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Analytics Track bookings, revenue, performance, and client trends from the workflows already happening in startbuddi. Form Builder Build intake forms, onboarding forms, and service questionnaires that feed straight into your workflow. Tasks & Projects Turn delivery into clear task flows tied to real clients, bookings, and deadlines. Chip AI Assistant Chip sits on top of your bookings, CRM, invoices, and payments so you can… Marketing Hub Track campaigns, schedule posts, reactivate past clients, and connect marketing effort to revenue. Invoicing & Billing Create branded invoices, automate reminders, and keep every outstanding payment visible. CRM & Client Management Keep bookings, notes, forms, invoices, and follow-ups in one clean client timeline. Bookings & Scheduling Give clients one branded booking link for sessions, deposits, reminders, and self-serve rescheduling.
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Form Builder

Forms that feed your CRM automatically.

Build intake forms, lead capture pages, and surveys. Every submission auto-creates a CRM contact and can trigger a booking request, email sequence, or automation.

Build and publish a form in under 5 minutes — no code

Start free — no card

★★★★★4,000+ service businesses · free plan available

Form submitted ✓

CRM record created

Automation triggered

Welcome email sent

app.startbuddi.com/forms

Client intake form

Full name

Enter text...

Service needed

Select ▾

Budget range

Select ▾

Tell us more

Type here...

✈ Submit enquiry

<5min

to build and publish a form — drag, drop, share

Auto

CRM contact created on every form submission

No code

drag-and-drop builder — no developer needed

∞

form fields — text, file upload, signature, conditional logic

Drag-and-drop builder

Build any form without writing a line of code.

Drag, drop, reorder. Add text inputs, dropdowns, file uploads, signature fields, and conditional logic — all from a visual builder. Embed on your website or share as a standalone link.

Text, paragraph, dropdown, checkbox, date, file upload, signature
Conditional logic — show fields based on previous answers
Multi-step forms with progress indicator
Embed on your website or share as a standalone link

Start free

New client intake Published

Full name

Enter text...

Service needed

Select ▾

Budget range

Select ▾

Project brief

📎 Upload file...

Signature

✍ Draw signature...

✈ Submit form

Auto CRM sync

Every submission creates a CRM contact. Instantly.

When a form is submitted, startbuddi creates the CRM record, attaches the form response, and triggers whatever you tell it to — email sequence, booking request, task, or automation.

CRM record created with all form fields mapped automatically
Form response permanently attached to the contact
Duplicate detection — updates existing records instead of duplicating
Triggers automation, email sequence, or booking flow on submit

Start free

Getting started

Your form live in under 5 minutes.

Build, share, and watch submissions flow into your CRM.

Build the form

Drag and drop fields. Add your brand colours and logo. Set conditional logic. Takes minutes.

Share or embed

Share a link or embed on your website with a single code snippet. Works on mobile out of the box.

CRM and automations fire

Contact created, automation triggered, welcome email sent — all automatically on submission.

Start free today

Everything included

Everything in startbuddi Forms.

Intake forms, lead capture, surveys, e-signatures — one form builder.

All field types

Text, paragraph, number, dropdown, checkbox, date, file upload, rating, and e-signature.

Conditional logic

Show or hide fields based on previous answers — create smart, personalised intake flows.

E-signature

Capture drawn or typed signatures. Stored securely with the form submission and CRM record.

File uploads

Clients upload PDFs, images, and documents up to 50MB. Stored on Cloudflare R2 and attached to CRM.

Automation triggers

Submit → welcome email, Chip follow-up, booking request, task creation, team notification.

Embed anywhere

Copy one embed code and paste into WordPress, Webflow, Squarespace, or any HTML page.

Everything connected

Forms connects to your full workspace.

Every submission feeds directly into CRM, bookings, and automations.

Also in your workspace

CRM Bookings Marketing Automations Chip AI

Free plan available. Paid from $5/mo

Unlimited forms on free plan · 100 submissions/month · No card needed

Start free See pricing →

FAQ

Common questions about Forms.

Answers from service businesses switching from Google Forms, Typeform, or JotForm.

Talk to us →

Can I embed a startbuddi form on my website?

Yes. Copy the embed code and paste it into any website — WordPress, Webflow, Squarespace, or custom HTML. The form renders natively and works on mobile without any extra setup.

Does form submission automatically create a CRM contact?

Yes. Map form fields to CRM fields and every submission creates or updates a contact record. The full form response is permanently attached to the contact so you can refer back to it anytime.

Can forms trigger automations?

Yes. Set any form submission as an automation trigger. Then build the sequence — welcome email, Chip follow-up, booking link, team notification, task creation. All runs automatically.

Is there a file upload field?

Yes. Clients can upload PDFs, images, and documents up to 50MB. Files are stored securely on Cloudflare R2 and attached to the CRM contact record permanently.

Can I add an e-signature field for contracts and consent?

Yes. The signature field captures a drawn or typed signature. The response is stored with the form submission and attached to the client's CRM record as a permanent record.

Is there a free form builder plan?

Yes. The free plan includes unlimited forms with up to 100 submissions per month. Paid plans unlock unlimited submissions, file uploads, e-signatures, and automation triggers.

Start today

One form submission. Your entire CRM updated.

Build intake forms, lead capture pages, and surveys that feed directly into your workspace — no manual data entry ever again.

Start free — no card

Free plan · Unlimited forms · From $5/mo · Cancel anytime