Option 1
Using a standard web form on your site.
- Completely integrated with IFT website.
- We have complete control over layout and design.
- No cost.
- This is an extended website contact form, so if a client leaves before completing, they lose their data.
- Doesn't have conditional logic.
- You will need to export submissions from the back end of the website as a CSV, although with some extra tech we may be able to have the form automatically paste submissions to a Google Sheet.
Option 2
Using a standard web form on your site.
- Easy to extract data as a CSV and can populate a Google sheet.
- If someone is signed in with their Google account whilst filling out the form, it will save their progress.
- Has basic conditional logic.
- No cost
- External to the IFT website.
- Restricted design and layout options, obviously a 'Google form'.
- Someone has to have a Google account and remember to be signed in for it to save progress.
Option 3
We use a developer to build our own client data collection portal. Estimated cost £3-5k depending on functions required.
- Clients will enter their email address as the first step which will create an 'account' so their fact find will be saved as they go along. Plus they can return to complete the fact find at any time.
- The system will send email reminders to clients who have not completed their fact find.
- Can feed the data directly into your CRM.
- Complete control over branding and design.
- Can be expanded in the future with extra functionality (ie become a client portal).
- External cost.
- We will need to spend some time mapping out exactly what we want (David can lead).
- Some CRM platforms are easier to send data to than others.