Simplify client intake and lead forms.

Offer contracts, forms, and questionnaires to your clients and leads. Customize the questions, add your branding, and collect the information you need. Answers are emailed to you and stored on the contact's record.

Perform customized actions after a form is filled out, including granting access to resources like courses, communities, videos, call packages, and more, while tagging contacts so you can easily find those who filled out the form.

Use forms to collect leads and offer free downloads, get feedback, or gather information from your clients. Combine forms with the flexibility of the page builder for a completely on-brand experience.