Easy to use Web Forms Builder

Web Forms Builder: A Game-Changer for CRM Efficiency


We are excited to announce the launch of our new web forms builder, a feature that brings unparalleled ease and efficiency to MantisProperty users. Whether you are collecting leads, gathering important data, or simply streamlining communication, this tool integrates seamlessly into our CRM to make your workflow smoother than ever before.

 

What Is the MantisProperty Web Forms Builder?

Our powerful new web forms builder allows you to create interactive forms that record data directly into your CRM. With custom fields like name, address, and contact information easily mapped to individual records, you’ll never have to worry about manual data entry again. This means faster and more accurate data collection.

 

Effortless Form Creation

Designing your forms has never been easier. Whether you're crafting a simple contact form or a more complex document that requires signatures and file uploads, our intuitive interface makes it simple. The web form builder allows you to send pre-filled forms to specific contacts for completion and/or signing. This reduces the back-and-forth communication and ensures you have all the information in one place.

 

Plus, you can create forms with links that are perfect for embedding on your website or sending through email and SMS. This flexibility ensures that your clients and contacts can complete forms easily, no matter where they are.

 

A Wide Range of Features for Every Need

The MantisProperty web form builder offers a range of customizable options to suit every need:

  • Content Blocks: Add headings, paragraphs, and other essential information.
  • Instruction Blocks: Guide users without cluttering up the final document.
  • Banner Images: Break up sections visually with customizable banners.
  • Text and Multi-Line Text Fields: Capture short and long responses.
  • Date Fields, Checkboxes, Drop-Down Lists: Let users select dates, options, and more with ease.
  • Digital Signatures: Collect legally binding signatures directly through the form.
  • File & Image Uploads: Request necessary documents and images in a secure and efficient way.

Once forms are completed, they can be automatically attached to the relevant contact record in the CRM, ensuring all client information is up-to-date and organized. If the person completing the form is already a contact, the form simply gets added to their documents. If they are a new contact, their details are seamlessly added to the system.

 

In addition to this, the form is automatically emailed to the agent that is set to receive responses on the form and it can even be set to automatically add the contact to a specific group and even fire off automated workflows or auto responders once they have submitted the form.

 

Why Choose MantisProperty’s Web Forms Builder?

One of the best things about our form builder is that it’s included in the Elite plan at no additional cost. There’s no need for third-party form builders, no complex integrations, and no extra charges. Everything you need is already built right into MantisProperty.

 

Additionally, the web forms builder is incredibly user-friendly, making it easy to set up, customize, and use. It’s designed to save you time, eliminate manual processes, and ensure your contact records stay organized and up-to-date.

 

Get Started Today

Ready to take advantage of the MantisProperty web forms builder? If you're an Elite plan user, you can start building forms right now! If not, contact us today to learn more about how you can upgrade and unlock the full potential of our CRM tools.

 

With MantisProperty, everything you need to manage your real estate business is at your fingertips - including our newly launched web forms builder. This new feature is just one more way we’re helping you streamline operations, enhance efficiency, and focus on what matters most - your clients.



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