XOBase™ Forms & Lead Routing
XOBase™ powers fast, reliable form handling across your websites, landing pages, and microsites. It reduces spam, routes real inquiries to the right people, and gives your team clear visibility with simple logs and exports. Forms stay lightweight for speed, while routing, validation, and tracking work behind the scenes.
What XOBase™ includes
- Spam controls: Honeypots, field traps, word filters, throttles, and basic reputation checks
- Smart routing: Send leads by service, geo, campaign, or keyword to specific teams or inboxes
- Notifications: Clean email notices, optional auto replies, and attachment handling when needed
- Dashboards & logs: Quick view of submissions, exports to CSV, and simple activity history
How routing works
- Match: Map fields such as service, location, or source to routing rules
- Deliver: Send to role based inboxes, individuals, or webhooks for systems
- Track: Record each submission with timestamp, path, and basic meta
- Review: Use the dashboard to search, filter, and export for follow up
Integrations & delivery
- Email delivery with templated notifications to teams
- Webhook posts to CRMs, help desks, or internal endpoints
- CSV export for quick imports and reconciliation
- Optional API style feed for advanced workflows
Security & data handling
- Server side validation with required fields and format checks
- Encryption for sensitive fields at rest where appropriate
- Role based access to logs and exports
- Retention settings to align with policy requirements
Admin tools for your team
- Spam logic manager: Add or remove keywords and phrases to tune filters
- Routing rules: Update recipients by service line, region, or campaign tag
- Exports & reports: Date range selection with quick CSV download
- Operational notes: Simple inline notes to document changes
Works across your site types
- Business websites with multi service contact flows
- Microsites and campaign landing pages
- Product websites with quote, demo, or trial requests
- Download centers for brochures, white papers, or guides
Setup & process
- Brief: Confirm fields, routing targets, and notifications
- Implement: Add form markup, server handlers, and webhook endpoints
- Test: Validate spam logic, delivery, and dashboard visibility
- Launch: Monitor with light alerts and adjust rules as needed