Add your form and fields

Apptimi has a flexible Forms Builder - You can create custom forms for your business, then attach them to any Inbox or channel and share with your customers or your staff to create powerful apps.

Add fields (we support over 10 fields types) from dates, time, text , numbers and more.

Share with your team or customers

Share your forms with your team or externally with your contacts or website

Simply share a link to your Inbox , or add a link to your website. You can even embed the form in an external web page.

Get your team working on it

When your customers save or send you a form, we first add their contact details to your contact manager, then add the form and message to your Inbox. Now your team can reply, assign to a team member , add notes or action items and communicate back to your customer.

With every form saved, we build up your contact list and also provide you with a complete history for every contact.

How can I use Inbox and Forms in my business?

Every business needs forms but every business also needs to act when a form is sent in. Here's just some examples of how you can use Apptimi in your business.

For CV upload/Job Application

Create a form for CV/Resume upload or job applications. Add fields for skills, experience and add a document field so the candidate can attach their resume.

Your team can reply directly to the candidate and get more information and add it to the form.

Event Signup

Use a Form for managing event signups for events. We will save the form, store the contact details in your Apptimi Contact manager and notify your team of the new signup.

You can track the signup and change it's status to pending, completed or needs action and your team can add notes or action items for other team members.

For product orders or returns

Manage your product orders or returns process. Share your order form with customers, fill them in and your sales team manage the orders or returns right from their Inbox.

Travel Request/Expense/Annual Leave

Create forms for your staff - A Travel authorization request which is filled in by staff and approved by the appropriate manager or supervisor

Or share an Annual timeoff/leave form for booking days off for your team.

For Health and Safety

Create health and safety forms, share with your staff or employees. By using your shared Inbox you can ensure that the accident is logged and action is taken.

You also have a complete history of any workplace accidents for auditing purposes.

Building/Equipment Maintenance

Need to manage your building or your equipment maintenance issues. Share a link to the form with your staff, tenants or students and get notified when something needs attention from maintenance.

Because your form is linked to your Shared Inbox you can assign it to the maintenance group, track it's progress and also have a complete history on every maintenance item.

It's one powerful solution

Apptimi Workflow combines the best of our flexible forms builder and our Shared Inbox to give your business a powerful collaboration app for your customers or your internal team.

Form Builder

CRM

Built-in CRM for managing your contacts

Multiple Inboxes

Create unlimited Inboxes

Assign to

Assign to a team member and track completion

Watch

Watch any individual conversation and get notifications when updates are added

Follow

Follow any Inbox/channel and get notifications on any new messages/replies added

Folders

Create custom folders and move conversations between the folders.

Close/Complete

Mark any conversation as closed/completed and move to the archive folder

Time Spent

Track the time spent on any conversation or message

Drag and Drop

Drag and drop files and attachments to any conversation

Rich Content

Create and send rich content messages with full formatting and links

Analytics

Get insights into most frequent tags,customers and products.

Auto add contacts

Automatically add contacts who send you messages or forms, to your contact manager.

Contact us

Link your Inbox to the Contact us page on your website

Custom Forms

Create custom forms to extend your Inbox and share with your customers or team

Tasks

Create task or action items for any conversation and assign to a team member for action

Notes and Comments

Add notes or comments for other team members

Canned Replies

Create and use canned (stock) replies to any conversation

Auto Responses

Send automatic response/reply to an incoming message

Private/Shared

Make any Inbox shared or private

Bookmarks

Bookmark any conversation to your bookmarks list for easy access

What did I miss

See any items you have missed since your last access

My tasks

View any/all tasks assigned to you

Pin to top

Pin a valuable conversation to the top of the list

Move to ...

