Features
Form Builder
A user-friendly feature to create required template for CRM, record management, etc with automated process form without requiring technical and programming skill.
Workflow Builder
User friendly workflow definition builder to establish rules and process flow routing requirements for completed form. Example when client submit documentation or inquiry, it will be routed to related personnel enables immediate response to the client.
Online Review and Approval
Review and approval process can be done through online with automated notification for each and every task process. It expedites the organization daily operation processes and improve productivity and efficiency.
Task Rules
Each task within the workflow defines a set of rules which include time limits, priorities, notification options and how to advance or transition to the next step.
Field Security
User defined security at the system form level and field level within the particular process, which specific user can only access certain fields and work depending on the given access rights.
Business Report
Reports can be exported to various format including Adobe PDF, Excel, Rich Text Format & plain text.
Form Editor
Editor will run the forms right in the tool and give user an ability to see the data and flow between the forms, which the resulting HTML form can be viewed and tested in a browser within the tool.
Multi-task and Multi User
Support processes with multiple tasks and a large number of participants according to a series of logical process flow and participants for CRM and other processes.
Process Flow
User define process flow such as review process, task lists, notifications, reminders, approval, due dates and reporting. For Example, the customer inquiry will be routed to the related department supervisor for review and taking next action.
Automated Notification
Automated notification and periodic reminders to related personnel for related action tasks. For Example, if the supervisor forgot to review/ approve the submission, the system will automatically send reminder notification to the supervisor to carry out the task.
User Security
A feature to assign user access rights of what the user can do or cannot do in the system such as to create form template, setup form template workflow, etc.
Benefits of MyCloudForm
Accuracy
MyCloudForm improve the accuracy of data collected in a variety of ways, reduce errors and improve data quality with built-in form validation. Provides clear visibility across employees, customers, operation, etc
Improved staff productivity
Less time spent on completing a task. Faster work process, review and approval cycles, particularly when multiple reviewers are involved in the business process.
Standardization
Data is captured in a consistent manner and held within the authenticated system.
Business Record & Report
The documented data such as customer record, sales activities, manual, etc can be flexibly and securely retrieved for further analysis with various report formats.
Improves Employee and Customer Satisfaction
Enable employee and customers to easily interact via online that promote faster service, reduce response and transaction cycle times, and improved employee and customer satisfaction.