Requesting information from customers has typically been a disconnected and manual process. ClientWindow offers access to editable online questionnaires that your customers can complete for all types of information gathering, including tax self-assessment, VAT/GST returns and even on-boarding and customer survey forms.
- Drag and Drop Form Builder
- Form Templates
- Questionnaire Status Reporting
ClientWindow can invite customers to complete questionnaires via both WhatsApp and email invites.