Organizational Form Builder - LoyalAxis Wordpress CRM Plugin

Form Builder

With this feature you can:

Monitor and track all customer or lead records in real-time
Extract various outputs from them to be prepared for any campaign
Provide the best services to your customers with accurate and precise information in the shortest possible time

Create different responsibles for the form and apply different levels of access for each user role.

Fully compatible with WordPress post types and expandable

Defining different statuses for ease of follow-up (compatible with post statuses in WordPress)

Assigning users or leads to the form and viewing them in the profile

Advanced search for any form based on your custome fields

Quick form insert for a profile in modal mode

add custome forms such as notes, call registration, etc. to the system with one click

Bulk Actions on forms and obtaining various types of output from them

The Fields in the Form Builder

By creating the forms required by your organization, you can create a profile very quickly. Just click on the new form button in the profile.

With one click on the profile, you can open the new form in modal mode and save the information very quickly