Main Features of Customer Management

• Build any number of customer enquiry web form without any programming
• Easily add your web forms to a web page hosted at Business Catalyst 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 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
• Customize 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 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 (All-in-One solution only)
• 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