Lead Management
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Main Features of Lead Management
• Build any number of customer enquiry Web forms
• 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 |
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Integrated Customer Database
• Grow your customer databased every time your customers subscribe 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 |
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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
• 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 |
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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
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