A sales funnel for your services
Secure online payments to optimize your transactions
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Accelerate your sales with an automated conversion funnel
Product & service catalog
Add your services or products in just a few clicks from the admin interface.
Organize your offerings by category or activity to help clients navigate and find what they need faster.
Update, archive, or reactivate your services at any time, directly from your dashboard.
Whether you offer a single service or multiple variations, your catalog remains easy to manage and adapt.
Smart client cart
Services selected by the client are automatically added to the cart , no need for complex forms.
The cart is updated instantly with each addition, modification, or removal of a service.
A clear recap (titles, quantities, prices) helps reassure the client and reduce errors before checkout.
Checkout and payment
Offer your clients a fast and secure checkout experience via an integrated module like Stripe.
Once payment is completed, the order is automatically confirmed, no manual processing required.
As soon as the payment is validated, your service becomes instantly accessible.
Integration and simplified management
Centralize all client communications within the platform to streamline interactions and boost responsiveness.
Automatically trigger reminders for pending payments, signatures, or missing documents ensuring deadlines are met.
Connect your CRM tools for a centralized and seamless client data and workflow management, thanks to Zapier integration.
All the answers to your questions
Invoice generation is not included natively, but it can be automated via integrations with your billing software or CRM.
Yes. The payment module is fully optional and can be enabled only on the flows where it's needed.
Yes. All payments are logged in each client file with date, amount, and status. You can export this data or sync it with your CRM.
Yes. You can access dashboards to monitor completed files, average processing times, missing documents, and more.
Yes. You can define payment deadlines and due dates in your workflows. Automatic reminders are sent in case of delay.
Yes. Formulr provides a centralized interface where you can manage multiple clients and files. You can track progress, send reminders, and allow others to complete payment steps when needed.
Formulr guarantees compliance with the GDPR by securing, archiving, or deleting all data collected in accordance with current standards. This ensures the protection of sensitive information and helps you stay compliant with regulations.
