Perfect for Small Businesses that Need:
- Advanced Salesforce integration
- Flexible, no-code form building
- Branded form experiences
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
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
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