Custom Forms

Customise the CRM as per your requirement. We do not limit you on what we have, instead build the forms as you want.
With custom forms feature you can
  • Gather data as you want
  • Link the data to a customer's profile
  • Capture information as per your business
  • Get unlimited flexibility.
Limited Period Offer
$ 1.49
per user for all features
Contact Management
Custom Forms
Capture data as you want. Build custom forms in the CRM for any task and link it to a customer's profile.

You can create customer form to get payment data or the profile data which is not available by default on the CRM.

Custom Forms Gives You Flexibility

Capture the data as you want and in the format you want. Forms are linked with contacts and can be printed anytime.
Build Forms As You Want

Customise the fields, choose from Input, Dropdown, Product List and Date.

Unlimited Forms

Add as many forms you want in a contact. Use it to get payment info, policy details etc.

Use In Approval Process

Create custom process on form submission, like mailing to a user or send for approval to supervisor.

Real-time Reporting

Create reports based on the forms. In our Advance CRM plan these reports can be customised as per requirement.

Some Use Cases Are

Payment Form

Get the payment details in desired format and send it to Billing for confirmation.

Policy Details

Add policy details (expired or new) of the client. Send reminders on due date.

KYC Data

Get the customer's data as per your requirement e.g., Tax Information, Bank Account Details etc.

All the essential tools to run your business smoothly...

Best Features Of

We don't compromise on the features just because we are selling an affordable CRM.
Contact Management
Manage your contacts like a boss, every communication, every minute detail at your disposal in seconds.
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Cloud Telephony (ZipCall)
Are your customers based in different countries? Don't worry, let them call right from your website with ZipCall for free.
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Invoicing
Send invoices to your customers in a jiffy. All the details are automatically fetched from CRM.
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Ticketing System
Better support helps to retain customers & let them self resolve their issues. With proper ticketing system you can offer 24x7 support.
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Marketing Automation
Automate your marketing & run campaigns without human intervention. Send Email, SMS, WhatsApp messages on rulesets based on your business needs.
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Workflows
Let your actions start a chain reaction to update the CRM or perform actions like sending an email to user or customers.
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Bulk Email Campaigns
Email is still has the best RoI. Run bulk email campaigns right from the CRM panel using any email service provider.
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Bulk SMS Campaigns
SMS is cheap and gives you best open rate. Run the bulk email campaigns right from the CRM panel using any SMS service provider.
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Custom Forms
Create forms as per your requirement and attach to the customer's profile. Get the data as you want and require.
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Deals Management
Always have your sales pipeline on your fingertips. No need to ask your team members or searching on the CRM.
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Proposals
Create custom proposals for your customers and send them as a PDF attachment. You can also create templates which can be used by every employee.
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Daily Digest
All the tasks, missed followups, recommendations on a single screen. Get charts & graphs about sales performance and take actions on it.
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Employee Tracking
No more guess work on whether your field employees are working or not? Get real-time reporting & location on your mobile or web-panel.
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Lead Management
Automatically distribute leads to multiple users based on different parameters, shifts and work load.
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File Manager
Upload files like KYC documents, proposals, images, zip-docs or anything related to customers and access them anywhere.
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Fully Customisable
Fully customisable CRM based on your requirements. Add products & services, lead status or almost anything.
Integrations
Ready to use integrations with most popular sites used for lead generation like Google-Ads, Facebook/Instagram, JustDial, IndiaMart.
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Filters
Create your own filters to get custom reports based on exhaustive search criteria. Create any type of report easily.
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Task Scheduler
Create & schedule tasks to get a reminder automatically before the meeting or followup. Forgetting a meeting is a thing of past.
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Webhooks
Send data to any third party software easily. A simple way to use one-way APIs.
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Believe us, the list doesn't end here, we have just started.