Are you making the most of Chariot's web form feature? Discover how to send the form directly to customers for a streamlined experience. Whether they're calling in or you're on the go, this method ensures you capture rich information effortlessly.
Reasons to Send the Web Form
Manually Added Leads: Sometimes, customers may call in with inquiries or requests. In these cases, it's important to capture their information accurately. With Chariot, you can manually add a lead by filling out a web form. This ensures that no details are missed and all the necessary information is collected.
Engaging the Customer: Instead of manually filling out all the details on a web form, you can send it as a partially completed form to the customer. This engages them in the process and allows them to fill in any necessary information, ensuring the accuracy of the data. It also saves you time and effort, making the process more efficient.
Seamless Process on the Go: With Chariot, you have the flexibility to send web forms on the go. Whether you're on a job site or using your phone, the web form feature becomes a handy tool to efficiently collect customer data. This eliminates the need for paper forms and streamlines the data collection process.
How to Send the Web Form
Accessing Actions: Click on "Actions" in the top right corner.
Choose "Send Web Form": Select the option to send the web form directly.
Customizable Email: Utilize a customizable email template linked to your business, making communication seamless.
Customer Experience: The customer receives an email with a link to fill out the form, creating a hassle-free process for them.
Notification for You: As the moving company, get notified of the web form submission and view the details promptly.
Enhance Your Sales Toolkit
Efficient Data Collection: Minimize manual efforts by leveraging the web form for data collection.
Customer-Friendly Interaction: Engage customers by allowing them to complete the form at their convenience.
Optimized Sales Process: Integrate sending web forms into your sales strategy, complementing onsite estimates and phone calls.
Detailed Insights: Access comprehensive details, including inventory, submitted by the customer.
Conclusion
Make the web form in Chariot your ally in customer engagement. By sending it directly to customers, you not only save time but also create a seamless experience. Have questions or requests? Reach out to us – we're here to help you make the most of Chariot's features.