FormSafe automates your B2B credit application workflow, streamlines trade reference requests, and eliminates manual follow-ups. Save 5+ hours per week with intelligent automation that gets 90% faster responses.
Every delayed reference costs you time, money, and risk
Manually tracking references, sending follow-ups, and compiling responses in spreadsheets
Trade references that ignore requests, forcing you to make decisions with incomplete information
Approving customers without complete reference checks leads to costly write-offs
FormSafe handles the entire credit application and reference collection workflow
Send professional credit applications with one click. Your customers fill out their info and trade references online.
FormSafe automatically emails all trade references the moment your customer submits their application.
Automated reminders are customizeable to be sent using the rules you assign. No more manual follow-up and tracking in spreadsheets.
See exactly which references have responded, who's overdue, and what applications need your attention.
Always Transparent
Available after launch
We're continuously building features to make FormSafe even more powerful.
Tailor application forms to match your specific business requirements and workflows.
White-label solution with your company branding throughout the entire customer journey.
Seamlessly connect with Salesforce, HubSpot, SAP, QuickBooks, and NetSuite.
Direct integration with major credit bureaus for instant credit checks and reporting.
FormSafe automates the entire reference collection workflow — from sending branded customer forms to requesting trade references, to automated reminders for non-responders. Customers submit once and your team sees responses in a real-time dashboard, saving hours per week.
Yes. FormSafe is designed to fit into your current credit approval flow. Export data, download reports, or connect via API/webhooks so new reference data flows into your accounting or CRM systems.
Automated reminders, clear branded forms, and one-click responses make it far easier for references to reply. Many customers see response rates improve significantly within weeks of using FormSafe.
We offer dedicated email support and guided onboarding for new customers. We'll help you set up forms, templates, and notification schedules so your team gets value quickly.
Request a free demo using the form on this page. We’ll walk you through a real setup with your data and show how FormSafe reduces manual work and improves decision-making.
Automate your reference workflow and focus on growing your business.
Have questions? Email us at team@getformsafe.com