Web to Customer Registration Module For Perfex CRM

Note:This Add-on script is a Module for Perfex CRM

Brief Description

“ Web to Customer Registration ”, module for Perfex CRM allows administrators and staff to create dynamic web forms for customer registration directly from your website just like web to Lead in Perfex CRM. The forms support iFrames, enabling easy embedding on any website or direct linking for customer registration.

Key features of the module include:

• Multiple Registration Forms: Staff can create multiple registration forms for different sources of registration.
• 2FA Verification: The form supports two-factor authentication (2FA) for email and phone numbers via OTP (One-Time Password) to enhance security.
• Enhanced Client Registration: This module enhances the functionality of client registrations by providing embedded code facility.
• User-Friendly: The module is quick, easy to install, and user-friendly.

Added advantage:

• This module ensures efficient and secure customer registration, providing flexibility and ease of use for both administrators and staff members.
• Only allowed staff members and administrators can manage this module.
• Easy to create from by Drag and Drop fields.
• Embed the form via iFrame to your website to get clients registered from your website.
• Display Terms & conditions and Privacy Policy information in the Form, if GDPR is Enabled in Perfex CRM and Set Enabled “Enable Terms & Conditions for registration and customers portal”.

Preview:

Web to Customer Registration Form
<img src=”http://si1.sejalinfotech.com/perfex_images/si_client_register/video_gif.gif”…