CRM & Lead Management
Our CRM will give your business the competitive edge to increase customer service. The system will track the activities of each customer as they interact with your website. You'll have the ability to create case logs in a customer's account, files, reports, and enable a sales person with all the tools to manage new leads. Click on the image below to take a brief tour of our CRM & lead management tools.
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Key Feature: Live Feed
As you log into the admin panel (as shown above) you'll see a live feed reporting user activity with your website keeping you instantly updated. You'll be notified of users who have just barely filled out a submission form, responded to an email marketing message, purchased an item through your e-commerce store. Multiple activities are stored in the same user's account to give you a full report on an individual user's surfing habits. Contact us for a FREE tour of this feature!
Lead Generation & Customer Management
- Grow your customer databased every time your customers enquire or interact with your website
- Keep a history of all past customer enquiries
- Allow customers to view their past enquiries via secure "member only" areas
- Allow customers to keep their details updated via secure "member only" areas
- View on a per customer basis details on every action they've taken on your site
- Customize and extend the Customer Database to suit your business (All-in-One solution only)
Manage E-commerce Customer Database
- Keep a history of all past customer purchases
- Give loyal customers individualized discounts. You can apply a different discount for every catalogue and every customer
- Allow customers to view their past orders and even redownload any e-Products previously purchases via secure "member only" areas (All-in-One solution only)
- Setup reoccurring orders and payments. Automatically emails invoices to customers
- Customize and extend the Customer Database to suit your business (All-in-One solution only)
Integrated Email Marketing Customer Database
- Grow your customer databased every time your customers subscribe or interact with your website
- Centrally manage your customer's campaign subscriptions
- A full history of past campaigns sent to each customer including open rates, actions taken and links clicked
- Increase your sales by utilizing up to 5 anniversary dates for each customer, e.g. date of last holiday booked, date of last car service. Use loyalty campaigns to automate communication around these key events on a one-on-one basis
- Customize and extend the Customer Database to suit your business (All-in-One solution only)
Main Features of Lead Management
- Build any number of customer enquiry web form without any programming
- Easily add your web forms to a web page hosted at Online Business Console or any other hosting company
- Use customizable business workflows to setup notifications via email or SMS when customers enquire
- Use the Customer Report Generator to dice and slice your customer database
Integrated Customer Database
- Grow your customer databased every time your customers enquire or interact with your website
- Keep a history of all past customer enquiries
- Allow customers to view their past enquiries via secure "member only" areas (All-in-One solution only)
- Allow customers to keep their details updated via secure "member only" areas (All-in-One solution only)
- View on a per customer basis details on every action they've taken on your site
- Customize and extend the Customer Database to suit your business (All-in-One solution only)
Web Form Builder
- Build customer enquiry web forms without any programming
- 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 (All-in-One 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 (All-in-One solution only)
- Automatically subscribe customer to a Secure Zone upon submission of a web form
- Easily add web form to any web page hosted at GB or elsewhere
- Customize the landing page customers see after submitting an enquiry
- Customize auto responder email sent to customers after they make an enquiry
Lead Management Reporting
- Sophisticated customer reporting framework.
- Filter on any system or custom field
- Save any report and run later
- Export any report to Microsoft Excel for further analysis
