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What Is CRM Form Builder?

CRM form builder is a tool integrated within a Customer Relationship Managment (CRM) system that enables businesses to create, customize, and manage web forms without programming skills. These forms are usually embedded on a company's website or landing page or sent in emails. Businesses create forms to capture data such as contact details, inquiries, or suggestions from website visitors, prospects, or customers. After submission, the form's information is imported into the CRM system, helping users track leads effectively.

What Is CRM Form Builder Used for?

Lead generation

Lead generation is the process of capturing potential customers’ contact information to nurture relationships and convert them into clients. A CRM form builder simplifies this by collecting crucial visitor details—such as names, emails, and phone numbers—directly through website forms. This data allows businesses to identify potential leads, follow up effectively, and optimize marketing strategies to target the right audience.

Customer support

Customers can submit complaints or inquiries by filling out a customized form. The form is categorized by issue type, with tailored fields to collect the necessary details. This streamlines problem identification and enables the customer service team to resolve issues and contact customers more efficiently.

Checkout process

Forms are vital for businesses that offer products and services. Customers complete their purchase by entering their financial details into a payment form during checkout. CRM form builder eases the payment process with features such as auto-fill, conditional logic, and integration with payment gateways, ensuring a secure transaction.

Client onboarding

CRM form builder is essential to streamlining client onboarding. Businesses can create forms to get to know their clients better, eliminate manual data entry, and automate personalized emails triggered by form submissions. 

Recruitment

Applicants can fill out their information, such as contact details, resumes, cover letters, and referrals, enabling employers to navigate applications easily. The form data is imported from the company's website or job portal into the CRM system, aiding the recruitment team in their hiring process. Additionally, scheduling interviews, follow-up emails, and assigning tasks to applicants is viable through automation. 

Benefits of CRM Form Builder

Efficient lead generation

Businesses can capture and differentiate leads based on the data input (names, email addresses, phone numbers) from their website. This helps users nurture leads and get through the entire sales process. Collected data is recorded in the CRM, reducing the chances of missing leads.

Enhanced customer experience

The data collected from forms enables businesses to segment their audience more effectively, allowing them to send personalized and relevant messages. Additionally, companies can use the data from the forms to tailor marketing campaigns, aligning the advertisements to customers' interests. 

Customization

Forms are customizable, allowing businesses to collect specific information apart from standard questions regarding age and gender. Users can create forms with different answer types, such as paragraphs, short answers, dropdowns, or dates. Furthermore, questions can be labeled as required or optional, allowing users to identify which questions they need to answer and which questions are voluntary.

Improved follow-up process

Lead management is streamlined by setting up automated follow-up emails, enabling immediate communication with potential customers. Sales representatives can set reminders through the CRM to track and prioritize, aiding them in focusing on high-value opportunities. Tailored emails can be sent out to increase the likelihood of conversion. These automated steps help businesses save time and manual effort, boosting productivity. 

Advanced market research

Customized surveys can help businesses understand their target market, expectations, and interests. The collected data provides valuable insights, assisting you in making data-driven decisions to improve your products and services. 

Convenient ​​payment gateway

Form builder software enables you to create a form for payment information, simplifying user checkout and eliminating the hassle of shuffling through different web pages. 

Key Features of CRM Form Builder 

Ease of use

CRM form builders should have an intuitive interface, allowing users without extensive technical knowledge to create easily accessible forms without difficulties. Drag-and-drop functionality, pre-made templates, and smooth navigation are essentials for the ideal CRM form builder.

Affordability

It is best to choose a cost-effective CRM form builder with characteristics such as fixed pricing plans without user number restrictions, hidden costs, or form submission limitations.

App integrations 

Integration with other apps is required to transfer data smoothly without the stress of losing important information. A CRM form builder should connect seamlessly to email marketing software, payment gateways, and management platforms, eliminating the need for manual data input.

Conditional logic

This feature enables users to create dynamic questions that trigger additional questions based on customer responses. It’s particularly useful for uncovering the reasoning behind a customer’s answer or gathering more detailed information from an expanded response.

Conclusion

A powerful tool for businesses to have is a CRM form builder. This tool greatly benefits businesses by collecting valuable data from website visitors, customers, and clients. The data collected helps determine your  target audience, resolve complaints, enhance marketing campaigns, and improve customer engagement. Several departments benefit from this tool such as marketing, sales, and customer support. 

Businesses can use CRM form builder for lead generation, customer support, the checkout process, client onboarding, and recruitment. Its benefits include efficient lead generation and customer service, customization, improved follow-up process using automation, understanding the target audience, and a more convenient payment gateway. When exploring CRM form builder options, consider its ease of use, affordability, multiple integrations, and the option of conditional logic. 

For more information on CRM software, explore our in-depth reviews, use our comparison tool to evaluate systems side by side, and visit our blog to learn about the CRM industry and how this software can give your business a competitive edge.

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