A customer's status changes constantly. Update information on a customer's status or ongoing correspondence with a simple drag-and-drop on the board, making progress management easier than ever. You can also receive feedback from other team members and check past interactions on the timeline.
Delayed updates, difficulty grasp every list shared by your boss or colleagues, or not being able to open files at all... Managing customer lists is often time-consuming and complicated. formrun supports spreadsheet formats. Because teams have shared access to customer lists, they are no longer dependent on a few individuals to manage them.
By creating interview items beforehand using formrun's creator function�, necessary information can easily be entered when meeting a client and managed centrally. By sharing the unique form address with your team, the other members can use the same form to aggregate and apply the information efficiently.