Client Information Capture

Form Template

This client information app contains personal information

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(e.g. client's contact information, client ID, including telephone number, questions, intake session date and additional notes) that can be filled out using any device, including an iPhone, iPad or android device. Additionally, the client and client manager can sign off on the business client information form to ensure that all data collected is correct.

As a business, use this customer relationship management tool to track customer data for improved customer service, customer support, and customer satisfaction. This handy client management tool can be used to effectively manage customer data for both sales and service purposes. Keep track of your client list, add new data as client information changes and other details in order to streamline your sales pipeline. Using this client information app will also help you to develop a comprehensive customer database for marketing purposes.

Key benefits of this customer information app:

• Law firms, doctors, field services companies and more can use this new client intake template mobile app to quickly capture prospective client details during the onboard process right from their mobile device and access it later to add more information.

• Using the GoCanvas Cloud, users can manage the data captured by each client intake form after the intake process by looking up the client's first or last name.

• Once the client information app is filled out and the client information sheet is saved, a PDF is generated that can be immediately to the client and saved under the client ID number.

• The PDF of the client information sheet will have the client managers contact details, marketing details (social, web, etc.) your logo and any marketing messages you want included.

Even more frequently downloaded services apps can be found on our Professional Services apps category page.

You might also want to check out some of our other best-selling field services business forms and apps. Need a separate form? Take a look at our signature capture app.

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  • iPhone
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  • Windows
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“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”

Dave Kramer, PennLine Service

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