Save Client Forms or Questionnaires
Add any questionnaires you use directly to PocketSuite
(underSettings > Online Widgets > Forms & Surveys)
Separate by form type, topic, service offering, etc.
Add fields/questions in order to collect important upfront customer information
Send to Any Client to Fill Out
Tap “SEND” on any form to send over to any customer
Choose to have forms delivered via email or text message
Preview exactly how your clients will see your form
Even integrate any form onto your website, allowing clients to fill out forms directly from your website or Facebook business page
Clients Can Fill Out On-the-Go
Clients get notified in real-time with any form / questionnaire sent
Simple call-to-action presented: Fill out form
Clients fill out in detail any and all questions asked
Once complete, clients tap SUBMIT, and that’s it!
Save for Customer Files
Get notified within PocketSuite for each form a client submits
Save each form for your records in PocketSuite
Keep crucial client and event information in one place
Stay mobile and professional!
Turns Responses into Leads
Integrate your”SUBMIT ONLINE” button onto your website
Allow prospects and leads to fill out questionnaires directly from your website
Responses are synced directly to PocketSuite with prospective client added directly to your Leads list