Send questionnaires to customers and review completed answers against your records.
Send a questionnaire to a customer, or link it to a lead, quote or job. Questionnaires move through Draft, Sent, Viewed and Completed as the customer works through them.
Customers complete questionnaires through a public, mobile-friendly link - no login required. They can upload photos and files straight from a phone.
Once completed, review the answers on the linked record, so the information sits alongside the work it relates to.
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Join the Pipeline mailing list and we’ll send you a discount code for 50% off your first three months.
That’s three months of fewer spreadsheets, fewer missed leads and considerably less shouting, “Who booked that job?”
We’ll also send occasional Pipeline news and useful updates. No spam, no daily motivational quotes. Unsubscribe whenever you like.
Offer available to new Pipeline customers only.
