Service
Forms & Surveys
Capture more leads, gather actionable feedback, and qualify prospects with intelligent forms and surveys — featuring conditional logic, multi-step flows, and instant CRM sync.
3x
More Leads
67%
Higher Completion
100%
CRM Sync
Real-time
Analytics
What's Included
Smart Form Builder
We build intelligent forms that adapt to each user's responses — showing relevant fields, hiding irrelevant ones, and guiding visitors through a frictionless multi-step experience that dramatically increases completion rates.
- Conditional logic and dynamic field display
- Multi-step forms with progress indicators
- File uploads and document collection
- Inline payment collection and processing
- Pre-fill fields from URL parameters or CRM data
Survey Design & Distribution
We design professional surveys that get completed — from NPS and customer satisfaction to market research and employee feedback — with multi-channel distribution that reaches your audience wherever they are.
- NPS and customer satisfaction surveys
- Market research and competitive analysis
- Embedded, email, and SMS distribution
- Branded survey templates and themes
- Anonymous and identified response options
Lead Capture & Qualification
We turn every form submission into a qualified, scored lead in your CRM — with progressive profiling that builds richer contact records over time and instant notifications that let your sales team follow up while leads are hot.
- Progressive profiling across multiple touchpoints
- Lead scoring integration and auto-qualification
- Auto-tagging and segmentation rules
- Instant email and SMS notifications
- Sales team routing and assignment
Analytics & Optimization
We give you full visibility into form performance — completion rates, drop-off points, field-level analytics, and A/B testing so you can continuously optimize your forms for maximum conversions and data quality.
- Completion rate tracking and benchmarking
- Drop-off analysis by step and field
- A/B testing for form variations
- Response analytics and trend reporting
- Export and integration with BI tools
Client Results
Tri-Cities Home Builder Replaces PDF Quote Forms With Smart Forms — 3x More Submissions
3x
More Submissions
67%
Completion Rate
12 hrs
Saved Per Week
"We used to email PDF forms back and forth. Now customers fill out a smart form on our site, it scores the lead, and our sales team gets notified instantly. Submissions tripled in the first month."
Forms & Survey Questions
What's the difference between forms and landing pages?
Landing pages are standalone web pages designed to convert visitors around a single offer, while forms are the data capture elements embedded within those pages (or anywhere else). We build both — but smart forms with conditional logic and multi-step flows can be embedded on your existing website, in emails, shared via SMS, or used as standalone pages. For lead generation, we often recommend combining a high-converting landing page with an intelligent multi-step form.
What are the best use cases for conditional logic in forms?
Conditional logic shows or hides fields based on previous answers, creating a personalized experience. Common use cases include: quote request forms that ask different questions based on service type, intake forms that branch based on client needs, surveys that skip irrelevant sections, and lead qualification forms that route high-value prospects to sales immediately. Conditional logic typically increases form completion rates by 40–67%.
Can you build HIPAA-compliant forms?
Yes. We build HIPAA-compliant forms for healthcare providers, therapists, and wellness businesses using platforms that offer BAA agreements, encrypted data storage, and compliant data handling. This includes patient intake forms, appointment requests, health questionnaires, and consent forms — all with proper encryption, access controls, and audit trails required for HIPAA compliance.
How do forms integrate with my CRM?
Every form we build connects directly to your CRM in real time. When someone submits a form, their data is instantly synced to your CRM as a new contact or lead — with custom field mapping, auto-tagging, lead scoring, and workflow triggers. We integrate with all major CRMs including HubSpot, Salesforce, GoHighLevel, and Zoho. This eliminates manual data entry and ensures no lead falls through the cracks.
What is conditional logic in forms and why does it matter?
Conditional logic shows or hides form fields based on previous answers, creating a personalized experience. For example, if a homeowner selects 'HVAC' as their service need, the form shows HVAC-specific questions instead of generic ones. This reduces form length, increases completion rates, and generates higher-quality leads with more relevant information. Our conditional forms achieve 67% higher completion rates than static forms.
How do smart forms compare to PDF forms or contact pages?
Smart forms dramatically outperform PDFs and basic contact pages. PDF forms can't be filled on mobile, require printing/scanning, and don't integrate with your CRM. Basic contact pages ask generic questions that don't qualify leads. Smart forms adapt to user responses, work perfectly on mobile, sync instantly with your CRM, trigger automated follow-ups, and capture 3x more submissions. They're the single highest-impact upgrade most businesses can make.
Can forms collect payments or deposits?
Yes — our forms can include payment fields that collect credit card payments, deposits, or fees directly within the form submission. This is ideal for consultation fees, booking deposits, event registration, and service packages. Payment forms integrate with Stripe and other gateways for secure processing, and transactions are automatically logged in your CRM for seamless accounting.
Are your forms HIPAA compliant for healthcare businesses?
We build HIPAA-compliant forms for healthcare providers, therapists, dentists, and medical practices. This includes encrypted data transmission, BAA (Business Associate Agreement) compliant hosting, access controls, audit logs, and secure data storage. Patient intake forms, appointment requests, and health questionnaires all meet HIPAA requirements while providing the modern, mobile-friendly experience patients expect.