Forms
Collect Data from Everyone
Get Customers, Employees & Prospects to provide information for decision making
We Accelerating Performance
Setup Forms for Different requirements
Forms can be used for Projects, Customers, Employees or Prospects - one time or periodically
Create custom form questions with configurable settings
Enter order of Questions, the expected answer types, whether they are required, description, attachments etc.
Send email alerts after form is filled
Send a customized email acknowledgement to the form filler and alert to employees for action if needed
Share Form
Send the form via email, link or QR code and track the responses received
Forms Feature Highlights
Form Actions
- Shared to people via Email, as QR codes or as links, one-time or periodically
- Send custom acknowledgements to fillers & alerts to employees on submit
- Data collected & analytics from the forms can be viewed by all authorized users
Customer/Employee Surveys
- Can be one time or periodic (e.g. Monthly, Quarterly etc.) surveys
- Sent to the people specified at that frequency with reminders if not filled
- Analyse data as well as changes of over time to find progress made
Compliance Checklists
- Track Compliance Checklists with reminders & completion status
- Attach files and photos as supporting documentation while filling checklists
- Also used in Projects to measure the quality of the tasks
Prospect Information
- Embed the Form QR code in social media posts or use the link on a website
- Get Alerts when form is filled and auto send information to prospects
- Share data collected to multiple users as per their rights