LoyalAxis ERP Module

Enterprise Form Builder for WordPress Custom forms for every process in your WordPress CRM

Design the forms your business runs on, with your own fields, statuses and approval steps. Each form becomes a section of LoyalAxis CRM, links to customer profiles and can appear in the customer portal for signatures and document uploads.

View Plans & Pricing Explore Features
  • More than 30 field types, from text to signatures
  • Form history and new entries on customer profiles
  • Statuses and action buttons for each process
  • Online signatures in the customer portal
Why it matters

A WordPress form builder for business records

A typical WordPress form sends an email and stops there. A business process needs a record that belongs to a customer, moves through stages and has someone responsible for it. The Enterprise Form Builder gives every form that structure inside LoyalAxis ERP, next to your customers, orders and other modules.

Capabilities

Custom forms for your WordPress CRM

Fields, statuses, workflows and permissions in one builder, connected to the rest of LoyalAxis ERP.

Any Form Your Business Needs

Build forms from scratch with your own fields, groups and statuses. Each form gets its own menu, list page and record page.

Over 30 Field Types

Text, numbers, dates, choice lists, uploaders, signatures, WooCommerce products, spreadsheets, checklists and timesheets.

Ready-Made Forms

Load templates such as Contracts, Appointments, Insurance or Product Warranty, then change any field or status.

Linked to Customer Profiles

Records appear in each customer's or lead's history tab, and staff create new ones from the profile.

Workflow Action Buttons

Buttons move records between statuses, check required fields first and appear only to the roles you choose.

Status-Based Form Layout

Open, collapse or hide groups, and lock or hide fields for each role, at every stage of the process.

Responsible People

Give each record a Technician, Sales Agent or any role you define, and limit staff to the records they own.

Customer Portal Pages

Publish a form in the customer portal and choose which of its fields customers see in each status.

Duplicate, Export and Import

Copy a form for a similar process, or move it to another LoyalAxis installation as a JSON file.

Practical examples

How businesses use the Enterprise Form Builder

Six common processes, each built from the same fields, statuses and workflow buttons.

Contracts and online signatures

Send a contract and collect the signature online

Start from the Contracts form and add a Signature field. A Send for Signature button moves a draft to Waiting for a signature only after its title and text are written. At that status the contract appears in the customer's portal, where the customer reads it and signs on screen. The signature is saved on the same record your team works with.

  • Contract text in a rich text editor with a ready template
  • Required fields checked before the contract is sent
  • Contract shown in the portal only at the right status
  • Signature stored with the signer's name and date
Document collection

Ask customers for the documents you need

Add an uploader field for ID cards, certificates or signed agreements and allow customers to upload to it from the portal. You set the allowed file types, the maximum size and the number of files. With secure storage, files cannot be opened by their address, and customers can also download the files your team has attached.

  • Customer uploads turned on per field
  • Allowed extensions, file size and file count
  • Secure storage for personal documents
  • Downloads of the files your team shares
Service requests

Service requests on the customer's profile

Build a Service Request form with a customer field linked to profiles. Staff open a customer's profile, click New Service Request and the customer is already selected. Every earlier request is listed in the profile's history tab, next to the orders and other records you use for WooCommerce customer management.

  • History tab for the form on each profile
  • New requests created from the profile page
  • Request counts per status in the Users list
  • Lead records moved to the customer after conversion
Progress for customers

Let customers follow their own records

Customers see only their own records in the portal, and each field appears only in the statuses you tick for it. You can also show the status as progress steps, add public notes as a timeline and display the responsible person, so customers know where a request stands without calling your team.

  • A visibility matrix of fields and statuses
  • Status progress steps on each record
  • Public notes shown as a timeline
  • Your own list columns and portal menu item
Internal processes

Approvals and requests inside your team

Use the same builder for purchase requests, inventory requests, registrations or meeting minutes. Sales staff can only request approval, while managers see the Approve button. Each record has its responsible people, and a status can have its own list page so every team works from its own queue.

  • Approval steps limited to the right roles
  • Assign to Me and bulk reassignment
  • Separate list pages for selected statuses
  • Automation programs triggered by status changes
Ready-made forms

Start from a template and adjust it

Templates arrive with their groups, fields and statuses already set up: Call History, Certificates, Room Reservation, Test Results, Elevator Services, Insurance, project checklists and more. A loaded template is an ordinary form, so you rename a status, add an option or duplicate it for a second process.

  • Templates for contracts, bookings, warranties and checklists
  • Loaded with one click from the Templates card
  • Every field and status editable after loading
Part of LoyalAxis ERP

Build Your Business Your Way

LoyalAxis ERP is a complete modular business management platform. Activate the modules your business needs and build a powerful ERP system tailored to your workflow.

  • Activate only the modules your business actually needs
  • Every module shares the same data and works as one system
  • Add new modules as your business grows
View Plans & Pricing

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