Contacts and forms
Contacts with notes and a simple client record, and forms your assistant builds from a sentence, with public links you open and close.
Contacts#
Each client has one record: notes, projects, documents and invoices. Your assistant can find a person, list who you have not contacted this month and keep notes. It reads and writes the record; it does not make calls.
Forms#
Describe the form and your assistant builds it: an intake, an enquiry, a questionnaire. Answers arrive in your inbox and in a table you can export as CSV. The public link is yours to open and close.
Forms and bookings#
A booking page can ask the questions of a form as well; see calendar and bookings.
Forms and matters#
A matter can have a public intake form. Each answer becomes a prospect contact and a task; see matters and time.