Your client is your biggest asset and their data is priceless. And, with this client information form template you can gather data without worrying about it’s security. Because, we’ve taken care of it!
Managing your information is a tedious job. Our advanced report filters feature enables you to filter the client's data based on different parameters.
Make it easier for your client by embedding the form in the email rather than adding just a link. This will ensure better responses from the clients.
Collect client’s info during registration or intake process using this client information form template and make data management easy with SurveySparrow features.
Keep your surveys consistent with your company’s voice by customizing the survey’s branding to fit with yours. You can create a custom domain for your survey that has your brand name in it, which will help reinforce your message.
After a client submits their information through the form, it will automatically be saved to a printable client information sheet. This way, you can easily access it later and refer back to it as needed. Additionally, by taking advantage of Google Sheets’ features, you can segment your clients’ details and offer them more personalized services.
Share the form with your clients through multiple ways. Generate a unique sharing link, share it through SMS, and also through email. Customize every element of the email and with just a short code embed it into your email.
With survey themes, add life to your surveys. Design everything about your survey- background, buttons, color palette, font. Go that extra mile using CSS customization to style the surveys you create to perfection.
Did we not do a good job with the client information form template? We’ve built many such templates that will flatter you. And we can’t wait to show them to you. So we’ve listed some here, right below. Try them out!
14-Day Free Trial • Cancel Anytime • No Credit Card Required • Need a Demo?