biophase
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Hi,
I am looking for software that can do the following:
When a client books an activity from my site, they will often owe my some information before their booking is 100% complete.
Joe Shmoe books a safari with my company. I created an account for him on my website. I give him the login and password.
Let's say I need the following information from him:
Customer information
Airline information
Dietary requirements
Insurance
Rental gear
etc...
I want the customer to log in and fill out this information as it becomes available to him. All this info is needed at least 30 days before his trip.
I also want to log in and view a report on which customers have not completed their information and what is missing. I would like it to email me to tell me when a customer is incomplete.
Is this all doable with standard CRM software? Is their a name for this type of software out of the box?
I am looking for software that can do the following:
When a client books an activity from my site, they will often owe my some information before their booking is 100% complete.
Joe Shmoe books a safari with my company. I created an account for him on my website. I give him the login and password.
Let's say I need the following information from him:
Customer information
Airline information
Dietary requirements
Insurance
Rental gear
etc...
I want the customer to log in and fill out this information as it becomes available to him. All this info is needed at least 30 days before his trip.
I also want to log in and view a report on which customers have not completed their information and what is missing. I would like it to email me to tell me when a customer is incomplete.
Is this all doable with standard CRM software? Is their a name for this type of software out of the box?
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