CRM Forms

Forms are question and answer surveys. Forms can also be call scripts where data can be answered and inputted by your sales or support staff. You can also distribute the forms to clients through a URL to a webpage to get customer feedback. Form and survey creation is easy with our form builder, creating "Wizard Forms" - multi-page forms that are easy to follow and complete. Once the form is completed, you will be given a web link to the form that you may distribute.

Give Customer a Quality Feedback Form

Give your staff questionnaires and scripts

Build custom surveys for sales, marketing, and customer satisfaction

Using online forms, you can save time in multiple email and phone messaging that may take weeks; simply send a link to your prospective client or current supported customer, and you can easily qualify and route the request to the most efficient solution. The web forms / surveys feed results into a reporting system, which is presented as a table with all of the results easily displayed. You may also export the survey form results to Excel or comma separated file for import into other analysis or marketing systems.

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Sales Cloud

Want everyone to sell smarter? Free CRM can help close deals faster and track everything. Companies of all sizes use Free CRM to help them every day.

Service Cloud

Customer support cast management means making customers happy. Free CRM makes your reps happy, too, by keeping everyone up to date and closing more tickets faster.

Marketing Cloud

Automate email campaigns with personalized messages that are highly targeted from the CRM and social media. Engage your customers as you never have and keep everything in one place.

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Cloud Strategy for CRM

Benefits of Cloud CRM are hassle-free installation, seamless access, ease of use, affordability, high-security levels, reliable operation, flexibility, enhanced compatibility, and more. Cloud CRM can be easily integrated with other applications or software, like email, and more.

CRM Activity Reports

Our CRM reporting tools make it possible for business leaders and other decision-makers to quickly and easily access the information that they need, exactly when they need it. FreeCRM has advantages that help to perfect the reporting process. Free CRM reporting tools offer complete and adequate reporting out of the box while giving customers the chance to customize reporting to fit their own unique needs better.