Perfect for the small but mighty businesses
- Advanced Salesforce integration
- Flexible, no-code form building
- Branded form experiences
Essential features
Collect compliant e-Signatures with form responses
Have respondents sign their submissions, collect initials, and store indefinitely.
Customizable theme editor
Build branded form templates you can update and apply to all forms – no designer required.
Advanced Salesforce integration available
Prefill form responses and add dynamic pick-lists to forms with a best-in-class Salesforce connector.
Data residency options in North America, Europe, or Asia-Pacific
Meet data localization requirements with 7 AWS regions available.
Watch: How two organizations streamline Salesforce data flow
Discover how Clicks 2 Code and the Olin Business School maximize their impact with Salesforce-connected web forms.
Award-winning support dedicated to your success
- 96% customer satisfaction score
- 2024 Stevie Award-winning support team
- Custom success plans available for purchase
SUCCESS STORY
Maximizing the efforts of small organizations
“Because we are such a small, incredibly lean organization, we really rely on technology to amplify the efforts of our very small team.”
Beth Zimmerman, Founder and Executive Director
NEED MORE?
Signs that Essentials might not be enough…
- You have a team of more than two form builders/managers
- You need a data collection platform for multiple departments
- You use Microsoft Excel or Sharepoint as a part of your data workflows