If you need to collect data from clients while you’re away from your office how do you do it ? On paper?  Once you’ve got it what do you do with it ? Manually re-enter into your database or CRM ?

We’re excited about a new mobile data collection product which is available on Tablet Computers as an App and offers customisable forms, allows photos to be attached and signed off by your customer. The data can then be saved as pdf documents and also downloaded into your backend systems and CRM databases such as Act! The possibilities are almost endless.

The service is available on an annual subscription basis.

We’ll be working with the provider directly and announcing more information soon ….in the meantime if you are in financial services maybe and need to carry our regular client reviews or discovery assessments then please contact us.

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