Customer registration

What is this workflow ?

Through this form, collect key information about your customers to identify them precisely and segment them.

Attributes collected:

  • Contact information (name, phone number, email)

  • Location (GPS, adress, city, etc)

  • Segmentation (type, channel, status)

  • Equipment (presence, type, etc)

  • Pictures (outside, inside)

Who is this workflow for?

Any field force user in charge of registering customers / agents, or editing their information.

What KPIs will you get ?

  • Number of customer created, geo tagged

  • Map of your customers

FieldPro templates show you how with our no-code app builder you can obtain different workflows to digitse and automate your field processes. Our mobile app enables a flexible data collection in the field and our web app allows you to visualize all the information gatehered and obtain analytics for your business.

"

FieldPro has been the ideal tool to help our field force improve their performance. It is an easy to use solution that facilitates day-to-day monitoring of the team, achieve objective through improving performance of the team on the ground."

Pascal Simon

Director

Amarante Consulting

More Templates

Farmers certification

Collect detailed data from farmers to conduct certifications. Take photos, register locations & more.

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