Onboard your customers
3 times faster
Everything you need for a smooth and effective onboarding
Recevez des dossiers clients complets et vérifiés en quelques clics, grâce à un processus digitalisé pensé pour la rapidité et la simplicité.
Design powerful forms without complexity
Access a selection of preconfigured fields (text, date, file, choice, etc.) to build your forms in just a few clicks.
Create custom workflows without any technical skills.
Activate conditional logic to show or hide fields based on your users' responses.
Send a secure link by email or integrate it into your website to allow your clients to fill out their forms online, quickly and safely.
Document Collection Automation
All files are centralized in a GDPR-compliant space, accessible only to authorized parties.
AI analyzes received files to verify their compliance (format, validity, date, completeness) in just a few seconds.
Automatic reminders are sent by email or SMS if a document is missing, expired, or incorrect.
Centralized collaboration
Instantly visualize the completion status of each client file, step by step.
Communicate with your teams and clients directly within the platform, avoiding the need for multiple channels (email, calls, shared files...).
Assign tasks, quickly respond to bottlenecks, and manage your priorities in real time.
CRM Integrations
Automate data synchronization via Zapier or native integrations (CRM, ERP, document management tools, etc.).
Collected data is automatically transmitted to your internal systems without duplicate entry.
Trigger automated actions as soon as a file reaches a certain status (email, notification, validation, scoring, etc.).
All the answers to your questions
Yes, multiple team members can work on the same file, with defined roles and permissions.
Yes, at any time you can export the information or documents from a file in your desired format (PDF, ZIP, etc.).
Yes, all forms and dashboards are responsive and accessible from any device.
Yes. You have dashboards to visualize completed files, average processing times, missing documents, and more.
It integrates seamlessly with your existing tools (CRM, ERP, etc.) to improve workflows without disrupting your habits. You can also use it independently (standalone) without relying on external systems. Export functions let you manually transfer data if needed.
Yes, Formulr offers a centralized interface where you can manage multiple clients and files at the same time. You can track the progress of each file, send automatic reminders, and ensure personalized follow-up without any risk of confusion.
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.
