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Development of a cloud based CRM system.
Capture leads from web forms, bulk upload or even by text message! Supports iFrame, form post or XML API integration. (Get customised code in 1 click!).
Qualify & categorise leads based on the customer's details or postcode.
Distribute to individual users or groups of users based on qualification of lead, or let users 'pick' leads.
Track progress by updating the lead's status and adding notes.
Assign a lead to another user or group.
Create reports on lead progress, user productivity, cost, revenue and more.
'Plug in' framework to add extra functionality.
Partner portal to refer leads, see reports & view statements.
Receive leads from partners by iFrame, form post, XML API or by importing leads in bulk.
Integration with popular lead providers.
Pay partners on acceptance of lead, on qualification, or when a sale is made.
Generate code for partners to add customisable forms to their websites.
Partner portal to search referred leads, update a lead's progress, see reports & view statements.
Online sign up allows new partners to select the types of leads they want to buy, target by postcode and add funds to their account.
Bill partners on acceptance of lead, on qualification, or when a sale is made.
Deliver by email, hot-key transfer or internet delivery based on day/time and other rules. Confirm the lead by email and text message to the partner.
Handle returns based on your own refund policy.
Multiple delivery support. Refer a single lead to multiple partners.
Pause by text message option lets your partners pause lead delivery whilst out of the office.
Set appointments for partners and confirm to the customer and partner(s) by email.
Automate follow-up with a single click! Instantly schedule sequences of re-contact reminders, personalised emails, letters and text messages.
Trigger actions on events, for example send an email and assign to another user when the lead converts.
Workflow & Forms help you to manage processes.
Send emails & text messages from templates, instantly populated with the customer's details. Attach documents to emails easily.
Send letters from templates. The mail queue means letters can be printed off and mailed centrally.
Receive reply emails & text messages directly into the system automatically attached to the related lead.
Set tasks to yourself, other users or groups of users.
View tasks in order of priority. Red for overdue, amber for due soon and green for future tasks.
Review lead activity in time order. See at a glance what was said, by whom and when.
Send bulk marketing messages through email, text message or letter.
Drip sending of multi-channel marketing messages over time.
Track email results including bounces, opens, clicks, replies and unsubscribes.
Email & text message replies are automatically allocated to leads ready for follow up.
Spam feedback tells you how many of your email recipients are reporting your email as spam.
High delivery rates through our relationships with major email providers, email best practices and high grade text messaging routes.
Cloud hosted (software as a service), perfect for businesses with multiple sites, homeworkers or field sales.
Fully rebrandable for deployment to your business partners as your own service.
Run from your domain such as 'admin.example.com'.
Also product must be capable of supporting mutliple users from multiple companies who each have their own secure database of customers.