Streamline customer service with smart triage forms

Automate request handling and improve response times by directing inquiries to the right team members with Formsort.

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Formsort for customer service

Managing customer service requests through a single channel can lead to inefficiencies, with sales leads and support inquiries getting mixed up, causing delays and dissatisfaction.

Formsort's dynamic triage forms automatically categorize and route inquiries to the correct department, ensuring timely responses and a better customer experience.

Route inquiries with precision

Formsort’s advanced conditional logic ensures that each customer inquiry is automatically directed to the right team based on the input provided. Whether it's a sales lead or a support issue, inquiries are routed efficiently, reducing response times and improving overall customer satisfaction.

Tailor the form experience

Design forms that adapt to user inputs by displaying only the relevant fields. With Formsort’s dynamic field display, you can keep forms clean and straightforward, ensuring customers aren’t overwhelmed with unnecessary questions. This results in a higher completion rate and a more pleasant user experience.

Seamlessly integrate with CRMs

Integrate your forms directly with your CRM system to streamline the management of customer inquiries. As soon as a form is submitted, the information is automatically transferred to your CRM, ensuring that no inquiry is lost and allowing your team to follow up promptly.

Provide real-time information

Leverage Formsort’s real-time API capabilities to pull in relevant data during the form submission process. Whether you need to check the status of an order or retrieve customer information on the fly, real-time API calls ensure your responses are accurate and up-to-date.

Capture partial submissions

Don’t let incomplete forms go to waste. With Formsort, you can capture partial form submissions, ensuring that even if a customer doesn’t complete the form, you still receive valuable information. This allows your team to follow up with customers, reduce friction, and ensure no inquiry is overlooked, ultimately improving the support experience and increasing customer satisfaction.