Form Management
The Form Management feature in CRM systems provides companies with a tool to record, manage and track customer inquiries. This feature is used to collect customer information that comes in through forms on websites or other digital platforms and import this information into the CRM system.
Form Management
mez eSoft automatically records the information of a visitor who fills out the contact form on your company’s website through the CRM system. This allows your company to monitor and manage its interaction with potential customers.
Client Form Management
In addition, thanks to the integration features of CRM systems, the results of forms on various digital platforms can be transferred directly to the CRM system. For example, the results of forms used on advertising platforms such as Google Ads or Meta Business can be transferred to the CRM system along with customer information. This allows companies to monitor the effectiveness of advertising campaigns and manage customer requests directly through the CRM.
As a result, the Form and Client Management feature allows companies to effectively collect, manage and track customer requests, while the integration features of CRM systems make it easy to collect and manage data from forms on different digital platforms.
In addition, thanks to mez eSoft CRM integration features, the results of forms on various digital platforms can be transferred directly to the CRM system. For example, the results of forms used on advertising platforms such as Google Ads or Meta Business can be transferred to the CRM system along with customer information. This allows companies to monitor the effectiveness of their advertising campaigns and manage customer requests directly through CRM.
The Forms and Client Management feature allows companies to effectively collect, manage and track client requests, while the integration features of CRM systems make it easy to collect and manage data from forms across different digital platforms. These forms are sent for review by clients, and the forms provide information to advisors, including which platform and which service they are associated with.
with mez eSoft CRM
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Features We Offer to Our Customers
mez eSoft CRM system has the most useful panel serving the entire industry.
Form Management
Ensuring that the lead data received through form management is transferred and displayed at the client management.
Client Management
In client management, incoming client information is verified, distributed to roles and gets organised.
Customer Management
Managing interactions with potential customers and maintaining one-to-one contact with them
Role Management
With role management, selecting the fields that each user can view and providing role-specific task definitions.
Task Management
With task management, defining user-specific tasks, determining and tracking their duration and task priority given.
Reporting and Analysis
Follow-up of campaigns, follow-up of financial income and expenses, company analysis.
