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GroupCRM

Journey Templates

Start with pre-built journey templates optimized for common use cases

Renewal Orchestration

AI

Drive policy renewals with multi-channel touchpoints

Goal:Renewal
Entity Scope:Insurance
Blocks:10

Cross-sell Handshake

AI

Bank-Microcredit cross-sell with authority reroute

Goal:Accepted
Entity Scope:Bank, Microcredit
Blocks:9

Save Queue (Win-Back)

AI

High-value churn prevention with incentive optimization

Goal:Retained
Entity Scope:Insurance
Blocks:9

Customer Onboarding

AI

Welcome new customers with educational content

Goal:Onboarded
Entity Scope:All
Blocks:8

Re-engagement Campaign

AI

Win back inactive customers

Goal:Engaged
Entity Scope:Insurance
Blocks:8

Premium Upsell

AI

Upgrade customers to premium tiers

Goal:Upsold
Entity Scope:Insurance
Blocks:9