Data & analysis
Data & analysis
Take over data, export it and understand what works.
01
Data importYou don't start from zero. You take over existing contacts and tasks via CSV import from your previous spreadsheet or your old tool — so you work…02
Export & feedsYour data belongs to you — and that also means getting it back out. Tasks can be exported and downloaded as a file, handy for analyses outside the…03
AnalyticsFormline analyses what happens in the system — so you base decisions on data instead of gut feeling. Without you having to build spreadsheets.04
Audit logThe audit log records changes in the system — a traceable trail of who did what and when. Especially when several people work with the same customer…