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Custom/Professional Add-On Services
Automated Work Flow
Sale Pipeline Automation - Traffic Light Colour Coding
Standard Workflow Automation Example
Auto Lead Allocation - Ideal for Sales Teams
Automated Allocation of Sales Leads
Pop Up Scripts - Ideal for Call Centres and Sales Teams
On Screen Pop Up Scripts
Auto Feed Web Forms into CRM
Auto Feed Web Form Enquiries into your CRM
Automate acknowledgement emails to people who make a website enquiry
Dashboard Notice Board Feature
How to Edit the Customised Notice Board
Electronic Signature Document Automation
Forward signed electronic documents into your CRM account.
e-Signature Documentation and EU Law
I have not received any emails for me to send back the e-signature documents – why?
Email Campaigns Linked to Web Forms
Send targeted email campaigns with integrated web forms via your CRM account