Improve your capture to enrollment ability. Easily record potential client's information from email messaging to facilitate follow-up.

Work with your online customer service software to capture potential enrollments. CloudBB will record chat details between potential customers and your online live chat service. The chat details and contact information are input into CloudBB’s marketing system so you can gather more potential enrollments and engage with them.

Build the type of custom web enrollment form you need or integrate with your current website form builder to capture your web visitors to CloudBB. Simultaneously, generate multiple records automatically with information such as potential customers, enrollment, family, and family members as soon as they hit “submit” on your web form.

Track and engage with both new and returning visitors. Analyze their behavior and pages of interest. Follow up effectively and close more deals faster.

Score visitors and classify them as hot, warm, or cold based on your criteria. Make visitor scoring more targeted by bringing in elements like the current visiting page, country, source, landing page, duration, last visited time and other criteria based on behavior that defines the visitors who are most interested in your products and services.

Turn your website into a lead generation machine. Your visitors enrolled as your leads, you can view their visit summary and visitor score, focus on leads that deserve your attention.

Generate QR codes for every promotion channel of your campaigns. No additional investment in other apps is required.

Generate invitation QR codes for each staff member. Share their personal invitation code with friends, family members, or other contacts. At the end of campaigns, see how many interested parties were brought in by each staff member and how many new enrollments were acquired.

On the day of a webinar or open house, the attendees simply show staff their unique QR codes on a mobile device, scan it, and CloudBB will update with this up-to-date information.

Optimize the effectiveness of each campaign and channel by calculating real-time updated data including number sent, responses, conversion rate, total revenue, and actual cost. Define campaigns routing to ensure campaign effectiveness and identify which ones are most effective.

Real-time data updates of your campaign and each channel. Know your campaign’s progress and which channels are working most effectively. Base your next marketing decisions on campaign ROI analysis so you can enhance your marketing initiatives.

Boost your business and drive more deals by nurturing all the leads in your pipeline. Converting a lead into a potential buyer depends on your efficient nurturing. CloudBB ensures proper follow-up to nurture leads across the sales cycle.

Ensure data is clear and create validation rules to prevent duplicate records from being saved.

Dealing with a large number of leads every day makes it difficult to determine which ones to focus on. Scoring them lets you prioritize your sales leads to ensure faster conversions.

outing leads to the right staff.
Contact us to learn more about our CRM functionally.