Onboard your customers
3 times faster
Everything you need for a smooth and effective onboarding
Receive complete and verified client files in just a few clicks, thanks to a digital process designed for speed and simplicity.
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
A simple interface to track each file in real time. Collection, follow-ups, and verifications are fully automated.
Automatic reminders are sent by email or SMS if a document is missing, expired, or incorrect.
AI analyzes received files to verify their compliance (format, validity, date, completeness) in just a few seconds.
Centralized collaboration
Communicate with your clients directly within the platform, without multiplying channels (emails, calls, shared files…).
Quickly respond to blockages and manage your priorities in real time.
All files are centralized in a GDPR-compliant space, accessible only to authorized parties.
CRM Integrations
Automate data synchronization via Zapier or native integrations (CRM, ERP, document management tools, etc.).
Trigger automated actions as soon as a file reaches a certain status (email, notification, validation, scoring, etc.).
All the answers to your questions
Oui, plusieurs membres de votre équipe peuvent intervenir sur le même dossier, avec des rôles et droits définis.
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 allows you to create as many workflows or digital procedures as needed.Each workflow can be customized according to your activity to collect the client information you need.
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.
