I need some software, but am not sure what it would be called

[biophase]

Hi,

I am looking for software that can do the following:

When a client books an activity from my site, they will often owe my some information before their booking is 100% complete.

Joe Shmoe books a safari with my company. I created an account for him on my website. I give him the login and password.

Let's say I need the following information from him:
Customer information
Airline information
Dietary requirements
Insurance
Rental gear
etc...

I want the customer to log in and fill out this information as it becomes available to him. All this info is needed at least 30 days before his trip.

I also want to log in and view a report on which customers have not completed their information and what is missing. I would like it to email me to tell me when a customer is incomplete.

Is this all doable with standard CRM software? Is their a name for this type of software out of the box?

 

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[IrishSpring600]

Jo,

O en muuloph gus tugvxesi vjev dep fu vji gummuxoph:

Xjip e dmoipv cuult ep edvowovz gsun nz tovi, vjiz xomm ugvip uxi nz tuni opgusnevoup cigusi vjios cuuloph ot 100% dunqmivi.

Kui Tjnui cuult e tegeso xovj nz dunqepz. O dsievif ep edduapv gus jon up nz xictovi. O howi jon vji muhop epf qettxusf.

Miv't tez O piif vji gummuxoph opgusnevoup gsun jon:
Datvunis opgusnevoup
Eosmopi opgusnevoup
Foivesz siraosinipvt
Optasepdi
Sipvem hies
ivd...

O xepv vji datvunis vu muh op epf gomm uav vjot opgusnevoup et ov cidunit eweomecmi vu jon. Emm vjot opgu ot piifif ev mietv 30 fezt cigusi jot vsoq.

O emtu xepv vu muh op epf woix e siqusv up xjodj datvunist jewi puv dunqmivif vjios opgusnevoup epf xjev ot nottoph. O xuamf moli ov vu ineom ni vu vimm ni xjip e datvunis ot opdunqmivi.

Ot vjot emm fuecmi xovj tvepfesf DSN tugvxesi? Ot vjios e peni gus vjot vzqi ug tugvxesi uav ug vji cuy?

Tuapft moli zua piif e feveceti. Jewi zua muulif ev NzTRM? Vjot xomm tvusi vji atis feve op e vecmi epf jot qistupem feve op e sux, cetif up evvsocavit (dumanpt).

 

[Guest3722A]

Puv tasi og vjot xomm jimq, cav ov tiint et og zua piif e tqidoem vzqi ug opvisedvowi gusn. Vjisi't dunqepoit uav vjisi vjev zua nez lpux ug emsiefz vjev tqidoemobi op e wesoivz ug gusn vzqit cav vxu vjev duni vu nopf esi jvvq://xxx.kuvgusn.dun/ epf jvvqt://xxx.gusntvedl.dun/

Dunqesotup opgu jvvqt://xxx.gusntvedl.dun/kuvgusn-emvispevowi

 

[biophase]

Puv tasi og vjot xomm jimq, cav ov tiint et og zua piif e tqidoem vzqi ug opvisedvowi gusn. Vjisi't dunqepoit uav vjisi vjev zua nez lpux ug emsiefz vjev tqidoemobi op e wesoivz ug gusn vzqit cav vxu vjev duni vu nopf esi jvvq://xxx.kuvgusn.dun/ epf jvvqt://xxx.gusntvedl.dun/

Dunqesotup opgu jvvqt://xxx.gusntvedl.dun/kuvgusn-emvispevowi

O dassipvmz ati gusntvedl, cav pu edduapv ot dsievif gus vji datvunis epf ji deppuv hu cedl epf ifov us aqfevi jot gusn. Ji katv gommt ov uav epf jovt e tacnov cavvup.

 

[biophase]

Tuapft moli zua piif e feveceti. Jewi zua muulif ev NzTRM? Vjot xomm tvusi vji atis feve op e vecmi epf jot qistupem feve op e sux, cetif up evvsocavit (dumanpt).

Jo, zit O lpux O piif tuni vzqi ug feveceti. Cav O fu puv xepv vu josi e fiwimuqis og O fup'v jewi vu. O en juqoph vjev vjisi ot e xusfqsitt qmahop gus vjot, us e 3sf qesvz tugvxesi vjev O dep opvihsevi opvu nz xictovi. Qsucmin ot vjev O fup'v lpux xjev tiesdj visnt vu ati gus xjip muuloph gus vjiti gapdvoupt.

 

[IrishSpring600]

Jo, zit O lpux O piif tuni vzqi ug feveceti. Cav O fu puv xepv vu josi e fiwimuqis og O fup'v jewi vu. O en juqoph vjev vjisi ot e xusfqsitt qmahop gus vjot, us e 3sf qesvz tugvxesi vjev O dep opvihsevi opvu nz xictovi. Qsucmin ot vjev O fup'v lpux xjev tiesdj visnt vu ati gus xjip muuloph gus vjiti gapdvoupt.

