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Automatic customer registration


Money These features must be ordered separately.

Automatic addition of clients

Automatic customer registration

Automatic customer registration is a state-of-the-art feature of the program that will free your employees from extra work. If you have a large flow of customers, you might want to consider automatically registering customers in the database. This will allow you to free your employees from routine daily work. And if there are so many requests that now several people are engaged in this task, then you can also save on wages by reducing unnecessary staff.

You will also exclude possible errors in filling in a single customer base, which are associated with the human factor. And it should not be forgotten. The program is able to perform the necessary task strictly according to the prescribed algorithm. She does not know how to be lazy and cannot be inattentive at certain points in time.

Customer registration can be done from different sources, as the modern world uses different means of communication. You cannot leave only one means of communication for clients, because some clients may like other communication tools.

From what sources can customers be added automatically?

Email

Email

If people write emails to you, then a separate program is made that will check for new emails in certain email boxes.

The main problem in this case is spam. Spam is unsolicited advertising mail. If you don't filter out such spam emails, the database will be filled with unwanted email addresses. Therefore, only letters from senders known to the program can be automatically processed. And all letters from unknown senders are automatically transferred to the responsible person for manual review.

Telegram bot


Telegram bot

Important The advanced way is to create Money telegram bot that can respond to clients in chat mode. And of course, during the initial contact with the client, the robot enters his phone number into the contact database.

Corporate website


Corporate website

Most often, a special form or personal account is made on the company's corporate website. Customers can easily register on it. This method is the most convenient. In addition, he is protected from pampering. For this protection, captcha is used.

If the organization has gone even further, then it is not just a form for registering a client, but also a form for accepting an order online.

Online appointment

Important For example, an order for a healthcare organization starts with an online appointment. Find out how to do Money enrollment online .

Automatic addition of applications

Automatic addition of applications

In addition to registering the client in the database. You can also automatically register and requests from customers. You win, again, in that your employees do not spend their working time on filling out an application. Time is spent only by the customer.

And in order to quickly start the execution of an automatically registered order, a pop-up notification can be sent to the responsible employee.

Pop-up notifications

Important Learn more about Pop-up notifications in the program .

Automatic distribution of applications

Automatic distribution of applications

If people contact you, for example, by e-mail, it can be automatically parsed by a robot. Each letter is then sent to the responsible officer.

To determine the responsible person, the robot will check for an open task in the database for the client from which the request was received. If there are no open tasks, then the letter can be sent to the main worker, who will perform the manual distribution.

Or you can distribute letters in turn among the employees of the company.

Or you can search for the least busy employee at the current time. There are many algorithms. This functionality is made to order. Therefore, you can tell our programmers how it would be more convenient for you to work.

mailing program

mailing program

No need to neglect the automatic registration of clients. Because every client is a source of your income . If you do not add many clients to the program, then you will not have a huge amount of contact information.

Important Namely, contact details are used by modern organizations to carry out various mailings .

Newsletters are a way to notify customers about something new and interesting. It is after receiving notifications through mailing lists that customers can come and spend a lot of money with you. In business, everything is interconnected. If you don't mail out to a large number of your customers whose contact details you don't know, then you won't get an impressive additional income either.




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