CRM 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 HeySmartGuy 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

Grow your customer database every time your customers enquire or interact with your website
Keep a history of all past customer inquiries
Allow customers to view their past enquiries via secure "member only" areas
Allow customers to keep their details updated via secure "member only" areas
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

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
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
Automatically subscribe customer to a Secure Zone upon submission of a web form
Easily add web form to any web page
Customize the landing page customers see after submitting an enquiry
Customize auto responder email sent to customers after they make an inquiry

A framework to create any type of content, e.g. job listings, real-estate listing, a car catalog etc using a point-and-click approach
Create any number of web apps (web applications)
Use various modules to easily publish web apps on your website, e.g. all web apps, latest web apps, random web app, web apps within a classification and so forth
Allow customers to search within any web app on your site. The system will generate a search form that matches the schema of your web app.
Allow customers to submit, edit and delete web app items via your website. Optionally you can be notified when they do.
Make any web app item secure
Easily share and syndicate any web app items using RSS
Allow customers to submit comments on any web app item
Report on web apps and drill down to see item usage
For faster management use Import feature to manage your entire web app catalog of items from a single Excel file

Allow customers to book into events
Automatically manage capacity
Use inbuilt follow-ups framework to remind attendees of upcoming events
Collect payments with bookings
Customize the landing page customers see after booking
Customize auto responder email sent to customers after they make a booking
Sophisticated customer report generator to allow to generate and save booking-related reports