What makes Formulr different?

Advanced automation with intelligent workflows and conditional logic. Centralized management of all your files. Seamless integration with your existing tools via API. Complete customization adapted to your brand.

Client Onboarding Platform

Digitize your client files. Automate your workflows.

Create a smooth, digitized customer journey: information collection, validation, contracting and collaborative management, without writing a single line of code.

Client Onboarding Dynamic Forms E-signature Online Payment AI Verification

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Step 1

Client fills the form

InformationDocuments

Step 2

Automatic AI validation

✓ Verified✓ Complete

Step 3

Signature & finalization

Contract signedPayment

Features

Create a 100% customized customer journey

Whether you're handling client files or offering services, Formulr lets you create a fully configurable digital conversion funnel.

Client Onboarding

Collect information and documents from your clients with dynamic forms. Automate reminders and track each file in real time.

Documents & Signature

Generate and sign your documents easily with our intelligent tool and integrated electronic signature. Say goodbye to unnecessary back-and-forth.

Online Payment

Offer a smooth subscription: secure online payment, automatic confirmation and immediate access to your services.

The problem today

Manual processes that slow your growth

Endless back-and-forth

Scattered emails, missing documents, manual reminders... You waste precious time on administrative tasks.

Incomplete files

Your teams spend more time chasing missing documents than supporting your clients.

Degraded customer experience

Long and complex processes discourage your prospects and increase your abandonment rate.

Result: lengthy onboarding processes, degraded customer experience, and teams overwhelmed by administrative work.

The Solution

Formulr centralizes and automates your customer journeys

A single platform to collect, validate, contract and track your client files.

Smart Forms

Create dynamic journeys that adapt to your clients' responses.

AI Verification

AI automatically analyzes and validates documents submitted by your clients.

Automatic Reminders

No more manual follow-ups, Formulr handles them for you.

FAQ

All the answers to your questions

Formulr is designed for any organization that needs to collect information, manage files and contract online. Whether you're in real estate, education, insurance or any other sector, our solution adapts to your needs.

Advanced automation: Intelligent workflows with conditional logic.
Centralized management: All your files tracked in one place.
Seamless integration: Connected to your existing tools via API.
Customization: Interface 100% adapted to your brand.

The integrated AI automatically analyzes and validates documents submitted by your clients, ensuring their compliance and completeness. Result? Fewer errors, faster processing and streamlined administrative processes.

Absolutely! Formulr easily integrates with your CRM, ERP or any other third-party platform through our API connections and webhooks.

We apply advanced security protocols: data encryption, GDPR compliance, hosting in Europe. Your information and that of your clients is protected at all times.

Benefits