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What is Youreka?

Imagine the transformation of field technician roles: moving from simple checklist tasks to active involvement in audits, installations, inspections, and assessments that adapt to real-time situations. This advancement allows for the seamless production and completion of forms on a grand scale, while also managing analytics and improving workflows, all within the secure and user-friendly Salesforce environment. Tailored specifically for Salesforce, this mobile solution offers procedural assistance, enforces uniform practices, and collects data even when offline. Equipped with a straightforward drag-and-drop template builder, customizable styling features, and the option to duplicate templates and questions for quicker setup, it significantly enhances operational efficiency. By accumulating an extraordinary volume of information within a single integrated tool, it minimizes risks effectively. Technicians can perform tasks offline, create and adjust Salesforce records without an internet connection, and automatically sync with Salesforce once back online. This cutting-edge strategy not only elevates productivity levels but also guarantees the consistency and reliability of data throughout all processes. Ultimately, this evolution marks a new era in field service, where technology empowers technicians to work smarter and more effectively.

What is 123FormBuilder?

123FormBuilder, operating under the Kiteworks umbrella, specializes in creating secure forms tailored for tasks like registrations, payments, applications, and surveys. By prioritizing safe data collection methods such as encryption, HIPAA compliance, and seamless Salesforce integration, the platform enhances workflow efficiency. Enterprises can easily design, launch, and oversee forms, surveys, and questionnaires while upholding stringent security protocols. With a remarkable volume of submissions each month, 123FormBuilder excels in highly regulated sectors, including healthcare, government, and financial services, showcasing its commitment to safeguarding sensitive information. This versatility allows businesses to confidently engage with their clients while ensuring compliance and security.

Media

Media

Integrations Supported

Salesforce
AWeber
Adobe Marketo Engage
Campaign Monitor
Constant Contact Lead Gen & CRM
Dropbox
GetResponse
HubSpot CRM
LinkedIn
Mailchimp
NationBuilder
PayPal
Shopify
Smartsheet
Square for Retail
Stripe
Tumblr
Volusion
Zapier
iContact

Integrations Supported

Salesforce
AWeber
Adobe Marketo Engage
Campaign Monitor
Constant Contact Lead Gen & CRM
Dropbox
GetResponse
HubSpot CRM
LinkedIn
Mailchimp
NationBuilder
PayPal
Shopify
Smartsheet
Square for Retail
Stripe
Tumblr
Volusion
Zapier
iContact

API Availability

Has API

API Availability

Has API

Pricing Information

$20/month
Free Trial Offered?
Free Version

Pricing Information

$37.00 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Youreka

Date Founded

2008

Company Location

United States

Company Website

www.youreka.io

Company Facts

Organization Name

123FormBuilder

Date Founded

2008

Company Location

Romania

Company Website

www.123formbuilder.com

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Categories and Features

Customer Satisfaction

360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

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