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Profiler

Profiler

Profiler Information Management System

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Website Integration

WordPress Website Integration

Using the WordPress plugins for Profiler you can integrate data in and out of your WordPress website with ease

Payments, Client Updates, Subscriptions

All these options can be managed from your WordPress website with the look and feel of your website, and fed through to Profiler for matching with existing clients (or creating new clients) with the Profiler RAPIDmatch technology

API Access

Got other software you want connected? Profiler’s Application Programming Interface (API) gives you the flexibility to integrate Profiler into your own system. Build custom software to connect with Profiler

Website Form

The new editor comes with a handful of default blocks such as paragraph, image, gallery, and more, to help you create better standard posts and pages. We have made an example form here for you to see what is possible.

RAPIDMatch

RAPIDMatch is the technology in Profiler which will look at incoming details from your website and match it to existing clients. If multiple existing clients are matched or the client is new, RAPIDMatch will ask for help to resolve the client

Receipt/Task/Flow

As soon as the incoming data is matched to a client (or created), an InstantReceipt can be issued for payments, or tasks or client detail update automation can instantly be triggered. There is a limited amount of staff involvement to process incoming details from your website.

Example Data direct from Profiler

You can put this data in any page, in any location, on your WordPress website

test things John, Ellenbrook

Appeal Comment

$300,000

Appeal $ Aim

$23,290

Appeal current total

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