Strainovic IT

Website enquiries straight into bexio

No more retyping. Every enquiry from your contact or quote form lands in bexio as a contact, with a quote straight away if you like. You reply from within bexio, with all the data, no copy and paste.

Flow: an enquiry from the website form becomes a contact in bexio, optionally with a quote and a follow-up taskWebsite formContact orquote enquirysentbexio formconnectorRecognises anexistingcontact byemailbexioContact withaddress, phoneand form textas a notebexio, ProQuote or order,follow-up taskFlow: an enquiry from the website form becomes a contact in bexio, optionally with a quote and a follow-up taskWebsite formContact or quote enquiry sentbexio form connectorRecognises an existing contact by emailbexioContact with address, phone and formtext as a notebexio, ProQuote or order, follow-up task

Settings page in the WordPress admin: connection to bexio established, log with a new contact and a note on an existing contact

What it does

  • Works with Contact Form 7, WPForms, Gravity Forms and Elementor Forms
  • Creates company and contact person as a bexio contact, with address, email, phone and the form text as a note
  • Recognises existing contacts by their email address, no duplicates
  • Pro: creates a quote or an order from the form fields, assigns the contact to an employee and creates a follow-up task
  • Log in the WordPress admin: what was transferred and when, with the error message if bexio could not be reached
Before and after: what the bexio form connector changesSo farRetype the enquiry in bexio by handWith the connectorThe enquiry arrives in bexio as acontactSo farCopy and paste the dataWith the connectorReply from bexio, with all the dataBefore and after: what the bexio form connector changesSo farRetype the enquiry in bexio by handWith the connectorThe enquiry arrives in bexio as acontactSo farCopy and paste the dataWith the connectorReply from bexio, with all the data

Who it is for

Trades businesses, consultancies, agencies and service providers in Switzerland who use bexio and receive enquiries or quote requests on their website. Worth it from five enquiries a week.

Price

  • Basic: CHF 149 once per website (contacts)
  • Pro: CHF 249 once (quotes, orders, assignment, tasks), updates optional at CHF 49 a year
  • Agency: CHF 490 for up to 10 client websites

No subscription. bexio customers already pay a subscription, I am not adding another.

Pre-order

I start building with the first order. Delivery four weeks after your order, payment only on delivery. Tell me which form plugin you use and what an enquiry should become in bexio:

Pre-order by email

Strainovic IT, Steinach SG, developing for Swiss SMEs and agencies since 2016. Another plugin: UID check, checking business customers in the WooCommerce checkout and sending the proof to bexio.