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Form Builder

Collect the right details
before the work even starts.

Build intake forms, onboarding questionnaires, and lead capture forms that feed straight into your CRM and booking workflow. Stop starting every project from a blank page.

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4,000+ businesses · Free plan available · No card needed
Custom
Intake flows per service type
0
Manual copying into CRM
Auto
CRM record created on submit
Free
Form builder on free plan
Custom questions

Capture what you actually need

Text, select, checkbox, date, file upload — build questions around your real intake process. Conditional logic shows the right next question based on previous answers.

Text, dropdown, checkbox, and file upload fields
Conditional logic — show fields based on answers
Required fields and validation rules
Multi-step forms for longer intake processes
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Text, dropdown, checkbox, and file upload fields
Conditional logic — show fields based on answers
Required fields and validation rules
Multi-step forms for longer intake processes
CRM sync

Zero re-keying

Every form submission creates or updates a contact in your CRM. Name, email, service interest, budget — all mapped automatically. No copying from a Google Form into a spreadsheet.

Contact created or updated on every submission
Intake answers attached to the client record
Trigger automations and sequences from form events
Chip reads form responses to prep you for the call
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Contact created or updated on every submission
Intake answers attached to the client record
Trigger automations and sequences from form events
Chip reads form responses to prep you for the call
Getting started

Up and running the same day you sign up.

01

Build the form once

Match the questions to the information your team always needs before work starts. Takes about 10 minutes.

02

Attach it to the flow

Link it to a booking service, embed it on your site, or share a direct link. It runs itself.

03

CRM does the rest

Submission creates the contact, attaches the responses, and triggers whatever should happen next — welcome email, task, booking confirmation.

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“
From intake forms to booking to invoicing, it all flows together. My clients get a seamless experience and I finally have time to breathe.
Tiwalade Joanna Okedara-Kalu
Tiwalade Joanna Okedara-KaluCareer Coach & CEO, startbuddi · Lagos

Simple, transparent pricing.

Free plan available. Paid plans from $4.99/mo. Everything included — no per-module pricing, no hidden fees.

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Common questions

Plain answers.

Still have a question? Our team is happy to help.

Talk to us
Can forms be different for different services?
Yes. Each service type can have its own intake form with different questions and logic.
Do form responses go into the CRM automatically?
Yes. Every form submission creates or updates a contact in your CRM with all the intake data attached.
Does it support conditional logic?
Yes. Show or hide questions based on previous answers, so clients only see the questions that are relevant to them.
Can forms collect file uploads?
Yes. Clients can upload supporting files, references, or documents as part of the intake process.
Can forms trigger automations?
Yes. A form submission can trigger a welcome email, a task creation, a CRM tag, or a booking confirmation — or all of the above.

Form Builder pairs naturally with

CRMForm submissions become CRM contacts automatically.Explore
BookingsIntake forms collected at the point of booking.Explore
AutomationsForm submission triggers welcome sequences.Explore
Chip AIChip reads form responses to brief you before every call.Explore

Try the full workspace, free.

Start on the free plan. Explore every module. Grow into the tools you need as your business grows — with no rebuilding required.

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Free plan available · Paid from $4.99/mo · Cancel anytime · No card to start