Customer Master Flow

The Customer Master Flow is used by Sales Departments to automate the collection of customer data to a database.

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Customer Master Flow

Customer Master Flow

The Customer Master Flow is used by Sales Departments to automate the collection of customer data to a database.

Use Workflow

By clicking «Use Workflow», you agree to the Terms of Service and Privacy Policy

airSlate Customer Master Processes Client Personal Data

It’s very important for the business to run a database of customers. It helps track the sales of products and services in specific regions and receive feedbacks. Besides, the personal data of clients can be used for different purposes in the future, for example, to send a birthday postcard.

However, data collection is a very time-consuming process that requires crystal accuracy. To accelerate the process and avoid errors airSlate Customer Master Flow has been developed. Its numerous benefits include:

  1. User-friendly HTML-form.
  2. Opportunity for the customer to fill out the form in advance and avoid retyping and computing by employees.
  3. E-form diminishes expenses for paper and relevant wastes.
  4. Errors are avoided as employees directly fill out the form. 
  5. Notification Bots informs on a new submission. 
  6. Human resources and costs saved for processing the information.

airSlate Flow is an excellent tool to optimize business processes and manage workflow. It automates operations and it can help increase performance and stay in touch with the customers. 

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Pre-fill Customer Master Flow fields from a CRM, Spreadsheet or database records

Extract data from Customer Master Flow to a CRM, Spreadsheet or database

Archive Customer Master Flow to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

Save an average of 8 hours per week with an automated Customer Master Flow workflow

Spend an average of 10 minutes to complete a Customer Master Flow document

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No-code automation, integrations, configuration and distribution of Customer Master Flow

  • Add additional fillable fields to Customer Master Flow

    Workflow document feature example Workflow document feature example

  • Embed fillable Customer Master Flow in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for Customer Master Flow

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Customer Master Flow

    Workflow document feature example Workflow document feature example

  • Request attachments for Customer Master Flow from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Customer Master Flow with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Customer Master Flow

    Workflow document feature example Workflow document feature example
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Documents & Forms included:
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