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

Documentation

It takes only a few seconds to be installed and activated. Documentation is included.

If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply.

Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use “Web to Customer Registration” module in minutes.

Demo

View Demo

UserName : demo_wtc@demo.com

Password: 12345678

Note:

This module has not done any changes in existing Registration functionality of Perfex CRM. This module provides you facility to create and embed Registration form into the website.

Change Logs

Version 1.0.8

 - Stability Improved. 

Version 1.0.7

 - Compatible with Latest Perfex Version 3.4.* 

Version 1.0.6

 - Design issue fixed. 

Version 1.0.5

 - Loading smoothness improved.  - Compatible with Latest Perfex Version 3.3.* 

Version 1.0.4

 - Design Improvement. 

Version 1.0.3

 - Admin can apply Perfex GDPR in the form. 

Version 1.0.2

 - Extra fields added in form builder: Customer Group.   - Now you can add multiple files in the form. 

Version 1.0.1

 - Functionality improved. 

Version 1.0.0

 - Initial Release.