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Dyanamic visit questions

Sales Genie CRM Dynamic Questions

What are Dynamic Visit Questions?

Launched in December 2024. We have come up with our unique Dynamic Visit Questions module, that will ask your customers different questions on a visit, based on their status. Setup your first time, active, prospect and general questions and we will do the rest.

A manager will have access to setup the specific questions based on 4 question types.

  • First Questions

    These will be the first questions that will be asked to a prospect or customer when doing a visit.

  • Active Questions

    These will be the active questions that will be asked to a customer when doing a visit.

  • Prospect Questions

    These will be the first question that will be asked to a prospect when doing a visit.

  • General Questions

    These will be the questions that will be asked to a prospect or customer after they have been asked the first question as well as the prospect or customer question, depending on their status. General Questions will be the only question type that will get continiously asked on visits.

  • Questions Process

    If a prospect changes status to a customer, they will be asked the customer questions on their next visit and then move to general.

Dynamic Visit Questions
Question types
Dyanamic visit questions

Questions Types

You can setup the questions based on 4 types, First Time, Active, Prospect or General Questions.

Question types
First questions

You can create 3 types of answers

Customers, prospects

Multiple answers

From as little as R1250.00 per month, unlimited users, up to 50 leads and customers!
Request a Demo Today!