I'm currently using , CRM, Support and Creator. I'm searching for the best way to get information from my customers. Ideally I would like to send a link on email to my client, directing them to a form online they will fill inn and attach documents. The data they fill into the form should ideally be editable into the future, hence a login function is desirable.

Also important, the forms filled in, should be linked to their CRM Contact, for us to easily access it.

Our business sell travels. After a booking (which we invoice through Books), we need some information from the client, and a scanned copy of their ID, etc.

Any suggestion on how I best can do this?