps?

Yes, custom apps can be notified as part of the workflow, allowing for further automation and integration.

How do internal notifications work?

Internal notifications are sent to specified team members via email, push notification, or in-app alert, ensuring leads are followed up immediately.

Ajid B.

We have been working with Bickert Management to convert our operating systems to Zoho. They took time to understand our requirements so the setup would be done correctly to improve our operations and increase efficiency. Their approach is phenomenal as we enjoyed working with the team.

Sham

I posted a job on upwork, looking for a developer that could send data from Zoho CRM to an online training platform using their API. From the beginning I felt that Bickert Management had a good understanding of my request. Their developers are very nice, helpful and patient. I'm glad I went with Bickert and would absolutely use them again in the future.

Laura T.

Upwork connected me with Bickert Management to solve my CRM needs. Bickert's staff was so great to work with and so affordable. 5-Stars all the way, we are so much more productive in our CRM because of their training and custom reports. Thanks Michael and Kevin. Great Job!

Diana N.

After weeks of searching for the right person/business to help us with our project, we eventually found Bickert Management. We had an initial meeting to lay down the plan and timeline; and from beginning to end we had constant collaboration and communication on the project. We have worked with other businesses, but nobody as responsive and timely as Bickert Management. They met our timeline even after we requested last minute changes and we are already making plans for more projects to come.

Left Brain Pro

The Bickert team quickly understood our company's needs and created professional, customized templates for our emails, newsletters, and webinar auto-responder sequences. Their expertise with Zoho One and email marketing best practices was evident throughout the process.

Within a short timeframe, they delivered excellent templates that have streamlined our communications and automated our webinar responses. I highly recommend Bickert Management Inc. for any small business looking to leverage Zoho One and improve their email marketing and automation.

Angela M.

I was so glad to find Michael and his team to help me set up my business email, cloud storage and work drive. From the initial interaction to the final completion of the project they were a delight to work with. They got on an initial call with me to understand my needs and make a plan with me, then one of their experts worked with me to execute. I had some questions along the way and they were happy to answer them even after they had me set up. I never felt rushed or like I was just a number. Their team is very responsive and professional and they know their stuff! It was so nice to have their expertise to help me with what was going to be a difficult task if I had to do it on my own.

Stuart W.

The Bickert team have been amazing to work with! They're very detailed orientated, communicative and are very knowledgeable. Specific shoutout to Kevin and Eric both of whom I've enjoyed working with immensely. We'll be using their services well into the future, I'd recommend anyone looking for high quality to work with them.

Tim E.

We hired the Bickert team to assist us with implementing the Zoho Recruit module (HR software). The team did an excellent job of listening to our requirements and refining the configuration based on our testing. Communications were excellent and the team was very quick to respond to our feedback. An excellent experience and a group I definitely recommend.

Denise R.

We worked with the Bickert Management team on a relatively small but unusual and super important project. They were flexible in service of our needs, and incredibly responsive unlike other tech support consultants we've used in the past; very prompt to respond and address our questions. We're already working with and reaping the benefits of what they created for us. When I say it was a real pleasure working with Jason and Michael, I mean it!

AED Advantage Sales Ltd.

We have very much enjoyed working with the Bickert team. They listen to our concerns and do everything they can to make our goals a reality. I would recommend Bickert to other businesses looking to streamline operations and increase efficiencies. Thank you Bickert team!

D P

BMI has been essential in the progress of setting up the internal structure of our computer systems within Zoho. This is and has been an evolving situation, and they have been able to adapt and get the results that we desire. They have exceeded my expectations. They have always been courteous, quick and responsive. We could not ask for a better partnership.

Kari M.

Having Bickert available in 2021 and 2022 to provide us with Zoho Support has been invaluable! Any time we have technical questions our dedicated contact person there can help us figure things out quickly. This saves me a lot of time and headaches to know I have an expert available. He's also able to explain things in a way that I can understand and learn from. Thank you to Bickert for providing a great service!

Mike M.

BMI has been great to work with. Their team is prompt and always follows up to ensure expectations are met. They helped me to integrate Zoho with my SAAS. I'll definitely use them in the future.

Nitzan H.

Everyone we've been in contact with at BMI has been extremely forthcoming and open to our questions and wishes. Clear communication and thinking actively with us to to find a way (both financially and expectation wise) to start a healthy collaboration. The team clearly understand the in's & out's of the products they are working with and we are looking forward to a long lasting working relationship.

Preston H.

I found BMI on Upwork and the experience has been amazing! They've been able to save me so much time & money with their extensive knowledge of the ZOHO platform and automations. Thank you!!

Mike S.

Great communication and great results on the Zoho forms/desk project they worked on for us. Will be doing more work with BMI!!

Fred L.

Extremely professional organization consumed with pleasing its clients.

Ashley L.

Great team, rapid response, fantastic experience!
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