New Customer Information Form with Credit References

Form Template

The New Customer Information Form with Credit References mobile app offers an easy to way for business owners to track customer details.

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Easily accessible from a smartphone or tablet, companies can use the electronic form to track shipping address details, billing information, credit references and more.

The customer information app can be used for all types of products and services, making it easy to maintain customer relationships without having to rely on expensive CRM management software. Once a new enty has been completed, the record is automatically saved for your records.

If you need a different mobile app, take a look at our customer information forms.

Features
  • Submission Editing
  • Reference Data
  • Dispatch
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

Don't take our word for it...

“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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