Data collection is a must, but no one likes manual data entry
Smart Forms automate your internal business processes and make data collection easier on your team.
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Your business. Your process.
Customize as many Smart Forms as you need, tailored to your different business needs, then easily collect client data.
- Create all manner of forms, including default contact fields and custom contact fields
- Collect the key information you need, one and done
- Contact fields can be merged into emails and other follow up communication
- Add fields specific to your business—you’ll have a form for any of your unique situations
No more information slipping through the cracks
Create an automated workflow in the Campaign Builder to run your business process automatically and consistently.
- Create dropdown options to capture the exact information you need every time a form is filled out
- Use information collected to fully customize the automation for the specific situation, triggering sequences based on how a form is answered
Smart Forms = Intuitive
Collect the information you need, right the first time.
- Guide your team in real-time to reduce training time and process errors with helper text, required fields, and default field values
- Avoid errors and database clutter by letting your team know if the contact they are adding already exists
