Quote for IdeaCast 2024
“FAR More people read and click on segmented & relevant marketing campaigns than one-size-fits-all blast approaches!”
Capture Attention & Generate Leads
Lead Generating Webforms
Create landing pages and smart signup forms that capture qualified prospects and push them directly into your CRM as opportunities.
- Build pages in minutes
- Capture custom data
- Trigger automated follow-up
- Assign leads instantly
Live Chat
Turn website conversations into structured CRM records automatically. - Capture name, email, phone - Save full chat history - Create follow-up tasks - Route inquiries to the right team member
Capture Attention & Generate Leads
Live Chat
Turn website conversations into structured CRM records automatically. - Capture name, email, phone - Save full chat history - Create follow-up tasks - Route inquiries to the right team member
Lead Generating Webforms
Create landing pages and smart signup forms that capture qualified prospects and push them directly into your CRM as opportunities.
- Build pages in minutes
- Capture custom data
- Trigger automated follow-up
- Assign leads instantly
Nurture & Engage Prospects
Email and SMS Marketing
Send targeted campaigns instead of generic blasts.
- Drip campaigns and newsletters
- Automated follow-ups
- Segmented messaging
- Track opens and engagement
Digital Video Marketing
See who is watching your videos and trigger actions based on engagement. - Track viewing behavior - Trigger follow-ups - Personalize outreach - Identify high-intent prospects
Nurture & Engage Prospects
Email and SMS Marketing
Send targeted campaigns instead of generic blasts.
- Drip campaigns and newsletters
- Automated follow-ups
- Segmented messaging
- Track opens and engagement
Digital Video Marketing
See who is watching your videos and trigger actions based on engagement. - Track viewing behavior - Trigger follow-ups - Personalize outreach - Identify high-intent prospects
Personalize & Communicate
Surveys
Gather customer feedback and insights at any stage of the buying journey.
- Customer satisfaction surveys
- Market research
- Anonymous or branded surveys
- Track responses inside the CRM
Template and Web Asset Library
Launch campaigns faster with ready-to-use assets. - 150+ customizable templates - WYSIWYG editor - Tested across major email clients - Brand-consistent communication
Personalize & Communicate
Surveys
Gather customer feedback and insights at any stage of the buying journey.
- Customer satisfaction surveys
- Market research
- Anonymous or branded surveys
- Track responses inside the CRM
Template and Web Asset Library
Launch campaigns faster with ready-to-use assets. - 150+ customizable templates - WYSIWYG editor - Tested across major email clients - Brand-consistent communication
Measure & Optimize
Advertising Tracking and ROI
Know which campaigns generate real revenue — not just clicks.
- Track cost per lead
- Measure lead-to-sale conversion
- Connect campaigns to pipeline value
- Understand true ROI
Measure & Optimize
Advertising Tracking and ROI
Know which campaigns generate real revenue, not just clicks.
- Track cost per lead
- Measure lead-to-sale conversion
- Connect campaigns to pipeline value
- Understand true ROI
Want Examples of How Top Stores Manage Follow-up?
eXperience Management - Critelli Furniture
Critelli Furniture modernized its 110-year-old, custom-focused business by adopting CXM to streamline lead management, boost appointment close rates, and strengthen customer follow-up.
Watch video → Download PDFeXperience Management - Weaver's Furniture
Hear how Weaver Furniture uses PerformNOW CXM to unify POS data, automate follow-ups, centralize email/text/chat, and improve customer experience for custom furniture sales.
Watch video → Download PDFeXperience Management - Maloufs
A candid discussion with Malouf Furniture on how a relationship-driven retailer improved customer experience, follow-up, and visibility using CXM—without losing the human touch.
Watch video → Download PDFBook a PerformNOW CXM Demo
Lead Generating Webforms
Turn visitors into customers with engaging landing pages and logic-based signup forms. Setting up your first landing page campaign is quick and painless, so you can start bringing in leads instantly. Signup forms let you capture important information about your contacts so you can personalize your campaigns based demographic information.
Trigger workflows, send multiple auto-responders, and drop contacts into lead nurturing campaigns, so no lead or contact slips through the cracks.
Email and SMS Marketing
Email marketing remains one of the most effective ways to convert your email audience. Whether you are driving new leads down the funnel with lead nurturing drip campaigns or keeping your contacts in the know with monthly newsletters, promotions, and other engagement points, PeformNOW's email feature is a marketer’s perfect tool.
Surveys
PerformNOW makes it easier than ever to create surveys and start gathering information from customer satisfaction and market research to team member events and employee engagement.
From a simple poll to an in-depth questionnaire, PerformNOW has you covered. PerformNOW's survey builder is easy to use and makes it easy for anyone to create, execute, and track all survey activity, miscellaneous or not. You also have the option of creating an anonymous survey to place on your website!
Live Chat
The goal of PerformNOW's live chat integration is to save you time while effectively collecting relevant information. When combined with our ticketing system, you will have a complete picture of your contacts' interaction with you.
We will automatically store the chat conversation, name, email, and phone number (if provided) in the CRM. This ensures a complete integration with the rest of the information you collect in your CRM.
Digital Video Marketing
Track the videos on your website to find out who is watching and trigger automatic follow-ups.
Video is a great way to convey your message to your leads and clients. With PerformNOW, you not only have the power to see who is watching your videos and when, but also trigger automatic workflows based on how much of the video they watched.
Template and Web Asset Library
With over 150 email templates available, you're able to send your own newsletter, promotion or invitation in minutes. All of our templates are easy to customize within our WYSIWYG (What You See Is What You Get) editor. You can change colors, add your own images to make them personal, and much more. Also, all of our templates have been tested in all of the major email clients (desktop and web-based).
Advertising Tracking and ROI
Stay on top of your leads and give yourself the best chance of winning deals with Opportunities. PerformNOW wants your team to be prepared for every lead that progresses through your funnel, until they are eventually a long-lasting client. The Opportunities portion of the CRM empowers salespeople to forecast deals, set custom phases, and track with a multitude of detailed graphs and charts. Setting up an opportunity is a simple process, but also allows the salesperson to customize how the opportunity will look in terms of products, and which phases will be available.