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CRM FAQ

Q: How many inquiry forms can I create?

You can create as many inquiry forms as you like, to use however you want :)

Q: How do I enable SMS notifications for my forms?

You can use the inbuilt Workflow framework to choose who you want notified each time a customer inquires and how you want them to be notified, e.g. via email, SMS or both. If you want SMS notifications you simply buy a suitable SMS pack.

Q: Can I customize the look and feel of my forms?

Sure you can. When you paste the HTML code for any of your web forms into your web pages, you can completely change the layout and use your own CSS to customize it to look however you like.

Q: Is there a limit on the size of my customer database?

No, there isn't :)

Q: Is there limit to the number of customer inquiries I can receive in any month?

Absolutely not.

Q: What happens if a customer submits the same inquiry form multiple times?

Each time a customer submits an inquiry form, HeySmartGuy creates a new case. Cases are linked to a single customer record. So you won't get duplicate contact records - just multiple cases.

Q: Where does HeySmartGuy save all the inquiries and customer details?

HeySmartGuy includes a fully fledged contact and case management solution. That sounds pretty crazy, but it's not - it just means that all customer details are saved in a contact database, alongside the web form submission details.


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