Hi,

We are a life insurance broker. Currently, we have a PDF intake form that we use to gather necessary client information during a phone interview. From there, we manually enter the information to update the client's Contact and to create a Deal for them. (Our Leads are primarily generated through a web quoter & integrated into CRM, so no problem there.)

What we are looking for is a way to cut out the repetitive data entry. After exploring what Zoho has to offer, it seems like Forms might be the best way to go? We would want to update a Contact & create a Deal associated with said Contact. Is this possible to do on one Form or will we need a seperate "Contact Template" and "Deal Template"?