Create Seamless Consulting Workflows with Jotform

Jotform offers a suite of tools that help streamline data collection and project management. Improve your processes and boost operational efficiency by using custom forms to gather client information, feedback, and project details efficiently. Jotform Tables provides a workspace where you can access, organize, and analyze the data you collect, and collaborate with stakeholders in real time. Jotform Workflows gives you the ability to automate tasks like approvals and follow ups, helping to eliminate bottlenecks and streamlining decision making. With Jotform, you can enhance efficiency and improve client interactions to drive the success of your business.

Absolutely! With Jotform’s 200+ third-party integrations, you can seamlessly connect your app to numerous CRMs and project management platforms like Salesforce, HubSpot, Trello, and Asana. Jotform’s library of integrations allows you to automatically sync the data you collect so client information is consistent across platforms — with no manual data entry required.

All the data you collect and store with Jotform is protected by Jotform’s best-in-class security features. This includes a secure 256 bit SSL connection, along with GDPR, CCPA, and SOC 2 compliance. Jotform also offers HIPAA- and FERPA-friendly compliance features.

Jotform helps teams manage multiple projects at once by providing an all-in-one workspace where you can collect, view, and organize project details and client information. Create a custom form to efficiently gather project data from your clients, and reuse that form as many times as you like. You can view all form submissions from your Jotform Inbox or Jotform Tables, and quickly access specific data with Jotform’s useful search and filtering features. With Jotform Workflows, you can turn responses into tasks, and automate the next steps of your process by creating custom flows. Each new form submission can automatically trigger specific actions based on the information provided in the response. Automate approvals, follow-ups, payment collection, and more.

Yes, Jotform Workflows makes it easy to automate complex processes in minutes with features like conditional logic and custom approval flows. If a client fills out a form, you can use conditional logic to automatically approve or deny the request based on the response data, and instantly forward the submission to the correct team members. You can set up automated email notifications, automatically trigger follow up forms, and integrate other tools to streamline decision making so there’s never a delay in the next steps of your process. 

Jotform's Report Builder allows you to create reports in just a few clicks. Automatically generate bar graphs, pie charts, and line graphs from your form submission data. These reports can be customized and shared with clients or team members to provide useful insights and support decision making.

Your team can collect signatures electronically from any device with Jotform. You can create contracts and other signable documents using Jotform Sign, assign roles to clients and team members so they know exactly where to sign, and track their status throughout the process for a smooth and efficient signing process.