Form Management
The Form Management feature in CRM systems provides companies with a tool to record, manage, and track customer requests.
This feature is used to collect customer information submitted through forms on websites or other digital platforms and transfer this data into the CRM system.
How Does Form Management Work?
mez eSoft automatically records the information of a visitor who fills out the contact form on your company’s website through your CRM system.
This allows your company to track and manage interactions with potential customers.
Store Your Data Digitally
Client Data Management with Form
Thanks to the integration features of CRM systems, the results of forms from various digital platforms can be transferred directly into the CRM system. For example, the results of forms used on advertising platforms such as Google Ads or Meta Business can be transferred into the CRM system along with customer information. This allows companies to monitor the effectiveness of their advertising campaigns and manage customer requests directly through the CRM.
As a result, the Form Management feature enables companies to effectively collect, manage, and track customer requests, while the integration features of CRM systems make it possible to easily gather and manage form data from different digital platforms. This allows companies to monitor the effectiveness of their advertising campaigns and manage customer requests directly through the CRM.
The Form and Client Management feature enables companies to effectively collect, manage, and track customer requests, while thanks to the integration features of CRM systems, form data from different digital platforms can be easily collected and managed. These forms are forwarded for review by consultants and provide information to consultants, including which platform and which service the form is associated with.
Take Advantage of the Exclusive
Features We Offer to Our Clients
mez eSoft CRM provides the most user-friendly panel, serving all industries with ease.
Form Management
Organize leads with form management and seamlessly transfer them to client records.
Client Management
Verify incoming data, assign roles, and manage client information efficiently.
Customer Support Management
Manage interactions with potential clients to improve satisfaction.
Role Management
Define permissions and access areas for each role with full flexibility.
Task Management
Assign tasks, set priorities and deadlines, and track progress with ease.
Reporting & Analytics
Detailed reports for campaigns, financial tracking, and company performance.
