FormSafe
Automated B2B customer onboarding and credit approval.
What it does
Stop chasing trade references. FormSafe automates B2B credit applications, trade reference collection, and follow-ups. Save 5+ hours/week and get 90% faster responses. FormSafe delivers an intelligent workflow that eliminates manual processes that once bogged down credit and sales teams. FormSafe’s easy-to-use portal allows the necessary members of your team to view statuses, perform follow-ups, and review credit approval documentation all in one place. See how it works today!
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Fillo5d ago · fillo.so · ▲91I wondered if we need a new way to get in touch with companies, fill in surveys, and do a traditional onboarding form, but with agents? When I ran the test, it was 5x more token- and time-consuming to have agents fill out these traditional HTML forms than to prepare your site for agents to fill out forms. Curious what you think?
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