xRM.WebForm
Simple Dynamics® CRM web form with intelligent features
Get the xRM.WebForm and the power of Entities Form straight into your Dynamics CRM
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Capture Leads and other CRM Entities with real-time data
xRM WebFrom simplifies the process of capturing visitor information into your Dynamics CRM. XRM.WebForm supports Leads, Contacts, Cases and any other CRM Entity modules. Every customer interaction is now automatically captured in your Dynamics CRM.
- Capture data from Your web site straight into Your CRM and track each activity
- Receive automatic Email notifications as soon as a web visitor has submitted the WebForm
- WebForm’s functionality is now brought into a CRM Entity. Create infinite number of custom WebForms in a simple way. Now you can reuse CRM fields into a powerful custom xRM.WebForm
- Build, collect, track, analyze and export your WebForm data
Design & Quick Customizations
- Create custom WebForms and reuse any number of fields in brilliant ways. Generate a list of records for users to collect web intelligence data about the Visitor, i.e.: list of products or services
- Customize the Entity fields with WebForm builder, use iFrame and Bootstrap HTML, preview each time you update your CRM WebForm
- Brand your WebForm and customize the general look of the WebForm before publishing on your website, by using CSS framework and Javascript files to easily get the look&feel of your business website
- Choose different field types including text box, radio button, check box, drop down etc. and automatically validate each field with the WebForm business logic
- Protect your WebForm from spam, Turn captcha on/off
Engage with your Audience
- Redirect users after submitting web form, automatically or manually to a preferred Call-To-Action
- Receive automatic emails as soon as a web visitor has submitted the form
- Automate workflow processes and get back to customers faster
- Build multi-step workflows, track each activity on the WebForm and get notified each time