Data collection stays dumb
Basic web forms or paper capture fields with little validation, branching, or automation—so intake never graduates into governed workflow.
TrueForm turns branded forms into tickets your team can assign, collect payment on, schedule, and sign—without losing context in spreadsheets or side tools.
200+ teams already using TrueForm
Booking Confirmed
Jun 15 · 10:00 AM
New Client Form
Full Name
Service
Phone
Date
Ticket Board
TF-0041
Sara — Consultation
TF-0040
Ahmed — Assessment
TF-0039
Layla — Renewal
TF-0038
Omar — Follow-up
12
Open
4
Today
98%
SLA
Ticket #TF-0041
Sara Al-Mansouri · Consultation
Activity
· Assigned to Dr. Reem
· Payment confirmed
· Status → Open
Payment Received
EGP 750.00 ✓
eSignature Sent
OTP Verified
Booking Confirmed
Jun 15 · 10:00 AM
New Client Form
Full Name
Service
Phone
Date
Ticket Board
TF-0041
Sara — Consultation
TF-0040
Ahmed — Assessment
TF-0039
Layla — Renewal
TF-0038
Omar — Follow-up
12
Open
4
Today
98%
SLA
Ticket #TF-0041
Sara Al-Mansouri · Consultation
Activity
· Assigned to Dr. Reem
· Payment confirmed
· Status → Open
Payment Received
EGP 750.00 ✓
eSignature Sent
OTP Verified
The problem
Most teams still run on a broken operational stack: static intake, ad-hoc booking, off-platform payments, paper consent, spreadsheet routing, and siloed tools—so customer data never compounds into one record.
Basic web forms or paper capture fields with little validation, branching, or automation—so intake never graduates into governed workflow.
Scheduling over messaging apps or the phone is manual, error-prone, and leaves no structured trail when slots collide or no-shows pile up.
Cash, transfers, or ad-hoc links mean weak reconciliation, higher fraud and dispute risk, and no reliable link from payment to the original request.
Printed PDFs and informal signatures are hard to verify, easy to challenge, and painful to audit—especially where proof is non-negotiable.
Rows replace routing: no enrichment, no BI-ready history, and no queues—just staff grepping tabs to guess priorities and owners.
Automation, analytics, and outreach live in different tools, so the same customer story fragments—and data utility flatlines in silos.
How It Works
Four simple steps that turn scattered form responses into fully tracked, actionable workflows.
Drag-and-drop builder with fields, logic, branding, payment, booking, and eSign — all in one canvas.
Share a branded URL or print a QR code. No app download needed — works on any device.
They fill the form, pick a slot, pay, and sign electronically. All in one flow.
TrueForm generates a tracked deal record with full history, status, and workflow controls.
Core Features
One platform. All the tools your team needs to collect, manage, and act on every submission.
Step 1
Drag-and-drop fields, conditional logic, file uploads, Arabic & English support, and branded themes. No code required.
Step 2
Every form response becomes a structured ticket with status, owner, tags, comments, and a complete audit trail.
Step 3
Let customers self-schedule appointments directly inside the form. Availability rules, conflict detection, and calendar sync.
Step 4
Collect fees at submission time via Paymob, Stripe, or manual verification. Track payment status per ticket automatically.
Step 5
Capture legally-binding digital signatures with OTP confirmation. Full signature logs stored against the ticket record.
Step 6
Push submission data to any external system. Native webhooks, REST API, and pre-built integrations with CRMs and ERPs.
Step 7
Real-time charts on submission volumes, conversion rates, payment totals, booking utilization, and SLA compliance.
Step 8
Define granular permissions for Admins, Agents, and Clients. Multi-tenant isolation ensures complete data separation.
Workflow Engine
Tickets carry all the context your team needs — from the first form field to the final signed document.
