Client Relation Management and Web Form Builder

Built-in Client Relation Management & Web Form Builder

Many businesses struggle with cumbersome systems and too many emails. IOBI Platform's client relation management system is integrated with all of our web form, eCommerce, membership and content management features. This incredible functionality allows you to provide better service for your customers. And that is only the beginning. Our client relation management system allows you to capture and store any information you want on your client and run reports based on that information.

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Web Form Builder

From basic "Contact Us" forms to surveys, donations, registrations - Web Forms are a commonly used aspect of almost every online business. BC's drag and drop web form builder is easy to use, powerful, and fully customizable.

  • Choose your system fields. When filled out, these fields are seamlessly captured into BC's integrated CRM system against the customer's record.
  • Define custom fields. Every business is different, and web forms are no different. Custom fields are captured as part of a "Case" in the CRM for reporting.
  • Collect payments, subscriptions and more. Collect payments for services or donations, subscribe customers to email marketing lists, and give them access to secure zones.

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Create Cases & Opportunities

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.

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A Live Feed of Customers' Actions

BC gives your clients a central view of your customer 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 their customer behavior.

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Centrally Manage Cases, Orders and More

BC provides a centralized place for your clients to manage all their customer related activity. Managing customer contact details, past web form submissions, eCommerce orders, secure zone subscriptions, email subscriptions and more is all done from the BC application - simplifying workflows and saving time.

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Effortlessly Capture Leads

Every customer action - from web forms to online orders, forum posts to blog comments - is automatically captured in your client's CRM against a central customer record, keyed off their email address. This helps clients keep a central record of all their businesses customers, and makes sure that none of those leads are lost in the bottom of their inbox.

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Impress Customers With Workflows

Automate business processes and help your clients get back to their customers faster! Build multi-step workflows to notify your clients of new web form submissions or orders, then verify steps as they are completed, or remind and escalate to management if need be.

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Quickly Drill Down and Extract Data

Use our flexible report generator to create customer reports based on various criteria, such as cases submitted and the options they've selected on a particular web form, or amount they've spent in your online store. For example, our Customer Report Builder could easily extract all customers who spent over $100 in the Online Store.

Customer Comments

We switched over to the IOBI Platform last spring. Things have been ramping up from there. They are responsive when I need some fine tuning or a question answered. We just continue to find roles for them, as the work comes out the way you ordered it. – Ben Emery
"If you are looking for someone to take your technology and web-presence to the next level look no further. IOBI Systems is on the cutting edge of business. They are connected with thier clients, individual businesses and seek the latest tools, gadgets and efficiencies to elevate their presence, productivity and game. – Dave Todd
When it comes to IT, IOBI Systems is the place to go. They helped me a great deal with web marketing campaigns, and I've been most impressed by their expertise, reliability and willingness to help any time, all the time. I can't recommend them highly enough! – Fred Berns

Additional Resources