Customer Database (CRM)

The CRM (Customer Relationship Management) system that comes pre-installed with your website gives you the power to organize all of your customer and prospective customer information in one place. This CRM keeps track of every detail for you and helps to automate your customer relationship management. Make it easy to sell more by remembering more...automatically.

Why Does This Matter?

Your Small Business customer database lets you remember every online interaction with every customer to help you strengthen those relationships.

Key Features

Your Small Business marketing website comes with an integrated Customer Relationship Management system (CRM). Key features:

Site Search

Search for any customer or company by name or part of a name.
Search by email address too!
Search for any customer case.
Search for any customer order.
Create a customer report based on any field in the database.

Unlimited Customer List

Grow your customer database every time your customers submit any form on your website.
Keep a history of all past customer enquiries per customer.
Allow customers to view their past enquiries via a secure password-protected area.
Allow customers to update their details themselves via a secure password-protected area.
View details on every action each customer has taken on your site.
Customize the Customer Database to suit your evolving business requirements over time.
Filter by user assigned to the case over a date period.
Filter further by customer type, lead source, industry, rating.

Unlimited Cases Per Customer

Every time a customer fills out a web form on your site, all the information is automatically saved as a customer case.
Build new customer enquiry web forms without any programming. Just point and click!
Add any number of custom fields to your web form to suit your business.
Allow customers to upload files within web forms.
Add Image Verification to web forms to stop spam submissions by spam software. This keeps your database clean of spam.

Unlimited Event Bookings

Allow customers to register for events such as workshops, seminars, private showings and other special events.
Use built-in follow-up framework to remind attendees of upcoming events automatically.
Automatically manage event capacity. System automatically disables registration once all "seats" have been filled.
Collect payments with bookings. Charge for workshops, seminars, private showings and other special events.
Customize the auto responder email sent automatically to customers after they make a booking.
Customize the landing page customers see after making a booking.
Sophisticated customer report generator easily creates and saves booking-related reports. Real-time attendance lists and more!

Unlimited New Business Opportunities

Use built-in business workflows to automatically follow-up, set reminders and escalation rules.
Choose to be notified via email and/or text message to your cellphone.
Allow refer-a-friend functionality within any web form.
Set sales quota for each user.

Unlimited Customer Orders

Allow real-time credit card processing within web forms. For example, accept donations or accept online payments.
Automatically subscribe customer to a Secure Zone upon submission of a web form.
Customize the landing page customers see after submitting an enquiry
Customize auto responder email sent to customers after they make an enquiry
Seperates paid orders and quote requests.

Powerful Sales Forecasts

Forecasting is fully integrated with opportunities.
Forecast Amount displays the sum of the sales quota you have set for each user in the system for any given month.
Best Case displays the Probability of any Opportunity multiplied by the amount of the Opportunity. This gives you an idea of potential revenue waiting to be claimed.
Closed Amount displays any Opportunity that has been successfully closed or ended.
Report on web form submissions including custom fields and easily export to Microsoft Excel.