We take each plain form and give it a new lease of life with some simple processes and reports. We make forms do soooo much more.
Use our inbuilt form sender (which can send reminders too!), use our email templates or generate a QR poster for your window.
Forms are easy to find and are clearly organised so you can find them at a glance.
Pre-complete or change forms for clients whilst keeping them informed of the data you hold about them.
Because clients complete forms on their phones immediately, and there are options for automatic reminders.
Reduce the use of spreadsheets with real-time reports.
See who changed what and when with a complete timeline.
Focus on more productive work, by deligating and automating more.
Delegate the creation of forms, processes and reports to us.
Avoid repetition and speed up completion times.
Just enter their email address, and appointment date (if that's how you work) and it's done!
Super simple, quick, accurate searching will allow you to pull up a form in seconds.
If a client asks for the form again... no problem.
Find and display forms in seconds. Get notified of client updates as they make them.
Decide who can work with the forms and what level of access they should have.
If you copy form data to other systems, talk to us about a systems integration.
It can take a lot of work to ensure your are conforming to best-practice and legistation. Let us do some of that for you.
Allow clients to complete, decline, withdraw and amend forms.
All your data will be stored behind encrypted passwords on secure servers.
Think "track and trace" reports, or Gift Aid declarations. If you need them, tell us and we will add a report for you.