This Add-On provides a comprehensive solution for creating and managing dynamic forms. Users can customize form fields, collect responses, track leads, and integrate forms across various Add-Ons. With role-based access, workspace management, and real-time response tracking, it ensures an efficient and organized approach to form handling.
Create and manage various required forms with diverse form fields, like, Text, Email, Number, Date, and Description as per the business needs for leads.
Responses are securely stored and linked to the relevant forms, ensuring accurate data handling and accessibility when needed.
Within our platform's "Convert to" section, you'll find a range of functionalities tailored to streamline your workflow. Here, you can effortlessly copy the form link, access form field editing or viewing options, review responses, and edit the form name to suit your preferences. Additionally, many Add-Ons are integrated with this system, including Lead, Taskly, Machine Repair Management, CMMS, Sales, Contract, and Internal Knowledge Notes, ensuring seamless connectivity and enhanced functionality.
Track and manage form submissions in real-time. Responses are securely stored and linked to the relevant forms, ensuring accurate data handling and accessibility when needed. Users can view submitted responses instantly, allowing for prompt action and analysis. The system logs each response with timestamps, maintaining an accurate record of interactions.
Seamlessly integrate forms with various Add-Ons like Projects, CRM, Sales, CMMS, Machine Repair Management, Contracts, and Notes.
With Taskae, you can conveniently manage all your business functions from a single location. Streamline workflows, enhance productivity, and optimize efficiency with powerful add-ons designed to scale with your business needs.
