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Web Forms

Save on double entry, get back to leads faster and win more business.

Automate your sales process.

Now you can have your web generated leads sent directly to your CRM. Nearly every company has a website, but very few have an easy way to respond to visitors questions and enquiries. Most contact forms simply send out an email, which is then not tracked and needs to be manually loaded to CRM.

MYOB CRM captures forms directly from your website and turns them into sales leads, product enquiries, opportunities, to-do items – anything. Customers who take the time to fill out your online forms are serious – don’t let them get away.

Information submitted by a webform will be easily dropped into MYOB CRM – automatically, immediately and with no manual handling.

How it works

  1. The user completes a form on your website.
  2. When they press the “Submit” button, the information is sent to the CRM automatically.
  3. The data is stored in the CRM database. This can trigger a sequence of business rules (workflow) to automate follow up tasks, such as emails and reminders.

The data is available, immediately and automatically, to users of the CRM system.

Webforms That Anyone Can Create

Automate leads to be imported from websites directly into MYOB CRM.

Simple to Create

Reduce the need for technical skills in creating web forms

Create a webform utilising fields and values from the leads module in CRM. Turn ideas into action without needing to call out the tech team.

Multi Use Forms

Use forms for lead generation, support tickets and general contact.

All at your fingertips, easily and quickly create forms for lead generation, affiliate marketing, support and general contact. Link your forms to campaigns or website channels and that info will automatically drop into CRM.

Save Data Entry

Reduce the over head and data entry at the same time.

Leads, contacts, support requests - all automatically drop into MYOB CRM. Set up an alert so that the team members that need to know a form has been submitted, receive instant notification.

Website and Ecommerce

Connect and sell to customers through your branded and ecommerce websites

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Campaign Monitor Integration

Develop, deliver and track targeted email campaigns with the results updated automatically in CRM.

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Mailchimp Integration

Send and track campaigns against customers in CRM.

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Webforms

Website forms automatically drop leads into CRM as an opportunity

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Insta-Buy Webforms

Buy now links you can email, text or embed on any website.

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Free Customer Portal

Customers can view service tickets, buy products, download or pay quotes & invoices.

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WooCommerce

Syncs product data from CRM to WooCommerce, saves double-entry data.

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