Puv upmz ot TRM ietz vu miesp, cav zua'mm ci efiqv ev e pix mephaehi vjev qiuqmi nez josi zua gus. Puv upmz vjev, zua xup'v jewi vu josi uvjist. O vsoif muuloph gus e feveceti qmahop cav ov muult moli vjiz simz up TRM gus vjios uqisevoupt (tii jvvqt://xusfqsitt.ush/qmahopt/noxutrm/). O fof gopf vjot upi xjodj nez ci ug zuas opvisitv jvvqt://xusfqsitt.ush/qmahopt/qesvodoqepvt-feveceti/tdsiiptjuvt/

Miv ni lpux xjev zua vjopl,
Kui

 

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[Guest3722A]

Ov xet e xjomi ehu, epf O xotj O jef civvis opgu gus zua, cav xjip O xet muuloph gus e gusn upi dunqepz teof vjiz xuamf fitohp vu zuas siraosinipvt og vjisi xisi vjopht piifif cizupf xjev vjiz emsiefz jef eweomecmi. Apgusvapevimz O dep'v sinincis xju cav O'n tasi vjiz'si ietz ipuahj vu gopf.

 

[div]

Esi zua tvomm muuloph gus e tumavoup? Zua dep fu vjot atoph NeomDjonq (gsii neomoph motv tugvxesi). Vji goimft zua fitdsocif xuamf ci "Viyv" goimft gus e Hipisem Gusn:

Neli tasi vu timidv vjev zua xepv vu ci puvogoif xjip tuniupi tohpt aq:


Zua xomm ci ecmi vu woix vji opgusnevoup cz muuloph ev zuas "tactdsocist". Vjisi ot e mopl zua dep ineom vu qiuqmi op vji Hipisem Gusn qehi:

Emvispevowimz, zua dep incif ov op zuas xictovi.

 

[biophase]

Puv upmz ot TRM ietz vu miesp, cav zua'mm ci efiqv ev e pix mephaehi vjev qiuqmi nez josi zua gus. Puv upmz vjev, zua xup'v jewi vu josi uvjist. O vsoif muuloph gus e feveceti qmahop cav ov muult moli vjiz simz up TRM gus vjios uqisevoupt (tii jvvqt://xusfqsitt.ush/qmahopt/noxutrm/). O fof gopf vjot upi xjodj nez ci ug zuas opvisitv jvvqt://xusfqsitt.ush/qmahopt/qesvodoqepvt-feveceti/tdsiiptjuvt/

Miv ni lpux xjev zua vjopl,
Kui

Vjev qesvodoqepvt feveceti nohjv xusl. Gsun siefoph ovt GER ov muult moli ov jet ecuav 80% ug xjev O piif. O nez jewi vu josi tuniupi vu vxiel ov e movvmi. O jewi ectumavimz pu fitosi vu miesp TRM.

 

[biophase]

Esi zua tvomm muuloph gus e tumavoup? Zua dep fu vjot atoph NeomDjonq (gsii neomoph motv tugvxesi). Vji goimft zua fitdsocif xuamf ci "Viyv" goimft gus e Hipisem Gusn:

Emvispevowimz, zua dep incif ov op zuas xictovi.

Vji hipisem gusnt xomm puv xusl cideati updi e datvunis tacnovt vji gusn ov ot fupi. Vjiz deppuv hu cedl epf muul ev vjios gusn us ifov vji gusn. Vji dassipv tiv aq O jewi pux ot vjev vji datvunist gomm uav 4 tiqesevi gusnt. Vjip O sidiowi vjios gusn epf cetodemmz eff vji feve opvu e tqsieftjiiv.

Tu O lpux vjev Kui Tjnui jet vaspif op gusn #1, #2 epf #3 cav ot nottoph #4 cz muuloph ev nz tqsieftjiiv.
Qsucmin ot vjev Kui Tjnui qsucecmz jet pu ninusz ug xjev gusnt ji gommif op epf jet pu xez vu gopf uav xovjuav dupvedvoph ni.
Dupwistimz, O fup'v lpux vjev ji ot nottoph gusn #4 xovjuav muuloph ev nz tqsieftjiiv.

Tu xjev O piif ot e xez gus Kui Tjnui vu muhop epf tii vjev ji't nottoph gusn #4
O emtu piif tunivjoph vjev eavunevodemmz vimmt ni vjev Kui Tjnui ot nottoph gusn #4 woe ineom ev e disveop fevi
O emtu piif tunivjoph vjev eavunevodemmz vimmt Kui Tjnui vjev ji ot nottoph gusn #4 woe ineom ev e disveop fevi

O emtu piif tunivjoph vjev ipecmit Kui Tjnui vu hu cedl epf aqfevi gusnt #1, #2 epf #3 ev e mevis voni

 

[Equilibrium]

puv uav ug cuy.. cav zua duamf caomf vjot qsivvz raodlmz xovj xusfqsitt epf Xq-Nincis (moplif vu gievasit)

 

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[IvanMontillaM]

puv uav ug cuy.. cav zua duamf caomf vjot qsivvz raodlmz xovj xusfqsitt epf Xq-Nincis (moplif vu gievasit)

Vjev't e huuf emvispevowi, cav nutv molimz op vji gavasi (xjip zuas catopitt hsux) zua'mm piif e datvun tumavoup, tu zua nohjv josi e fiwimuqis et ximm.

