Financial Glossary Header Image

Client Registration Form

Updated on March 8, 2023

Client Registration Form or CRF is a form used by a company to capture information from its clients or customers. It uses this information for its business and for providing specific or general services as per requirement and/or the area of business. CRF is used by both new as well as seasoned businesses and can be maintained physically as well as electronically. In fact most of the businesses now have digital or online CRF records.

Information captured by CRF

The CRF format varies across companies, but may include information like – Name and contact details, address, financial and family details (wherever applicable) email id as well as other fields as per business requirements.

Reasons for maintaining Client Registration Form

Reasons for maintaining Client Registration Form are:
a) For signing up clients for additional services/products/ subscriptions/customer loyalty or membership plans.
b) To create customer profiles and generate new business or to further enhance customer experience.
c) No two customers are alike in their tastes and preferences and thus they would need separate treatment, where CRF comes into play.