Move a conversation, replies, notes and documents to another folder or Inbox

Add due date

Add a date for completion to any conversation

Add to calendar

Add any conversation to your team calendar

Inbox in Contact Manager

Send from contact manager to one contact, groups or all

Photo Viewer

View jpeg,png and other photos as thumbnails and full size

Embed Video

Link to and embed videos from youtube, vimeo etc

Audio Player

Play attached audio files in audio player without downloading

Full text search

Search for anything in the title and body of any conversation

Filter conversations

Filter by creator,contact, date and assigned to

Footnotes

Append a standard footnote to the bottom of each outgoing message

Custom Signatures

Create individual signatures and append to each message

Shared Files

Quick access to all attachments in a channel

Captcha Security

Enable captcha on all shared forms or Inbox.

Single Sign on

Single sign on for Google, Twitter, Office 365 and Microsoft Live

Share to Portal

Share a channel or any form to a customer portal

Mention

Bring a team member into a conversation

Reminders

Add a private reminder to any message

Send to Trello

Send a conversation or a response including attachments to a Trello board

Block/Spam

Block a contact or mark a contact as Spam

Facebook Messenger

Send & Receive messages from your Facebook page

Auto Expire

We can automatically delete a conversation and documents after a set date

Feature	Included	How this works
Internal Only Channels		Create channels that only your team can access internally.
Extranet Access		Collaborate and interact with your contacts externally as an extranet by enabling external access
Unlimited Contacts or Customers		Add a many contacts/customers as you need
Shared channels		You can create shared channels so that all members of your team can access
Private channels		Create Private channels to secure your conversations and documents. Use the invite tool to add team members or external contacts.
Bundle/Group your channels		Bundle channels together - Add your Customer Support, Faq's, Shared Email Inbox into a Sales Bundle or your HR Helpdesk, New Joiner FAQ into a HR Bundle.
Reply from Email		Add to any conversation by replying from email or click to access online
Disable Responses		You can create read-only channels - Great for Company announcements, FAQ (frequently asked questions) or Company Policy Spaces. When a Meeting Space is set to Read-only, your team members and Customer can not respond or reply to any conversation.
Custom Folders		Create custom folders and move messages so that they are grouped together
Stock/Canned Replies		Create stock or canned messages so that they can be selected for quick replies
Limit Access to Posts		Set channels to limit access to posts so that users can only view posts they have created. This is the default for all Customer Services channels.
No Username/Password Required		Your external contact does not require a username/password. Apptimi automatically authenticates the user.
Attach Documents/Photos		Any documents or photos, screen grabs can be added to the conversation by your team or external contacts. Up to 6 documents or photos can be uploaded for each post.
Add Tags/Categories		Supports unlimited tags or categories. Tags are useful for adding categories and searching Meeting Spaces.
Add Notes/action items to any Post		You can add private notes/comments to any conversation or add an action item that needs to be completed. Great for project management.
View your tasks		Easily track and view any items that are assigned to you from any Meeting Space.
Add to Favourites		Easily keep track of your favourite posts and responses
Follow Channels or Conversations		Follow any channel to get updates and notification, or select individual conversations to follow.
Bookmark any conversation		Pin any conversation so that you can easily find it again.
Link to your Contact Us page		Insert a Contact us form in your website and have it connect to your Inbox or Helpdesk. It will automatically add any new contact to your contact manager and create a new conversation or topic in your Inbox (or helpdesk).
Secure channels		Encrypt your Conversations and Documents with a Secure Key and Password. We use AES265 encryption to ensure that only your team or customers can view the channel.
Digital Signing		Need to know who signed a form and when? You can enabled digital signatures on forms to that you have a record of who signed the form and when it was signed. Coming Q1 2018.
Sync to Office 365		Sync your calendar and contacts to your Office 365 account. Now you can make sure any new contacts or events added to your Apptimi account automatically appear on Office 365. Coming Q1 2018
Office 365 Single Sign on		Use your Office 365 login to log into your Apptimi account and save time.
Send to Trello		Do you use Trello for managing your projects or tasks? You can enable Trello integration and send any Apptimi conversation to a Trello board.

Customize your Inbox and get more from Apptimi