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Every client on one record
The person and their answers land on one contact record.
Explore Every client on one record
Forms
Form builder for agencies
Client briefs, lead forms and payment forms in minutes, with every answer saved to the right contact. Or let Chip draft the form for you.
Free plan, no card needed. Or book a demo.
Forms that start the work
Agencies use forms at every step: an enquiry form on the website, a discovery questionnaire before the first call, an onboarding form after the contract and a feedback form at the end. When those answers land in email, someone has to copy them into the CRM.
In startbuddi, every response creates or updates the contact, with answers mapped to the fields you choose. A submission can start a follow-up, tag the contact and create a task. You build the form by clicking the field types you want, or by describing it to Chip.
- Templates: Lead Capture, Client Onboarding and Discovery Questionnaire.
- Conditional logic and multi-step forms.
- File uploads for briefs and assets.
- Embed on your site, share a link or show a QR code.
- Agency templatesOnboarding and discovery questionnaires.
- Answers on the contactNo copying into the CRM.
- Logic and stepsAsk only what matters.
- Follow-up automationsA reply and a task per submission.
Build with Chip
Describe the form. Chip builds it.
One sentence, and Chip drafts the fields. Or start from Client Onboarding or Discovery Questionnaire.
- "Generate with AI" from one sentence
- 12 templates for business, agency, healthcare, real estate, education and restaurants
- "Ask Chip" suggests fields while you build
Logic and steps
Only ask what matters.
Show, hide or skip questions based on earlier answers, or go one question at a time.
- When … Then …: Show, Hide, Make required, Jump, End the form
- Multi-step: one question per screen, like a conversation
- Rules from plain English, built by Chip
Into your contacts
Every answer on the right contact.
Map answers to contact fields and record who agreed to marketing.
- "Add or update submitter in CRM"
- "Save answer to contact property"
- "Counts as marketing consent" on the fields you choose
Same workspace
The form is where the work starts.
What happens after someone submits is already set up in the same workspace.
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Follow-ups that run themselves
A submission can send a reply, tag the contact and create a task.
Explore Follow-ups that run themselves
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Pages that sell
Put the form on a landing page, your link in bio or your own site.
Explore Pages that sell
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Invoices that get paid
Quote or invoice the person from the same record.
Explore Invoices that get paid
Plans
Forms on every plan
Free includes 1 live form with unlimited responses, Starter 20 forms, and Growth and Scale have no limit. Follow-up automations unlock on Starter.
- Free Included, free forever $0
- Starter Included, 30-day trial $29/mo
- Growth Included, 30-day trial $79/mo
- Scale Included, 30-day trial $199/mo
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Questions people ask
Is it a drag-and-drop form builder?
No. You click a field type to add it, and Chip can draft the whole form from a sentence. It is quick, but we will not call it drag-and-drop.
Can clients upload files through a form?
Yes. Add a File upload field for briefs, logos and assets.
Can a form start a follow-up?
Yes. A submission can start an automation that sends a reply, tags the contact and creates a task. Automations unlock on Starter.
How many forms can I have?
Free includes 1 live form, Starter 20, and Growth and Scale have no limit.
Build your first form in a minute.
Describe it to Chip or start from a template, share the link and watch contacts arrive. Free to start.
Free plan available. Every paid plan starts with a 30-day trial.