Intelligent Referral Form

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A simple-to-use yet comprehensive referral control process begins with an intelligent referral form that can be customized to your organizational products, cross-sales process nomenclature, and other elements that provide an intuitive and familiar interface.

Key Business Functions & Features

• Customizable Referral Form, Fields, and Dropdowns

• Pre-Filled Referral Information from Client File or CRM

• Logical Referral Form Completion Driven By Product Need

• Choose Recipient or Use Auto-Routing Option

• Required Fields by Product Type / Situation / Division

• Auto-Flagging of Suspected Duplicate with Existing Item

• Auto-Replicate Referral to Multi-Product Areas

• Auto-email Alert to Recipient upon Submission

• User-defined Nomenclature to Suit Your Sales Process

• Customizable Menu and Dashboard Based on Division

• Simple To Learn and Use Web Style