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ease
features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Your representatives and clients have the ability to manage tasks independently. Representatives can access client information, generate real-time reports, log leads, and perform various other functions. Meanwhile, clients can easily reprint invoices, monitor shipments, and place orders at their convenience. Our infrastructure is supported by Microsoft Azure and HostDime data centers, ensuring reliable service. We prioritize security with full SSL encryption, and our data centers hold PCI and SOC 2 Type 2 certifications. The information from your ERP system is automatically updated to the Crik-IT portal every 30 minutes for seamless integration. This enables users to access browser-based information, enter orders, and more from any desktop or mobile device at any time. We also utilize the Stripe credit card processing engine to facilitate secure payments for invoices and order submissions by your customers. Allow your B2B clients and representatives to handle data entry efficiently, as orders placed through Crik-IT can be directly integrated into your order management system without manual input. This streamlined process not only saves time but also enhances overall productivity.

Description

The mobile forms software is loved by busy AF technicians. View your submitted forms as a proportional block widget Click on the form type to drill down and view key performance indicators. Drill down for a filtered grid view with customized columns Print to PDF Export all collected information to Excel Receive emails automatically Our RESTful API allows you to integrate with other software. Create and edit your own forms with our easy-to-use tool. Drag and drop interface Excel-like table grids that are fully controllable Calculated fields Clonable sections, forms, and field controls Automatic form version control

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$29 per month
Free Trial
Free Version

Pricing Details

$30/month/user
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

Crik-IT

Country

United States

Website

www.crik-it-portal-for-quickbooks.com

Vendor Details

Company Name

XForms, LLC

Founded

2017

Country

United States

Website

xformsmobile.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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

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