Customer onboarding form template
Onboard and retain customers with a customer onboarding form
Spend less time on managing client data, and more on customer service.
Efficient and easy to use, you and your clients will love this client information form. It’s fun for them to fill out, and makes managing incoming data a breeze for you.
We’re no fans of robotic questions, and neither are your clients. This template allows you to pose questions that show the personality of your business, and it's fully customizable to reflect your brand.
Once you’re satisfied with how your client information form looks, you can easily embed it into your website. Plus our forms work just as great on mobile devices as they do on desktops, so they can be completed anytime, anywhere.
Prepare your sales and support team to reach out to clients fully informed, ready to blow them away with top-class service.
Hook up your typeform to any of the 120+ integrations we offer and send new responses straight into CRM tools like Salesforce and Hubspot. They’ll help you automatically generate detailed reports on your clients.
Securely store your clients’ data in your favorite applications and you’ll always be able to find what you need.
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