As part of your engagement with us, our experts will work with you or your team to build a custom client onboarding, automation, marketing, and CRM solution tailored for your business.
Custom setup and configuration
We'll create, set up, and integrate AI, client onboarding, marketing, workflow automations, and CRM for you.
Dedicated Customer Success Manager
Your Mystro resource dedicated to creating a plan for reaching your goals.
Strategy Sessions
Interactive meetings to discuss important projects, review platform efficiency, and review your plan to achieve your goals.
Recurring Meetings
One-on-one strategy sessions with your team to review and adjust your account strategy and make adjustments if necessary.
Ongoing training
An overview of best practices to optimize your team's daily use of Mystro for increased efficiency and business growth.
On-Demand Resources
Access to a collection of trainings, guidelines and support documents.
Automated data collection
Conversational forms builder
Landing Pages
Online forms
Document collection
Documents Storage (unlimited)
Document Validation
Equifax Integration
Bank Statements
Referrals system
Calendly integration
2FA (SMS and Authenticator)
AI Agents
AI Chatbots builder
Custom AI knowledge bases
Automation workflow builder
Marketing campaign automation
Sales CRM (10 seats included)
Advanced document collection
eSign
Google email integration
Outlook integration
Pipeline management
Webhooks
Third party CRM integrations
Stripe integration
Zapier integration