Sara Al-Mansouri
New Client Intake · Jun 13, 2025 · 11:32 AM
Status
In ProgressAssigned To
Dr. Reem Hassan
Form
New Client Intake
Payment
EGP 750 · PaidBooking
Jun 15 · 10:00 AM
eSignature
Signed · OTP ✓Activity Timeline
Ticket created from form submission
Payment EGP 750 confirmed via Paymob
Booking confirmed for Jun 15 · 10 AM
Assigned to Dr. Reem Hassan
Comment: Patient needs follow-up labs first
Status changed → In Progress
eSignature sent via OTP to +20100000000
No more hopping between tools. Every status, action, and document lives on the ticket.
Statuses & Pipelines
Custom statuses (Open, In Progress, Done) with visual pipeline view and SLA timers.
Assigned Owners
Route tickets to the right staff member or department based on form type or rules.
Comments & Internal Notes
Threaded comments on each ticket. Internal notes invisible to the submitter.
Edit & Audit Logs
Every field change, status update, and comment is timestamped and attributed.
Tags & Filters
Tag tickets by type, urgency, or source. Filter, sort, and bulk-manage at scale.
Payment & Sign Status
See payment confirmation and eSignature status inline without leaving the ticket.
Industries
TrueForm replaces fragmented tools for organizations that live on client requests, appointments, payments, and signed agreements.
Patient intake, consent, booking, payment, and signed medical records.
Course enrollment, quiz scoring, attendance, and certificate issuance.
Client onboarding, brief collection, project kickoff, and approvals.
Intake forms, scoping sessions, contracts, and payment collection.
Case intake, document collection, eSignature, and audit trails.
HR onboarding, room booking, asset allocation, and process tracking.
Trust & Control
TrueForm is built for regulated, document-heavy, and customer-facing operations where every submission must be traceable, assignable, and auditable from end to end.
Each organization runs in a logically separated workspace with dedicated data boundaries and configurable branding.
Granular roles for admins, operators, and viewers so teams only see tickets and actions aligned with their responsibility.
Status transitions, assignments, edits, and signatures are recorded with actor, timestamp, and context for accountability.
Uploads attach to tickets with access controlled by role. Downloads and previews respect the same permission model.
Payment capture, reconciliation states, and booking confirmations stay visible on the ticket without exporting to spreadsheets.
Validated fields, conditional logic, and typed answers flow into tickets as operational data—not loose text in inboxes.
RTL-aware layouts, bilingual labels, and locale-aware notifications so teams and customers work in the language they prefer.
Enterprise-ready conversations: security reviews, data residency options, and SSO integrations are available for qualified deployments.
TrueStack
TrueForm sits at the center of operations—surrounded by CRM, messaging, QA, AI, workflow, email, and voice. One ecosystem designed to compound as your stack grows.
A unified CRM and data layer that manages leads, pipelines, and workflows.
A unified omnichannel hub that automates and optimizes messaging to drive conversions.
An AI-driven QA engine that automates performance scoring.
An embedded AI assistant providing real-time guidance and insights.
An end-to-end workflow engine that orchestrates cross-product processes and automates repetitive tasks.
A CRM-integrated email engine that automates personalized engagement to ensure a unified, omnichannel customer experience.
A CRM-integrated cloud telephony layer that captures and tracks every call to optimize the customer journey.
Pricing
Start on Starter, graduate to Growth when you need revenue and scheduling on the same ticket, or bring Enterprise when compliance and tenancy are non-negotiable.
Launch branded forms and a lightweight ticket queue for a single team.
Billed annually. Regional pricing available.
Run payments, bookings, and signatures on top of full workflow automation.
Billed annually. Volume tiers for submissions.
Multi-tenant scale, compliance, and integrations for regulated operations.
Custom
Includes dedicated success engineer & optional on-prem review.
All paid plans include core security controls, audit-friendly timelines, and product updates. Nonprofits and education teams can request discounted Growth seats.
Get started
See how TrueForm unifies forms, tickets, payments, bookings, and signatures in one operational workspace tailored to your team.