APEX™: Database, CRM & Web Forms

Many businesses struggle with cumbersome database systems and too many emails. Social|Point offers simple CRM perfectly integrated with web forms, eCommerce, membership and content management features, enabling you to provide better service for your customers - all without coding or bulky configuration.

Web Form Builder: Drag & Drop it Like It's Hot

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

  • Choose your system fields. When filled out, these fields are seamlessly captured into an 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.

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.

Centrally Manage Cases, Orders and More

CRM provides a centralized place to manage all your 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 CRM application - simplifying workflows and saving time.

Effortlessly Capture Leads

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

Impress Customers With Workflows

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

Quickly Drill Down and Extract Data

Use a 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.

A Live Feed of Customers' Actions

CRM gives you 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 your customer behavior.