Give your clients a positive experience.
Secure convenience for everyone
Add.Me web forms give your clients a secure and convenient way to reach out to your organization, and helps establish a positive connection right from the very first interaction. With online 24/7 access you establish easy lines of communication for your clients. Through your web form, clients can add themselves directly as a new client into your instance of Penelope case management software.
Suited to your needs
With Add.Me web forms, you get to choose how many fields and what information you want to track. Use the standard options or create your own custom data fields. You can even create more than one form for enrolling clients in different programs. The web form displays your organization’s logo so that your clients feel comfortable and know who they’re connecting with.
A relief on staff time
Giving clients the option to input their own information saves valuable staff intake time. Add.Me web forms can automatically notify staff when a new person fills out the form. This web form can add clients directly to the pre-enrollment list in Penelope and trigger other automatic workflows.
Talks to other systems
As an additional feature through Add.Me Import you can bulk upload new client records. By uploading a CSV file through our secure import engine you can conveniently create multiple new client records.
Tell others about Add.Me
Download our one-page document about Add.Me. It’s a great way to share your Add.Me knowledge with your team.
Add.Me Web Forms come as an add-on cost to Penelope. In addition to the annual recurring cost there is a one-time configuration fee based on your web form needs.
Add.Me Web Forms
- One web form
- Standard contact info fields
- Consent to communicate tracking
- Site, Service & Pre-enrollment fields
- User defined fields
- Ability to reorder fields
- Bulk Upload Contacts into Penelope
Add.Me Import is a standalone product.
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