Follow your contacts
01.
Start from an Excel sheet organized in columns
We can help you formatting your file before importation
02.
Each Excel row will be transformed into a form
(1 Excel row = 1 data into the database)
03.
Enhance your form
Break your form into sections for clarity
Adjust the size of your fields
Make certain fields mandatory
Add the ability to attach files in your documents
Activate "à la carte" features: comments, workflow...
All this, in a few clicks, thanks to an ultra-simplified form editor
List of features that can be added to a form
Attach files to your records and preview them directly
Attached files
Connect forms together (example: a Project linked to its Invoices...)
Linked forms
Create one or more events attached to your records and see them in the integrated calendar
Calendar events
Send emails with files attachments or links directly from a record
Send emails
Share your record-based comments with your teammates
Comments
Keep an eye on every actions or modifications done on a record
History of actions
Create snapshots of a record and see the complete history
Archiving
Define your template documents with Word and merge data from a record into a PDF
Template documents
Attach a validation process to your forms (Contract, Leave request...)
Workflow
Define who can read or modify each record
Security
04.
Access your data from a clean user interface
Some examples of interfaces generated with pickaform in a few minutes...
Applicant tracking system
Business development CRM
Business contracts management
Magic potion management (Halloween special application...)
... because with Pickaform, it's the applications that adapt to your business, and not the other way around!
05.
Update your application as you use it
PickaForm is a platform that allows you to create
professional and powerful applications
without coding
It's a no-code / low-code platform with
native workflow capabilities
Your project seems a bit difficult?
No problem, we can also create your applications for you.