Customize template

An up-to-date CRM starts with this customer update form template. If you don’t have a techie on staff, no problem: anyone can edit this form! Simply use the intuitive drag-and-drop editor to add and remove questions in any field type, including plain text, formatted contact information, radio buttons, and more. Once you’ve put the content together, be sure to take the upper hand against spam with a Recaptcha.

Publish template

Your customer update form can live anywhere online for use anywhere on the planet. To include it on a page of your website, just copy and paste the embed link provided in the 123 Form Builder editor. In addition, you can share the form link by email or on your social media profile in just a few clicks. And, in case you were wondering, the form is mobile-friendly! The responsive design automatically adjusts to accommodate smartphone and tablet displays.

Collect & manage data

One of the best features of your online customer update form is its built-in data management system. All submissions are securely stored in a dedicated database accessible from your 123 Form Builder account. You can use this as your reference or export to your computer as an Excel, CSV or PDF. Better yet, sync your form with your CRM. 123 Form Builder support Salesforce, Marketo and a number of other services.

Optimize processes

Switching to a web-based customer update form is a great way to save time and get closer to a paperless office. If you’ve been editing client records by hand, they’ll soon be updated nearly in real-time, especially if you integrate your form with your CRM. Furthermore, you can configure alerts that send either an email or a text message to as many individuals as require the notification. In turn, you can set up an autoresponder that informs the client that you have received the update.