Customer Relationship Management Features
Cutomer Relationship Database is part of all our Price Plans
The CRM Customer Database when integrated properly with an Online Business Console reacts and reports on any interaction with your site.
Your own Customer Database Integrated Fully with Your Site
- Grow your customer database every time your customers enquire or interact with your website
- Keep a history of all past customer enquiries
- Allow customers to view their own past enquiries via secure "member only" areas
- Allow customers to keep their own details updated via secure "member only" areas
- View on a per customer basis details on every action they've taken on your site
- Customise and extend the Customer Database to suit your business
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Completely Interactive Web Forms
- Any number of customer enquiry web forms to collect any kind of data from your customers
- Add any number of custom fields to your web form to suit your business
- Automatically captures and populates every enquiry in your customer database
- Use built-in business workflow framework to automate follow-up, set reminders and escalation rules. Choose to be notified via email and/or SMS.
- Report on web form submissions including custom fields and easily export to Microsoft Excel
- Allow customers to upload files within web forms
- Allow real-time credit card processing within web forms, e.g. process donations (Full Solution Only)
- Allow refer-a-friend functionality within web forms
- Add Image Verification to web forms to stop spam submissions by bots
- Allow customers to subscribe to one or more campaign lists within web form
- Automatically subscribe customer to a Secure Zone upon submission of a web form
- Easily add web form to any web page hosted with us or elsewhere to capture information
- Choose the landing page customers see after submitting an enquiry
- Customisable auto responder email sent to customers after they make an enquiry on each web form
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Reporting and Analytics
- Sophisticated customer reporting framework.
- Filter on any system or custom form field or value
- Save any report for any amount of time and run later for up-to-date results
- Export any report to Microsoft Excel for further analysis or as a backup
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Lead Management
- Easily add your web forms to a web page hosted with us or elsewhere
- Use customisable business workflows to setup notifications via email or SMS when customers enquire
- Use the Customer Report Generator to segment your customer database
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