Import leads efficiently into your CRM
Lead management in ADITO CRM starts with efficient lead import. Data no longer needs to be entered manually — it can be imported automatically, for example via CSV import for larger volumes. New leads can then be assigned to automated campaigns for further qualification or processing. The built-in duplicate check saves valuable time and ensures that contacts are stored only once in your CRM.
Quickly and easily capture new customer data with ADITO forms
Whether for event registrations, service requests, or newsletter subscriptions, ADITO enables you to create tailored forms for data collection in just a few clicks. The advantage: all data is transferred directly to ADITO CRM—no manual entry required.
From your website directly into your CRM
Easily collect data from your website and transfer it straight into ADITO CRM. Connect your contact forms directly to the system so that user information—such as details submitted when downloading a white paper—is automatically imported and stored as a contact. With UTM tracking, you can precisely trace which marketing campaign generated each lead.
Fast lead capture and follow-up
Manually entering trade fair contacts into the CRM can be time-consuming. With fast lead capture in ADITO CRM, you can scan and import business cards directly at your booth. The snapADDY VisitReport integration lets you record contact details and meeting notes on the go, even without an internet connection, and sync them later with the CRM. Once your contact leaves the booth, you can automatically send a follow-up email with relevant discussion details and supporting materials.
Identify your website visitors
Turn anonymous website visitors into tomorrow’s customers. By connecting web tracking tools such as LeadLab, you can see directly in ADITO CRM which companies visit your website and gain valuable insights like visit times, company size, and industry. Track which pages are most visited and which content is most clicked or downloaded. Store key links through web tracking in ADITO, assign lead scores, and use them to focus on your most promising contacts.
Collect customer feedback
Do you know how satisfied your customers are or how well your content resonates with them? Use surveys to gain a deeper understanding of your customers and prospects. Ask for feedback on your products and company to identify needs and opportunities for improvement. With ADITO CRM, you can create customized surveys in just a few clicks and gain valuable insights to strengthen long-term customer relationships.
Personalized and user-friendly surveys
Create brand-compliant surveys in no time with ADITO CRM. Add your logo and choose from various response options such as star ratings, comments, or multiple choice. Collect feedback in any format you prefer and decide whether responses should remain anonymous or be stored directly with the contact in your CRM.