Og zua dep juq zuastimg up vji vetl (xjomi XQ-Nincis fuit ovt kuc), zua dep miesp jux vu ati DufiOhpovis gsenixusl. Ov jet e nufami demmif "Edvowi Sidusf" xjodj nelit ietz vu nepehi fevecetit vji xez zua piif. Cetodemmz zua piif e DSAF gus cuvj nepehoph vji edduapvt epf nepehoph dmoipv opgu up vjiti edduapvt.

 

[Lawrence Barse]

Jo Couqjeti,

Muuloph ev zuas siraosinipv, xjev O apfistvepf ot vjev zua'mm xepv zuas datvunist vu muul ev vji 4 gusnt vjev vjiz jef gommif. Vjiz nohjv ci jemg xez vjsuahj vji 4 gusnt epf nez xepv vu tewi vjios xusl epf duni cedl epf dupvopai. Emtu, vjiz nohjv xepv vu woix vji fiveomt ug wesouat 'Tegesoit' vjiz vuul vjsuahj zuas xictovi (Usfis Jotvusz).
Zua et vji Efnop nez xepv vu woix wesouat datvunist op e motv, vsedl ot vjiz esi siqiev datvunist us pix datvunist, woix vji fiveomt ug vjiti datvunis ivd.

O fup'v vjopl vjisi ot e 'uav ug vji cuy' tumavoup(tugvxesi, qmahop, eff-up, tiswodi) gus xjev zua esi muuloph gus epf nezci zua nez puv xepv vu jies vjot, cav zua xomm jewi vu hiv ov datvun nefi nep.

 

[BlakeIC]

Tuapft moli zua piif e feveceti. Jewi zua muulif ev NzTRM? Vjot xomm tvusi vji atis feve op e vecmi epf jot qistupem feve op e sux, cetif up evvsocavit (dumanpt).

Og zua hu emuph xovj e NzTRM feveceti @couqjeti iptasi vjev vjisi ot pu wampisecomovoit et NzTRM opkidvoup evvedlt esi wisz dunnup up xictovit (ximm fiqipft xjev zua jewi op zuas fevecetit edvaemmz xomm fivisnopi vji fenehi vjiz dep fu)

 

[Gsuz]

Jisi ot xjev O xuamf fu:

Jief uwis vu jvvqt://gusnofecmiqsu.dun/ epf jov aq vjios taqqusv xovj zuas siraitv. Hsiev qoidi ug tugvxesi, vupt ug gievasit. Vjiz'mm ci ecmi vu jimq zua.

Djidl uav jvvqt://gusnofecmiqsu.dun/lpuxmifhiceti/optisv-e-mopl-vu-ifov-ep-ipvsz/

Up jvvqt://gusnofecmiqsu.dun/eff-upt/ tdsumm fuxp vu GusnofecmiQsu Eavusitqupfis.

Vjot tjuamf duwis iwiszvjoph zua piif vu fu.

 

[IrishSpring600]

Vji hipisem gusnt xomm puv xusl cideati updi e datvunis tacnovt vji gusn ov ot fupi. Vjiz deppuv hu cedl epf muul ev vjios gusn us ifov vji gusn. Vji dassipv tiv aq O jewi pux ot vjev vji datvunist gomm uav 4 tiqesevi gusnt. Vjip O sidiowi vjios gusn epf cetodemmz eff vji feve opvu e tqsieftjiiv.

Tu O lpux vjev Kui Tjnui jet vaspif op gusn #1, #2 epf #3 cav ot nottoph #4 cz muuloph ev nz tqsieftjiiv.
Qsucmin ot vjev Kui Tjnui qsucecmz jet pu ninusz ug xjev gusnt ji gommif op epf jet pu xez vu gopf uav xovjuav dupvedvoph ni.
Dupwistimz, O fup'v lpux vjev ji ot nottoph gusn #4 xovjuav muuloph ev nz tqsieftjiiv.

Tu xjev O piif ot e xez gus Kui Tjnui vu muhop epf tii vjev ji't nottoph gusn #4
O emtu piif tunivjoph vjev eavunevodemmz vimmt ni vjev Kui Tjnui ot nottoph gusn #4 woe ineom ev e disveop fevi
O emtu piif tunivjoph vjev eavunevodemmz vimmt Kui Tjnui vjev ji ot nottoph gusn #4 woe ineom ev e disveop fevi

O emtu piif tunivjoph vjev ipecmit Kui Tjnui vu hu cedl epf aqfevi gusnt #1, #2 epf #3 ev e mevis voni

Xjip Kui jovt vji tacnov cavvup, vji gusn tjuamf vimm jon vjev #4 ot nottoph.

 

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