Best CRM for
Webforms
- Deploy Webforms and capture data in your CRM instantly, no code needed
- Use Webforms to update customer information, eliminating repetitive work
- Integrate third-party Webform tools and connect them to your CRM
No Code Webform Builder
Deploy Webforms and capture data in your CRM instantly, no code needed
“What you see is what you get” form builder
Build forms visually using dozens of different field types;
customize the look and feel to best match your brand.
Automatic inbox sync for reps; no BCC required.
Automatically create records
Once deployed, a Webform can create leads and more, all with no code, instantly. No integrations to manage, ever!
View aggregated open-click data to spot trends.
Form rules
Your forms can be amazing - even hide and show fields and sections based on the conditions you specify.
Audit trail
All servis.ai Webform submissions get captured and stored safely and securely so you can see the "who did what - when".
Webform automations
Trigger amazing follow-ups using automations to send an email or text, set follow-up tasks, reminders, etc.
- Feature
- Feature
- Feature
- Feature
- Feature
- Feature
Update Customer Data
Use Webforms to update customer information, eliminating repetitive work
Update email
Keep your data fresh by sending emails to customers and prospects inviting them to update their information and add additional detail via update Webforms.
Pre-populate fields
Include defaults and current values in update Webforms to keep typing to a minimum, and to ensure the highest data quality possible.
Single-use safety
Update Webforms are specially designed to keep your data secure and tidy, once the update is made, the link is invalidated.
Template Library
Take advantage of proven high-performing email templates built-in to servis.ai's email template library. Of course, you can always create your own from scratch!
Optionally, organize your email templates into folders for easy administration.
- Feature
- Feature
- Feature
- Feature
- Feature
- Feature
- Feature
- Feature
- Feature
Optionally, organize your email templates into folders for easy administration.
Seamless Third-Party Integrations
Integrate third-party Webform tools and connect them to your CRM
Support for webhooks
Have a favorite third-party Webform tool? No problem! Use webhooks for a simple, easy way to integrate it into servis.ai and capture Webform data quickly and easily.
Easy form sharing
Gain insights to fuel improvement.
Compare email activity by rep, day, and even time of day
Compare email volume vs. meeting sets
Analyze open and click rates by lead channel to enhance lead scoring
- Feature
- Feature
- Feature
