Benefits:

  • Easily add your web forms to a web page on your website or on a page hosted elsewhere. Form data is recorded in the e360 CRM.
  • Use customisable business workflows to setup notifications via email or SMS when customers submit an enquiry form
  • Use the Customer Report Generator to dice and slice your customer database
  • Create a Sale Opportunity and Customer Case when a prospect submits a form so they can be followed up
  • Track the $ value in your sales pipeline

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 (Not available in Starter Plan)
  • Allow customers to keep their details updated via secure "member only" areas (Not available in Starter Plan)
  • 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 (Not available in Starter Plan)


Track Opportunities

  • Use Opportunities to assist in tracking and reporting on your sales pipeline
  • Automatically create Opportunities when someone submits an enquiry form on your website
  • Manually create Opportunities after a sales meeting
  • Manage opportunities as they progress through the various stages of a sale
  • Use the forecast feature to get a monhly view of your sales pipeline


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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e360 Modules