We use cookies to give you the best experience possible. Carry on browsing if you're on board, or find out how to manage cookies.

Smart Digital Forms

Utilize business automation tools to have total control over customer workflows and data collection. Smart Digital Forms digitizes processes to be more efficient and customer friendly.

CallVU’s Smart Digital Forms simplify the process of customer onboarding, completing service tasks and  transactions by offering a variety of methods for building, sharing and presenting digital forms.

 

BENEFITS

  • Optimize
    Digital Engagements

    Smart digital forms are accessible from across all channels, enabling an omnichannel service of seamless continuity.

     

     

  • Dynamic
    & Responsive

    Forms can be created and filled out across multiple platforms (web, tablet or smartphone). They can also be published in multiple formats (web forms, mobile wizards or PDFs).

     

     

  • Enhanced
    Business Automation

    Facilitate digital transformation by converting legacy forms into different digital formats, so they’re optimized to all devices.

     

     

Simple Drag & Drop Functionality

Easily create new forms or update existing ones with the wide variety of editing features available. Users have the ability to adapt fonts, designs, and layouts. Exceptionally easy-to-use editing features include drag and drop functionality so that users can simply select pictures, icons or other content features by “grabbing” them from a menu bar and toggling them over to the form, without any of the hassles of creating new designs afresh.

 

To ensure that all forms are visible no matter the audience, there is also the option to enhance visual accessibility for those with impairment.

 

 

 

 

img
img

CRM Synchronized Auto-Fill

Significantly enrich customer data on your CRM by synchronizing data put into forms via autofill.  This feature not only serves to enrich your company’s knowledge about each of your customers, it also ensures that much of the knowledge you do have is up-to-date. This data can then be used towards marketing campaigns that are highly personalized and relevant to your customer’s needs.  

 

 

 

 

 

 

 

 

 

 

img

Stop and Continue Later Functionality

Making work easier for your customer service agents, CallVU’s Smart Digital Forms are also designed to make life easier for your customers. If a customer has started a form and isn’t able to finish it in one session, they can easily close the form and come back to it later, without losing track. The forms are also designed with an internal logic that makes them user-friendly and faster to complete. Where multiple signatures are required, users can return to specific pages and provide their signature in real time.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

img
img

Easily Convert any Document to Digital

Existing documents such as PDFs and even scanned (hard copy) documents can be converted to become fully digital and dynamic. These documents can be published in different formats, so they’re optimized to whichever device is being used

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

img

Privacy Preference Center