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From basic "Contact Us" forms to surveys, donations, registrations - Web Forms are a commonly used aspect of almost every online business. Pivo's drag and drop web form builder is easy to use, powerful, and fully customizable.
Web forms can be configured to create cases in the CRM to
help manage inquiries, and to create "Sales Opportunities" to help you
manage your sales pipeline progression.
Pivo gives you a central view of your customer's activities. From Online Store orders to blog comments, forum posts to
contact forms, member activity to email marketing, it's all tracked and
listed to give a complete view of your customer's behavior.
Pivo provides a centralized place for you to manage
all your customer related activity. Managing customer contact details,
past web form submissions, E-commerce orders, secure zone subscriptions,
email subscriptions and more is all done from the Pivo application -
simplifying workflows and saving time.
Every customer action - from web forms to online orders,
forum posts to blog comments - is automatically captured in your CRM against a central customer record, based on the email
address. This helps you keep a central record of all
businesses customers, and makes sure that none of those leads are lost
in the bottom of an inbox.
Automate business processes to help remind yourself to get back to your customers faster! Build multi-step workflows to notify you of new web form submissions or orders, then verify steps as they
are completed, or remind and escalate to management if need be.
Filter the highest value leads and customers by identifying a percentage based on the activities performed. You'll know who's who within your database and where to spend your time and energy delivering the right message to the right segment of your database.
Use our flexible report generator to create customer reports based on various criteria, such as cases submitted, options selected on a particular web form, or amount spent in your online store. For example, our Customer Report Builder could easily extract all customers who spent over $100 in the Online Store for an email marketing promotion.