Better Customer Service with Built-In CRM
Many businesses struggle with cumbersome systems and too many emails. It's easy to lose track of important customer requests and keep records up to date and in sync. Our simple CRM is built in and integrated with all your site’s other features, enabling you to provide better service for your customers, without any extra effort or coding.
Live Feed of Customers’ Actions
Your Dashboard gives you a central view of your customer activities. From eCommerce orders to blog comments, forum posts to contact forums, member zone activity to email marketing, it's all tracked to give you a complete view of customer behaviour.
Centrally Manage Cases, Orders and More
Once a customer registers their email address anywhere on your site, a customer record is created for them. From there, you can give them access to secure member areas, manage their store orders and modify their email marketing subscriptions.
Impress Customers With Workflows
Automate your processes and get back to your customers fast! Your site can have multi-step workflows to notify your team of new web form submissions or orders, verify steps as they are completed, and remind and escalate to management if need be.
Try it out!
Let us create a demo site for you. Just provide some info, and we'll get you all setup. We won't touch your existing live site (if you have one), we'll just make a copy. Oh did we mention the 30-day Free Trial? We'll walk you through the entire system, then turn you loose to test it out and soak it in.
Main Features of Lead Management
- Use any number of customer inquiry web forms
- Use business workflows to setup notifications via email or SMS when customers contact you
- Use the Customer Report Generator to slice and dice your customer database
Integrated Customer Database
- Grow your customer database every time your customers inquire or interact with your website
- Keep a history of all past customer inquiries
- Allow customers to keep their details updated via secure “members only” areas
- View on a per customer basis details on every action they’ve taken on your site
Lead Management Reporting
- Sophisticated customer reporting framework.
- Save any report and run later
- Export any report to Microsoft Excel for further analysis
Have a question? Let us know!