We had an ongoing problem with handling work inquiries coming mostly from our own website. We would either lose track of them because they would just drift down into the depths of our inboxes, and we would often forget to follow up on deals we didn’t receive a reply on.
We figured all this trouble can be solved — at least to a point — with an app that would have the following basic feature set:
a simple form for capturing leads, similar to a contact form many sites have,
a centralized place that would allow us to process these leads, that was not in our email inboxes, potentially lost or forgotten about among other email,
a way to communicate with our customers through the app, as well as through standard email,
ability to put together and send professional proposals as we couldn't be bothered to create PDFs each and every time someone wanted an estimate,
an address book that consisted of profiles of people that contacted us, but one that we could add to manually as well.
See who has viewed your emails, proposal and quotations.
About Wufoo
Wufoo is an easy way to create and manage HTML forms.
When users design a form with Wufoo, it automatically builds the database, backend and scripts needed to make collecting and understanding their data easy, fast and fun.
It offers design templates to match brand identity and allows incorporating collection of payments. Users can create forms by dragging and dropping a selection from a group of predefined field types. Field types can include text, numbers, drop downs, selection boxes and more.
About Relenta CRM
Email and CRM. Together at last.
Email is the lifeblood of your business communication. Yet it fails where it matters most: talking to customers. The current process is messy, fragmented and clunky. Different employees respond to different customers with different answers. The system is broken.
At best, your customers get confused. At worst, you lose them altogether. This is what happens when email and CRM exist as separate apps.
Your customers deserve better. So we redesigned email with customer experience in mind. We created the world’s first email-based CRM.
Relenta boiled the complexity of multiple emails into a simple and elegant CRM workspace that will revolutionize the way your team engages your customers.
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Features
API
Data Export
Data Import
External Integrations
Multi-User
Notifications
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Summary
Contact form creation and editing without technical knowledge
Deal Tracking
Business address book (lightweight CRM)
Proposal creation and delivery via email
Gmail integration
See who viewed your Emails, Proposal and Quotations
Summary
Intuitive Drag 'n Drop: Wufoo's Form Builder provides the tools for anyone to easily drag and drop to make a form in just a few short minutes.
Look Customization: Their Theme Designer can help create themes to match every organization's identity and apply them to their payment forms, reports and invoices.
Easy to Embed: It provides a number of copy-and-paste code snippets to help embed any form into user's web site, blog post, email newsletter or Facebook page.
Logic & Branching: Their Rule Builder was designed to make adding and understanding the logic users want to apply to the forms as easy as creating sentences.
Instant Notifications: They can be sent to emails, text messages or even a secure RSS feed to keep users updated on the money rolling in the door.
Keeping Data Clean: Wufoo automatically builds the database and validation scripts needed to make sure the data being collected will be nice and tidy.
Does this service offer guides, tutorials and or customer support?
Yes
* Updated Helpdesk with FAQs, guides and videos
* Friendly Chat Support
* Facebook Group for better Feature Request
* Email Support
* Phone Support
What are some applications this service is commonly used in tandem with?
Fully Integrated with Gmail and G suite.
You can easily embed code on your website within minutes
Does this service offer multi-user capability (e.g. teams)?
Yes
* Multi User
* Multi Company
* Multi Pipelines
Does this service integrate with any other apps?
Fully Integrated with Gmail and G suite.
What platforms does this service support?
Funnel is a Web based product with a fully responsive design so you can manage it on the go.
Dedicated Apps are coming soon for:
* Apple Devices (iPhone, iPads and Macbooks)
* Android Devices
* Chrome Extensions
* Gmail Extensions
and more
Who are the main user groups of this service?
Business Owners and Sales Teams including:
* Freelancers
* Small businesses
* Mid Sized businesses
* Startups
* Agencies
* Anyone who uses internet/emails to communicate with their customers
Funnel can be used for any type of Industry like:
- Digital Agencies
- Freelancers of any service
- Software Houses
- Designers
- Photographers
- Personal Trainers
- Online Stores
- Bloggers
and much more
FAQs
Who are the main user groups of this service?
Users of Wufoo are individuals and organizations that need to create various online forms.
What is this service generally used for?
Wufoo is used as online form builder.
What platforms does this service support?
Wufoo is a forms designer in the cloud. Currently, they support all the major browsers, Firefox, Chrome, Safari and Internet Explorer 7 and above.
Does this service integrate with any other apps?
It integrates with various CMS apps; Blogging apps; Website Builders; Social Network
Media sharing sites etc.
Does this service offer an API?
There is Wufoo REST API V3 available.
Does this service offer guides, tutorials and or customer support?
Wufoo offers help center, documentation, FAQs, and video tour.
FAQs
Who are the main user groups of this service?
Small businesses
Does this service integrate with any other apps?
Relenta integrates with 500+ apps via Zapier
Does this service offer multi-user capability (e.g. teams)?
Yes
Does this service offer an API?
Yes
What is this service generally used for?
Shared email, contact and task management
What platforms does this service support?
Browser-based, including mobile app
Does this service offer guides, tutorials and or customer support?
Yes
What are some applications this service is commonly used in tandem with?