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Description
3B Forms allows you to collect data from customers and save it to Salesforce.
The tool is easy to use, requires little setup and has powerful features such as:
Pre-population support
- Rule engine to control data inputs
- Parent and child related objects
- PDF generation
- Merge-mapping multiple objects
- Custom styling
- Mobile and desktop friendly
- Supports embedding and site templates.
- Deep customization capabilities
Mailing forms from the standard Salesforce report
- Many more...
This tool is used in Recruitment and Marketing, Healthcare, Retail, Agencies, and Marketing. When we went ahead with the design and development of the app, we wanted to make sure that we have all the best features from our competitors rounded up in a beautiful and intuitive design. And of course, we realize that there are an unlimited number of ways our clients will use the app, so we created Open API to aide our customers to deeply integrate forms into their existing solutions.
Description
Kiip is an innovative cloud-based solution tailored to enhance client management specifically for social service organizations. It creates secure, collaborative environments where clients and service providers can effortlessly share documents, fill out forms, and communicate in a streamlined manner. Among its notable features are digital intake packets, eligibility assessments, and consent forms, all designed to be completed remotely, thus eliminating the necessity for in-person meetings. The platform also aids in the identification and distribution of free or low-cost resources via a program search function, which allows for direct sharing with clients. Kiip further enables the sending, receiving, and monitoring of referrals, complete with automatic updates on the status of any actions undertaken. As a HIPAA-compliant solution, it functions as a secure repository for client information and documents while permitting data downloads for integration into other systems like HMIS or EHR. Available on any device without requiring additional applications, Kiip supports versatile workflows whether users are at the office, working from home, or out in the field. This flexibility ensures that social service organizations can maintain effective communication and management processes regardless of their location.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
3B Soft
Founded
2017
Country
United Kingdom
Website
www.3bforms.com
Vendor Details
Company Name
Kiip
Founded
2021
Country
United States
Website
www.kiipco.com
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control