Nest Forms - offline surveys vs CRM Mobile: Pipedrive Usage & Stats
NestForms is a web and app-based form builder that allows you to create, share and manage paperless offline surveys. You can collect mobile data in many scenarios including market research surveys, punch list forms or for use as a quality control checklist app. You can use the NestForms form builder under your own dedicated account. You can access your forms from your desktop, online or native Android app.
How to use the app:
Try our mobile form app within the free demo account, where you can view the app interface and make several test responses. If you would like to try it out with your own surveys, you can create an account on https://www.nestforms.com. You can design offline surveys instantly in your web account and test your forms by sharing to your colleagues mobile devices. Your account will automatically sync with anyone who has downloaded the app and where the forms are shared.
What is it used for?
The NestForms mobile form app was created to accompany the NestForms Survey builder website. The app is free and is for data collection on any Android device.
It can be used to create and share offline surveys for market research. health and safety audits, inspection forms or questionnaires. It can also be used as a quality control checklist app or perhaps for builder punch list or snag list forms. As an account owner you can collect mobile data instantly from colleagues working on the ground through their smart devices.
Is it easy to use?
We have thousands of users worldwide that have learned just how easy the NestForms mobile form app builder is to use. Making their lives easier In terms of any data collection offline surveys or field marketing interviews, check out our FAQs or have a look at our Help section to see just how the NestForms builder works!
You have no need for any programming or coding experience to use our intuitive drag and drop no code form builder interface via your own web account.
Who can collect my responses?
You can share your mobile forms with as many people depending on your subscription plan. You can share your forms with responders who have downloaded the NestForms offline survey app to their smart device. The number of forms and responses is dependent on subscription plans.
What other data can I collect?
NestForms supports features that you would already expect, like free text input, dropdowns, numerical fields, single and multiple answer questions.
You can also verify the GPS location where mobile users carried out their surveys via the GPS location settings in their Android device. We also collect images, signatures, audio, dates and times, QR codes as well as many advanced feature rich enhancements that are being added by constant development.
Who can access my forms?
Only the account admin has full access to the responses. However, you can share access to your forms to designated colleagues to edit and approve responses. You can also share response data in various formats to your clients. For example, online via iFrame on your website or through a dedicated VIP area. Share it to your favourite cloud platforms. Or downloading Excel sheets, custom PDFs, word documents or ZIP images. All of your data is stored securely and can be accessed through the Events history.
Interested?
Try our free trial at https://www.nestforms.com/
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Pipedrive’s CRM mobile version is an all-in-one sales pipeline and lead tracker, allowing you to access your prospects and schedule activities and events for leads on the go from one CRM app. This mobile CRM sales tracker is the perfect aid for both big and small businesses' marketing efforts.
What can you do with Pipedrive’s CRM mobile and sales tracker?
Stay organized and improve your marketing efforts:
• Access your to-do list and customer profiles instantly
• Use the CRM both on- and offline
• View planned activities and reminders
• Manage each sales team member’s activities by assigning tasks
Record all opportunities in your CRM mobile app’s pipeline:
• Note down sales prospect data each time you find customers
• Add client contact information, company and deal value to “Leads” or Customers”
• Oversee all details of a deal with just one tap
On-the-go contact management:
• Make calls and send emails using templates
• Schedule follow-ups and events in the Activity tab
• Use direct sales pipeline management to move a lead from one stage to another
Be in constant contact with your leads:
• Sync phone contacts to contact customers directly from the app
• Identify if an incoming call is related to a potential sale with Caller ID
• Automatically link outgoing calls with activities related to leads
Never lose any contact information:
• Add meeting notes to your client database – synced automatically with your web sales tracker (the desktop version of your Pipedrive dashboard)
• Remember key details for excellent customer management
• Log phone calls and caller details
Check customer analytics within the CRM:
• View calculated metrics via easy-to-understand graphs
• Use the data to analyze your sales pipeline and improve marketing for greater business success
The lead app includes functions essential for any big and small business that are useful for contact management. With the Pipedrive app, you don’t have to note down “Leads” or “ Customers” entries, all can be easily recorded in the CRM app and managed end-to-end, from the very beginning of a deal through its successful closure.
Although this is a free CRM mobile app, you’ll need a Pipedrive account to use Pipedrive for Android. You can sign up for a free trial from the app.
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Nest Forms - offline surveys VS. 
CRM Mobile: Pipedrive11月 26, 2024