Call +2711656 8528 or email info@cocobitessolutions.co.za. We can create a solution for you!

Forms creation and client onboarding

Create, access and integrate your forms to digitally onboard clients

Forms Creation & Client Onboarding Software

Digitise your sales journey and onboard clients faster.

At Cocobites Solutions, we know that first impressions matter. Our cloud-based Forms Creation and Client Onboarding system makes it easy for businesses to design, manage, and deliver professional digital forms that streamline the entire customer onboarding process.

With our drag-and-drop form builder, you can create business forms from scratch or reuse previously designed content. No coding, no hassle—just an intuitive interface that puts form creation in your hands.

Once your forms are ready, they are securely hosted in the cloud, making them instantly accessible to your authenticated customers. Clients can complete and submit forms online from any device, and their responses are automatically fed into your CRM and onboarding systems. This seamless integration means no manual data entry, no lost paperwork, and a significantly faster sales cycle. Get Started Today with Cocobites Solutions Forms Creation & Client Onboarding, you’ll transform the way you engage with new customers. From first click to final onboarding, our solution ensures speed, accuracy, and professionalism at every step. Call us: +27 11 656 8528, Email us: info@cocobitessolutions.co.za.

Key Features

Drag-and-Drop Form Builder – Create professional forms without technical skills.
Reusable Content – Save and reuse form elements to speed up creation.
Customisable Layouts & Formatting – Match your branding for a consistent customer experience.
Cloud Storage & Access – Store, manage, and share forms securely.
Authenticated Client Access – Ensure only authorised users can view and submit forms.
CRM & Onboarding Integration – Automatically feed completed forms into your customer databases.
Mobile-Friendly – Clients can complete forms on any device, anywhere.

Benefits for Your Business

Faster Onboarding – Reduce delays and welcome customers instantly.
Improved Accuracy – Eliminate manual data entry errors.
Enhanced Customer Experience – Provide an easy, professional, and secure way to submit information.
Scalable & Flexible – Adapt to your growing business needs without costly redevelopment.
Paperless Process – Save time, money, and the environment.

Frequently Asked Questions (FAQ)

How easy is it to create a form?

Very easy. Our drag-and-drop interface allows you to build and customise forms in minutes—no coding required.

Can I reuse forms or parts of forms I’ve created before?

Yes. You can insert previously created content into new forms, saving you time and maintaining consistency.

Is my data secure?

Absolutely. All forms and customer data are stored in a secure, cloud-based environment with encrypted access.

Can customers complete forms on mobile devices?

Yes. All forms are fully responsive and work on smartphones, tablets, and desktops.

How does it integrate with my CRM?

Once a form is completed, the data is automatically fed into your CRM and onboarding systems, eliminating manual entry.

Can I customise the design of the forms to match my brand?

Yes. You can customise layouts, colours, and formatting to align with your brand identity.

What industries can benefit from this solution?

Any business that requires customer information collection and onboarding—such as financial services, healthcare, education, and professional services—can benefit.

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