Perfect for Small Businesses that Need:
- 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 Collection
Discover how Clicks 2 Code and the Olin Business School maximize their impact with Salesforce-connected web forms.
See Essentials in Action
Award-Winning Support Dedicated to Your Success
- 96% customer satisfaction score
- 2023 Stevie Award winning support team
- Upgradeable success plans available
success story
Using Suitable Technology to Streamline 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
but wait…
Essentials may not be for you if:
- 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