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Forms & Surveys

No Code CRM Solution

Brilliance CRM is a full-featured Customer Relationship Management (CRM) platform that offers a comprehensive range of features in a 'no code' environment. With Brilliance CRM, you can leverage all necessary functionality without coding. And if you require any customizations or additional features that are not included, we provide them at no extra cost.

Forms & Survey Information

In Brilliance CRM forms and surveys can be created to gather information from your website visitors, speed new customer onboarding, and more. We provide access to save to one or more of these areas:

  • Accounts
  • News & Events
  • Newsletter Signup
  • Payment Information
  • System Log
  • Tasks for Customer Service
  • Testimonials / Reviews
  • Users

You can seamlessly embed all forms into Brilliance CRM, WordPress, WiX, Squarespace, and other HTML compatible websites.

Grid

Show all of the available forms available to you within the system.

General Information

The form name and description. You can choose what module(s) the form information is saved to, including your form-specific styles (CSS) and scripts.

Details

The complete form details.

Admin

Track the number of times the form/survey is displayed, submitted, who it regards, and the language of the form.

Email

The custom email that is sent out when a form/survey is submitted.

Messages

Customize the result messages from the defaults for a specific form.

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Sales

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Marketing

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Service