Lead Management at Your Fingertips
- Build any number of customer enquiry web forms without any programming
- Easily add your web forms to any page on 1Path
- Use custom workflows to trigger inquiry notifications via email
- Automatically schedule custom weekly lead reports
Integrated Customer Database
- Capture leads every time customers interact with your website
- Keep a history of all past customer inquiries
- See details of every action prospects take on your site
- Empower your sales team with detailed customer information
Lead Management Reporting
- Easy yet powerful customer reporting framework
- Filter on any system or custom field
- Save any report and run later
- Export any report to Microsoft Excel for further analysis
Web Form Builder
- Easy drag and drop lead form creation
- Simply drag and drop forms on any page
- Automatically send leads to salesforce.com
- Create custom rules to automate follow-up marketing
- Easy refer-a-friend and social bookmark
- Custom auto responder email send after inquiry
