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Acquire

New Office Check-In

Introducing New Office Check-In with Dedicated QR, Customer Ratings, and Visual Analytics.

Lead Forms

Features

Dedicated QR Code for Office Visits

New Customers
Connect with existing lead form to get all the required details for new customers that visits your office.
Existing Customers
Now your exisiting customers can check-in through QR code.

Counsellor can manage Office Check-Ins from Top Bar

  • View, Attend & Complete Office Visits
  • Post and View Comments
  • Open Customer Profile from Top Bar
  • Auto Assign leads to the Check-in Host

Customers can Rate their Office Visits

  • Automated email sent to customers when session is completed.
  • Customers can rate and leave comment through unique link.
  • View all ratings from customers in completed office check-ins.
  • Analyze team performance with quick analytics on ratings.

Office Visits Analytics

View office check in trends and critical analytics measuring team performance for a given period at a glance.

View all Office Check-Ins Logs in 1 place

  • Filter by Office or branch
  • Search logs by client name
  • Select date range

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