CRM feature

Forms that qualify, not just collect

A contact form that emails you a name and a sentence wastes the best moment you will ever have with that person. These forms ask the two or three questions that let you quote, and start follow-up the second they submit.

Conditional logic
Validation that helps
Automation triggers
Source tagging

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Lead inbox — illustrative demo

DW
Derek Wallis
Water heater, no hot water
Local Service Ads
2m
MA
Maria Alvarez
Quote for repipe
Website form
18m
RT
Ray Tolliver
Asked for Thursday
Missed call text-back
1h
SK
Sandra Keye
AC tune-up promo
Meta lead form
3h

Illustrative interface — not live customer data

Capability

Form and survey capability

Multi-step forms that feel shorter than they are
Conditional fields based on earlier answers
Required-field validation with clear, specific errors
Entered values preserved when validation fails
Duplicate submission prevention
Hidden source and campaign fields on every submission
File upload for photos of the job
Instant acknowledgement and internal notification
Automation triggered by answer, not just by submission
Embeddable on your site or hosted as a standalone page

Better data, faster quotes

Property type, urgency and service asked up front means the callback is a quote, not an interview.

Routing by answer

A commercial enquiry can notify a different person than a residential one.

Accessible by default

Labels, focus states, error announcements and keyboard operation are not optional extras.

Limits and honest caveats

Long forms reduce completion — we usually recommend fewer fields, not more
File uploads are subject to size limits on the platform
Automated replies require the messaging channels to be configured first

About the forms on this site

Until a lead destination is connected, forms here run in preview and tell you plainly that nothing was transmitted. We would rather show that than a confirmation screen that is not true.

FAQ