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Forms and quizzesWin more leads

Every enquiry lands in your CRM, ready to answer.

Forms, surveys, and quizzes collect the details you need before the first call, and some can take payment too.
  • All in every plan
sampleA one-page website with a booking form.

Everything in Forms and quizzes

  • Forms

    Put contact, booking request, and intake forms on your website, landing pages, or a shared link. When a new patient fills in a dental practice's intake form, a record is created with their answers already on it. Your team can reply straight away instead of copying details from an inbox.

  • Surveys

    Surveys ask questions over several short steps and can skip questions that do not apply. A kitchen fitter can ask about room size, budget, and timing before booking a site visit. You spend sales calls on people who are a good fit.

  • Quizzes

    Scored quizzes give each visitor a result page based on their answers, and ask for an email to see it. A skin clinic might run a quiz on which facial suits your skin type. Each person who takes it becomes a lead you can follow up with.

  • Take payment in forms

    Collect a deposit or a full payment inside the form itself. A personal trainer can take payment for a starter block of sessions as part of sign-up. The same checkout also handles free sign-ups, like a waiting list or a free class.

  • Save and resume

    People can save a long form and come back to finish it later. A clinic's detailed medical history form no longer gets abandoned halfway through. You can also set dates when a form opens and closes, which suits course enrolments or seasonal offers.

  • Submission PDFs

    Each completed form can be turned into a PDF and kept with the customer's record. A consultant can keep a signed engagement questionnaire on file without printing anything. It is easy to share the PDF with a colleague or attach it to a job.

  • Extra offers at checkout

    Add one more product to the checkout step of any form. A salon taking a deposit for a cut and color can offer a take-home treatment for a small extra charge. Customers tick a box to add it, and it is charged in the same payment.

What we set up for you

Done by our team on Grow and Scale, free when you pay yearly.

How our team works
  • We build your enquiry, intake, and booking request forms and place them on your site.
  • We move the forms you use today across and make sure answers land in the right fields.
  • We connect each form to the follow-up that should happen after it is sent.
  • We train your team to edit forms and find submissions on each customer record.
  • We check your forms over time and fix any that stop sending answers through.

Works with

The areas this one hands work to, and gets work from.

Who uses it

Kinds of business that lean on this area most, and how they put it to work.

See every use case

Let us set up your CRM.

Start the trial, or talk it through with the person who would build your account.

Prefer to talk now? Call +1 833-719-7466.

  • Setup, data moves, and training by our team, free on yearly
  • 14 days to try it on your own business
  • Usage rates published before you spend

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