Take control of your business website
Lead Management 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 Online Business Console or any other hosting company
- Use customisable business workflows to set up 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
- Customise 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 capture and populate every enquiry in your customer database
- Use built-in business workflow framework to automate follow-up, set reminders and escalation rules and 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 function 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
- Add web form easily to any web page
- Customise the landing page that customers see after submitting an enquiry
Lead Management Reporting
- Sophisticated customer reporting framework
- Filter any system or custom field
- Save any report and run later
- Export any report to Microsoft Excel for further analysis
