Collecting Data
Made Simple
Automated data collection!
With automated reminders!
Automate Data Collection
Set up briefing templates for the data you collect often. As a starting point, you can choose one of our pre-written templates. When sending a briefing to a client, you can edit the template specific to the client and set automated reminders.
We will update you on how much the client has filled out and when they last looked at the briefing. Your client also has the option to send emails with questions to specific questions.
Our Roadmap
We are just getting started and working hard to build our feature list. Below is our Briefing roadmap of existing and upcoming features.
Templates: Setup templates and snippets (a set of questions) you can insert into briefings.
Structure: Organise a briefing into sections, subsections and questions. Everything is numbered for easy reference.
Auto Save: No data gets lost.
Automated reminders: Set reminder emails if your client becomes inactive or past the due date.
Questions: The client can email regarding specific questions from within the briefing.
Storage: All briefings are stored in the CRM.
Supported fields: Text, Number, Email, Phone, Address, date, date range, rich text, Instruction fields (rich text), tick boxes, select one option, toggle info, toggle sections, file upload, data tables and digital signature.
Upcoming Features in Order of Priority
Export: Export briefings as JSON files or PDFs.
Internal comms: Inline communication regarding questions in a briefing.
