whY-us? Marketing - Website Quote Request

Explore who by whY-us?

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Every business is different. To help you and us, please complete this short form to tell us about your business, and we'll recommend the most suitable features, answer your questions and help you decide whether Who is the right fit for your business.

Which industry best describes your business?

Please describe your industry, service or products that you deliver

What are the main reasons you are looking for a CRM or Client Portal system?

Select all that apply

Better organisation

Reduce administration time

Improve customer service

Automate repetitive tasks

Centralise company / contact and related information

Improve team collaboration

Replace spreadsheets

Provide customers with online access to information

Support business growth

Be more professional

Secure data

Provide accountability

Send update and marketing emails quicker

Other

Please detail additional reasons

Would you like to send Marketing campaigns e-shots from your system?

Yes

No

Maybe

Approximately how many people (users) will need access to the system?

How many Users approximately

Do you currently use a CRM system?

Which system do you use?

Do you have existing customer or business data that will need importing?

Would you like your customers to have their own secure online portal 24/7 access?

What would you like your customers to be able to do within the portal?

Select all that apply

View documents

Upload files

E-Sign documents

Raise support requests

Track projects

Approve quotations

View invoices

Make payments

Complete forms (can also be embedded in websites)

Book appointments

Access training/resources

Other

Please detail additional reasons for portal access

Would you like the portal to be branded with your own logo and colours?

Which email delivery service do you use?

Which other email provider do you use?

Would you like your employees to access a HR portal?

What are the main reasons you are looking for a HR Employee portal?

Select all that apply

Employment contracts and e-signatures

Holiday requests and staff forms

Employee documents and company policies

Uniform, equipment and asset tracking

Staff communications and announcements

Training records and compliance

Employee onboarding and induction

Reduce spreadsheets

Provide 24/7 information access

Be more professional

Secure data

When are you looking to launch your CRM / Portal system?

Detail any information you would like to share

e.g. about your project

First Name*

Last Name*

Primary Email*

Company Name

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