The Questionnaire allows businesses to create, send, and manage questionnaires to collect information from clients in a structured and efficient manner. Questionnaires can be used for onboarding, compliance requirements, information gathering, document requests, and other client-related processes.
With Questionnaire, you can:
- Create customized questionnaires tailored to your business needs.
- Send questionnaires directly to clients through the ClientRelay platform.
- Collect responses securely in one centralized location.
- Monitor the completion status of questionnaires and track client progress.
- Reduce manual follow-ups by streamlining the information collection process.
- Maintain accurate and organized client records for future reference.
This feature helps improve communication, increase efficiency, and ensure that all required client
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