CRM Innovation -Web to Lead - Web2CRM

Microsoft Dynamics CRM - codeless solutions and functional enhancements

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Web2CRM™ Registration

You are only a step away, register and start creating your own web forms for your CRM system today.

Start your 7 day free trial today!

Main Features

• No code on your CRM system is required
• WYSIWYG form designer - Form designer is Silverlight based
• Easy to use
• No programming knowledge required
• Full drag and drop support
• Data validation
• Unlimited number of Web forms for any CRM entity
• Best practice form layout styles available
• Can easily be incorporated into existing web application or site

Testimonial

"I like this tool and I recommend it. It costs $495 and there’s a 7-day free trial as I mentioned. Of course, if Microsoft comes out with its own version of this functionality that might complicate things, but it’s good to have options, right? Anyway, if you are the kind of person who needs this functionality, it would probably cost you more than $495 of some developers’ time to implement it anyway!" Richard Knudson's Dynamics CRM Trick Bag

Web2CRM is the 5th top rated application on Microsoft Pinpoint

Web2CRM Website Form Builder

Build a website form
in less than 10 minutes!

Stop Cutting and Pasting from Emails into CRM

No Programming Required!

Web2CRM™ allows Microsoft Dynamics CRM 4.0 customers to integrate form submission from your website into data records in your CRM system.

Web2CRM is offered as a Software+Services solution where CRM Innovation hosts all the technology necessary to create, present, and process the form data.

Absolutely no code is required on your CRM server.

This solution works with all implementation scenarios of CRM 4.0 - On line, On premise, and partner hosted.

Annual subscriptions are $495 per CRM organization which allows you to publish forms for any CRM entity and there is no charge per form submission. Hosting for the form is included.

Preview, Try, Buy

When you sign up at Web2CRM the CRM user enters the Preview Mode, after experiencing the designer and viewing finished forms you can then elect to enter the Trial Mode for which there is no charge and lasts for up to 7 days. After that the Account must be converted to a one year subscription or it will expire.

Subscriptions are CRM organization specific so it is possible that a single Web2CRM Account can support one or more CRM organizations that you are creating forms for that have different program statuses.

Preview Mode - Free
Functionality:
• Unlimited Design of forms, including testing layouts and styles
• Preview actual final form and Simulate form submission include
• Form field validation is included
• No time constraints – use it for evaluation as long as you want and for as many different form designs
Restrictions:
• No data is sent to the CRM system
• Forms cannot be saved

Trial Mode - Free for 7 Days
Functionality
• Unrestricted use of the system as if you had a paid subscription
• Purchase 1 year subscription at anytime during the trial, all work becomes eligible
Restrictions/Considerations
• No Restrictions
• Usage expires in 7 days after the trial begins
• Email reminders will be sent
• Account screens will provide reminders

Buy Mode - Paid $495/year
Functionality
• One year full use, renewable for subsequent one year terms
Restrictions/Considerations
• None – all use covered in the License Agreement

Manuals, Videos, Screen Shots

• Screen Shot - Web2CRM form designer (JPG 152KB)

• Technical Requirements Manual (PDF 284KB)
• User Manual

• Videos
    • Watch a Form being built and published in less than 8 minutes (7:49)
    • Create a Static Hidden Field Value for your form (3:34)
    • Create a Dynamic Hidden Field Value for your form (3:39)

• Product Review at Richard Knudson's Dynamic's CRM Trick Bag Blog

• Responsive Auto-Responders with Web2CRM and CRM Workflow

FAQ's

1. How much does it cost? Web2CRM is a hosted service so there is no software to buy. The annual service subscription is $495.

2. What does it include? Unlimited access to the form designer, the ability to have a publish forms for one or more CRM entities. No charges per form submission. It is a flat fee.

3. How easy is it? We like to say it is so easy " even a marketing person can do it". Putting aside the joking, the product is designed for use by non-programmers.

4. What CRM systems does it work with? It works with CRM 4.0 On line, on premise and partner hosted. It does not support 3.0.

What do I need to do on the CRM server to make it work? Absolutely no code needs to be installed on the CRM server. However, the CRM website must be available outside your corporate firewall for the application to be able to connect and send submitted form data to it.