Built-In, Simple CRM

The Simple CRM (Customer Relationship Management) system keeps records of your customer's interactions with your site.  This makes it easy to track customer website requests, and provides great marketing information.  Simple CRM is difference maker of this system – it's what makes your website a sales and marketing tool, as opposed to a pretty online brochure.

A Live Feed of Customers' Actions

You'll have a central dashboard view of your customer's activities. From ecommerce orders to email marketing responses, contact forms to forum and blog posts, it's all tracked to give you a complete view of customer behavior.

Centrally Manage Web Leads, Orders and More

When you upload a mailing list, or once a customer registers their email address anywhere on your site, a customer record is created for them. From there, you can manage their store orders, information requests, assign them access to password-protected areas of your site, and modify their email marketing subscriptions.  You'll also be able to track your web leads and create monthly reports, so you can see how many of your leads have turned into sales.

Build Custom Forms and Capture Leads

You can build your own custom web forms with a few clicks!  Every web form you build is auto-integrated into the CRM.  - when submitted, a case is created for follow up and your leads are captured safely in a customer database.  

Automate Your Process with Workflows

Automate your processes and get back to your customers fast!  Your site forms can be instructed to send you a text message or an email when submitted.  You can build multi-step workflows to notify you or your team of new web form submissions or orders, verify steps as they are completed, and remind and/or escalate to management if need be.

Mine Your Customer Data to Make Targeted Email Marketing Lists

Create a list of clients who have purchased more than $100 from your shopping cart, have signed up for one of your events, downloaded a coupon, have August birthdays, or have opened one of your past newsletters – it's up to you.  Create a email list from your report and target market your customers based on their individual information and behavior.

It's Simple CRM

Most CRM systems, like Salesforce.com, are bloated with all sorts of functionality that you'll never use, which makes them so complicated that you need classes to learn how to use them.  Our system only includes the functions that you'll really use, and that will make an immediate difference in your business.