Haiku O.B. | CRM

Many businesses struggle with cumbersome systems and too many emails. It's easy to lose track of important customer requests and keep records up to date and in sync. Our simple CRM is built in and integrated with all of Haiku Online Business' features, enabling you to provide better service for your customers, without any extra effort or coding.

Centrally Manage Cases, Orders and More

Once a customer registers their email address anywhere on your site, a customer record is created for them. From there, you can give them access to secure member areas, manage their store orders, modify their email marketing subscriptions and so much more.

A Live Feed of Customers' Actions

Haiku O.B. gives you a central view of your customer activities. From eCommerce orders to blog comments, forum posts to contact forums, member zone activity to email marketing; it's all tracked to give you a complete view of customer behaviour.

Build Custom Forms and Capture Leads

You can build your own custom web forms with a few clicks! Every web form you build is integrated into the CRM - when submitted, a Case is created for follow up and your leads are captured safely in a customer database.

Impress Customers With Workflows

Automate your processes and Get back to your customers fast! We can build multi-step workflows that notify your team of new web form submissions or orders, verify steps as they are completed, and remind and escalate to management if need be.