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Whether it’s visitor follow-up, new member education, personalized discipleship, or volunteer training, Realm lets you define and oversee the steps, activities, and outcomes of any process.
Set automated triggers for following up at predefined process steps and create system-initiated actions at activity completion to make sure people are never left waiting, but keep moving forward.
Realm enables you to assign Pathway oversight at granular levels, allowing you to distribute specific roles to the right people, while maintaining overall control, management, and insight.