Capture Exactly the Information You Need — Every Time.

Build custom intake forms, customer surveys, and questionnaires with a drag-and-drop builder — embedded on your site, landing pages, or sent by text — with every response feeding your CRM automatically.

Be visible where customers search

Capture & schedule every lead

Follow up & nurture every opportunity

Retain, review & reactivate

Track, attribute & improve

Drag-and-Drop Form Builder

Build any form visually — text, dropdowns, checkboxes, radio buttons, file uploads, date pickers, and more — no code required.

Conditional Logic

Show or hide fields based on previous answers, so customers only see the questions that apply to them — shorter forms, higher completion.

Pre-Visit Intake Forms

Send a form by text or email before the appointment to gather job details, unit type, symptoms, or preferences — so your team arrives prepared.

Customer Satisfaction Surveys

Send a quick post-job survey to measure satisfaction, catch unhappy customers early, and request a review from happy ones — automatically.

Embed Anywhere

Embed forms on your website, landing pages, or in emails and texts — with your branding, on your domain.

CRM-Connected Responses

Every form response creates or updates a contact and fills the right CRM fields automatically — no manual data entry, no lost information.

Workflow Triggers

Form responses can trigger follow-up workflows — an unhappy survey score routes to a manager, a completed intake form books the appointment, a reactivation response sends an offer.

Response Reporting

See completion rates, response summaries, and survey results in one view — so you understand your customers and improve your service.

Can I build a form that asks for the specific information my business needs?

Yes. The drag-and-drop builder lets you add any field type — text, dropdowns, checkboxes, radio buttons, file uploads, date pickers — and use conditional logic to show or hide fields based on previous answers, so you capture exactly what you need.

Can I send a form to a customer before their appointment?

Yes. You can send a pre-visit intake form by text or email that gathers job details, unit type, symptoms, or service preferences — so your technician or stylist arrives fully prepared.

Can I run a customer satisfaction survey after a job?

Yes. Send a quick post-job survey automatically, measure satisfaction, catch unhappy customers early so you can resolve issues privately, and request a review from happy customers — all on autopilot.

Where can I use these forms?

Anywhere. Embed forms on your website or landing pages, include them in emails and texts, or share a direct link — all with your branding and on your domain.

Do form responses feed into my CRM?

Yes. Every form response creates or updates a contact and fills the right CRM fields automatically — no manual data entry. Responses can also trigger follow-up workflows, like booking an appointment or alerting a manager to an unhappy customer.