Every enquiry lands in your CRM, ready to answer.
- All in every plan
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.
Contacts and CRM
Each answer is saved on the customer's record, so the whole team sees it.Automations
A form being sent can start a reply, a task, or a booking reminder on its own.Payments
Forms that take payment use the same card processor as your invoices and store.Websites and stores
Forms sit on your website, landing pages, and funnels wherever visitors need them.
Who uses it
Kinds of business that lean on this area most, and how they put it to work.
See every use caseHome services
Missed calls get a text back, and quotes go out that customers pay from their phone.Professional services
Enquiries book a consultation into your calendar and get followed up until they answer.Coaches and consultants
Discovery calls book themselves, and clients get your programs and invoices in one portal.Med spas
Clients book treatments with a deposit, get reminded, and come back for their next session.
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
By continuing you agree to the Terms of service and Privacy policy.