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External Distribution of Forms

Most enterprises often face problems during collaboration with others, such as information asymmetry and difficulties in collecting statistics. The form distribution feature allows you to connect to customers and suppliers. For example, you can quickly collect customer feedback online, and collect agent registration information in WeChat groups. This feature makes data collection and communication more efficient.

More Intelligent and Efficient Form Filling with Data Collaboration

You can share a form to a WeChat group with a few clicks and quickly collect customer suggestions or individual feedback. The system automatically collects information about members on whether they have completed form filling, and pushes notifications to target members. This improves the form filling efficiency. The system automatically summarizes the filled information without manual collation, making data collection highly efficient.

Real-time Form Tracking with Complete History Information

The form feature provides a platform for internal and external collaboration. For example, after a customer submits an after-sales service request form, an after-sales service representative can obtain the customer information and synchronize follow-up service status in real time. The customer can view all the submitted requests at any time.

Targeted Distribution to Ensure Data Validity

You can set the scope of form distribution by specifying external contacts. This way, the form can be filled out only by relevant people, which ensures the validity of the information collected for effective data analysis, making your research results authentic and reliable.

Precise Display of Data Sources

When you collect data from authorized or specified external contacts through WeChat, you can see their alias on WeChat. This allows you to directly communicate with each contact, and continuously collect subsequent feedback and push forward a project.

Internal and External Synchronization of Form Information in Real Time

When an external contact leaves a comment in a shared form, the system automatically triggers a reminder to the relevant internal staff, so that the two parties can communicate in real time. All communication records are automatically saved.

Accumulative Network of Customers and Suppliers

After authorized external people fill out the form on WeChat, they automatically become your external contacts. You can also associate them with customers in your CRM system and keep accumulating your network of external contacts.

View more applications

Customer Management

Opportunity Leads

Quotation Management

Contract Order

E-signing

Reimbursement

Official Document Management

Knowledge Documents

Human Resources Management

Performance Appraisal

Attendance Management

Business Forms

Project Management

Task Collaboration

Daily Work Report

Plans and Reports

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