01
Tracking a client file
Today
The steps of a file live in a shared sheet that nobody updates at the same time.
With Thingsform
Every form response creates its task, assigned to the right person, visible in kanban as well as calendar.
Tasks overview
Tasks
What Tasks actually changes
Manage your projects in Kanban, calendar and priority views — connected to your forms.
thingsform.app/tasks
Tasks
To do
In progress
Done
Three situations, three journeys
Each journey runs through modules that are genuinely connected: the chips below are clickable.
02
Clearing site snags
Today
Snags noted during a visit end up in a report, and their clearing is tracked nowhere.
With Thingsform
Every snag becomes a dated task, attached to the point on the plan that raised it.
03
Sales follow-ups
Today
Reminders live in the sales rep's memory and on a few sticky notes.
With Thingsform
A quote with no answer after five days creates its follow-up task, with the contact's history in view.
Unified contact profiles, lightweight sales pipeline and full history.
Does one of these look like your situation?
The account is free and the modules are already connected to one another. There is nothing to integrate before you start.