Leads
Capture the opportunity
New customer opportunities can become managed lead records rather than disappearing into a generic inbox.
Customer Response
Marketing should create something the business can act on.
SurfLocal brings the customer activity created by public marketing back into organized business workflows: leads, service requests, bookings, appointment activity and customer conversations.
LeadsRequestsBookingsChatNotifications
From click to business actionConnected SurfLocal workflow
01Interest
02Request
03Record
04Notify
05Follow up
Customer action stays connected to the business.Marketing should lead somewhere.
Customer activity with structure
Do more than collect a form submission.
The underlying systems include lead status actions, booking management, customer requests, chat and notifications.
Requests
Organize service requests
Customer requests can remain connected to the business and the marketing experience that generated them.
Booking
Move interest toward an appointment
Booking and appointment requests create structured work that the business can review and manage.
Chat
Begin the conversation on the website
Website visitors can start a customer conversation without leaving the marketing experience.
Attention
Notify the business
Notification systems can alert the business when important customer activity requires attention.
Workflow
Keep the list usable
Lead and booking systems include status, archive, restore and trash-style workflows to keep active work visible.
Next step
Turn customer attention into organized work.
Build the response path at the same time you build the marketing.
Talk with SurfLocal
What are you trying to accomplish?
Tell us about your business and what you would like to accomplish. We will keep the page you are viewing attached to your inquiry so your message reaches us with the right context.
RegardingCustomer Response
01 Send your business inquiry
02 Verify your email address
03 Continue the conversation with SurfLocal