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Create, access and integrate your forms to digitally onboard clients
The cloud-based form creation and management system will allow businesses to create and edit business forms using a drag & drop interface. Forms can be created either by entering new content or by inserting previously created content. Additionally, creators will be able to customise certain formatting and layouts on the forms.
Once created the forms can be exported back to the cloud solution allowing customers to access the forms. Authenticated customers will be able to select from the forms and complete them digitally. Completed forms are digitally fed into the CRM and onboarding applications to seamlessly onboard customers and digitise the sales journey.