CRM Features
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 CreateBot 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 database 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
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
- 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
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
Web Apps
- A framework to create any type of content, e.g. job listings, real-estate listing, a car catalogue etc using a point-n-click approach
- Create any number of web apps (web applications)
- Use various modules to easily publish web apps on your website, e.g. all web apps, latest web apps, random web app, web apps within a classification and so forth
- Allow customers to search within any web app on your site. The system will generate a search form that matches the schema of your web app.
- Allow customers to submit, edit and delete web app items via your website. Optionally you can be notified when they do.
- Make any web app item secure
- Easily share and syndicate any web app items using RSS
- Allow customers to submit comments on any web app item
- Report on web apps and drill down to see item usage
- For faster management use Import feature to manage your entire web app catalogue of items from a single Excel file
Bookings
- Allow customers to book into events
- Automatically manage capacity
- Use inbuilt follow-ups framework to remind attendees of upcoming events
- Collect payments with bookings
- Customize the landing page customers see after booking
- Customize auto responder email sent to customers after they make a booking
- Sophisticated customer report generator to allow to generate and save booking-related reports
POP Email
- POP3 email. Use with Outlook, Thunderbird or any other popular email program
- Web mail interface
- Unlimited Aliases for each mailbox
- Catch-all address
- Out of Office Auto Responder
- Mail Forwarding