In today's digital transformation era, effectively collecting and managing customer information is key to sustainable business growth. However, many businesses still struggle with using multiple different tools, complex integrations with third-party platforms, or even needing to hire developers to build data collection forms. This is not only costly but also makes operational processes cumbersome and difficult to control.

GTG CRM understands these challenges and offers a comprehensive solution with its built-in Form Builder feature. You can create professional information collection forms yourself and integrate them directly onto your website without needing any coding knowledge. All customer information entered into the form will automatically sync to the GTG CRM system, allowing for centralized management and significant time savings.

What Problems Does GTG CRM Solve for You?

GTG CRM's Form Builder feature is specifically designed to address the common pain points businesses face in collecting customer information. Instead of registering and using third-party form services like Google Forms or Typeform and then manually entering data into the CRM system, you can now do everything with a single tool.

Editing form fields

The system allows you to customize forms according to your business needs, from selecting the information fields to collect, arranging the layout, adjusting colors, to integrating them into any website you are using. Whether you're using WordPress, Shopify, WIX, or custom-built platforms with React, Next.js, GTG CRM forms can integrate seamlessly.

Notably, all customer information entered into the form will be automatically stored in the Contacts section within GTG CRM, along with full details such as name, email, and phone number. You don't need to copy-paste or manually enter anything, saving time and minimizing data entry errors.

Key Features of the Form Builder

GTG CRM's Form Builder boasts superior features that allow you to easily create professional information collection forms in minutes. The intuitive drag-and-drop interface lets you add, delete, and rearrange information fields with ease, no programming knowledge required. You can adjust the width of each field to create an aesthetically pleasing layout that matches your website design.

Adjusting form width and layout

The system fully supports all essential CRM data field types, including first name, last name, email, phone number, and many other custom fields. Each field you create will be directly mapped to the contact information fields in GTG CRM, ensuring data is stored accurately and in a structured manner.

Customizing form colors and appearance

In terms of design, you can customize the form's colors to match your brand. From background color, text color, to button color, everything can be adjusted to your preference. This ensures your form looks professional and harmonizes with your overall website design.

Once you've finished creating your form, GTG CRM offers multiple ways to integrate it into your website. You can choose to use embed codes like Script, Iframe, or a Shareable Link. Particularly, the shareable link allows you to send it directly via social media platforms like Facebook or Zalo for customers to fill in their information without needing to visit your website.

Form embed code options

The most outstanding feature is its automatic data synchronization capability. As soon as a customer fills in all the information and clicks submit, the data will be instantly stored in the GTG CRM system. You can view the list of new contacts, check detailed customer information, and start nurturing them immediately.

Customer data automatically saved to the system

Furthermore, GTG CRM provides detailed analytics tools to help you track form performance. You can view the total number of submissions, conversion rates, and other key metrics to evaluate the effectiveness of your customer information collection campaigns.

Form performance statistics and analysis

Benefits of Using GTG CRM's Form Builder

Save significant time and cost by eliminating the need for third-party form services or hiring developers. Everything you need is available within GTG CRM, from the form creation tool to the customer data management system.

Data is synchronized automatically and instantly, allowing you to respond quickly to new leads. No more waiting or manual data entry; all information is updated immediately into the CRM system.

Centrally manage all customer information in a single location. You can easily search, categorize, and nurture customers in a systematic and professional manner.

Track the performance of your information collection campaigns through built-in analytics tools. You'll clearly see conversion rates, the number of leads acquired, and can make optimal decisions for your marketing campaigns.

Flexible integration with all types of websites, from popular platforms like WordPress, Shopify, WIX to custom-built websites. With just a few simple steps, your form can be operational on any web page.

Important Notes

When creating forms, ensure you select the correct data field types corresponding to the information you wish to collect. Incorrect field mapping may result in data not being saved in the correct location within the CRM system.

Before officially deploying your form, always test it by filling in information and checking if the data is saved correctly in GTG CRM. This helps you identify and resolve technical issues as early as possible.

With GTG CRM's Form Builder, collecting and managing customer information has never been easier. You can confidently create professional forms, integrate them onto your website, and start collecting leads today without any programming knowledge.

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