Overview

   Ease of Use

   Personalized Database

   Data Capture
       -   Web Forms
       -   Manual Entry
       -   Kiosk /Touch Screen
       -   Data Upload
       -   System Integration

  Communication Tools
      -    CRM
      -    Automatation
      -    Emails & Letters
      -    Broadcast Emails
      -    Video Emails
      -    Direct Mail

  Reporting
      -    Account Histories
      -    Data Downloads
      -    Demo. Reports
      -    Auto-Send Reporting
      -    Email Tracking

Personalized Database

One of the most important steps in setting up your UFollowUp account is to develop a database that captures exactly the types of information that you want.  This completely customized database can be developed in minutes with absolutely no technical or programming skills needed.  And as your database needs change, UFollowUp can easily grow and change with you.

Highlights of Personalized Databases:

  • Create an unlimited number of database questions
  • Decide which questions are required
  • Choose what format the question is displayed in, such as: Free Type Text, Checkbox, Drop Down Menu, and Radio Button
  • Place the questions in whatever order you want
  • Customize where questions appear, as UFollowUp provides several places where data can be captured, such as on Web Form(s), via Manual Entry or on a Kiosk/TouchScreen environment


Create/change desired database fields and decide where they are used

 


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