Custom questionnaires
Build forms tailored to your trade and to the information you need to collect.
CRM module
Questionnaire
Collect and structure your clients' information effortlessly.
The module
Questionnaire
Collect and structure your clients' information effortlessly.
The Questionnaire module lets you create custom forms to gather exactly the information you need. Answers are collected and structured directly in your CRM, which simplifies the qualification of your files and the preparation of your site visits.
Key points
What this module brings you
A module designed to fit naturally into your CRM and your business processes.
Centralised answers
The information gathered is attached to the relevant file, with no re-entry.
Structured data
Get usable answers so you can qualify your files efficiently.
Easier preparation
Have the right information to hand ahead of your appointments and interventions.
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