Capture, qualify, and segment your leads in one system

Collect data, qualify leads, and personalize your follow-up using forms, multi-step surveys, and interactive quizzes - all fully connected to your CRM and automation.

DATA CAPTURE SYSTEM

Three tools, one powerful system

Forms, surveys, and quizzes all work together to collect information, qualify leads, and trigger automation — whether you're capturing a simple email or running a full assessment.

Forms

Simple, direct data capture on a single page.

Surveys

Multi-step flows for deeper qualification and feedback.

Quizzes

Interactive, scored experiences with personalized results.

Fully connected

All submissions feed directly into your CRM and workflows.

FORMS

Fast, flexible data capture anywhere

Forms are the simplest way to capture leads, collect information, and trigger follow-up — perfect for opt-ins, applications, bookings, and more.

Flexible layouts

Single column, multi-column, or inline field layouts.

Custom fields

Capture any type of data — text, numbers, dropdowns, files, signatures.

Payments inside forms

Collect one-time payments directly during submission.

Conditional logic

Show, hide, redirect, or disqualify based on answers.

SURVEYS

Multi-step flows for deeper insights

Surveys break questions into steps, making it easier to collect detailed information without overwhelming the user.

Slide-based experience

One question per screen for higher completion rates.

Advanced branching

Send users down different paths based on answers.

Progress tracking

Show completion percentage to keep users engaged.

Disqualification logic

Automatically filter out unqualified responses.

QUIZZES

Interactive experiences with personalized results

Quizzes go beyond data collection — they create engaging, scored experiences that segment your audience and deliver personalized outcomes.

Scoring engine

Assign values to answers and calculate results automatically.

Category-based results

Segment users into different outcomes or “types.”

Dynamic results page

Show personalized messages, content, and offers.

Branching paths

Create completely different journeys based on responses.

SMART LOGIC

Make every experience dynamic and personalized

Conditional logic allows you to change what users see based on their answers — making every form, survey, or quiz feel tailored.

Show/hide fields

Reveal only relevant questions based on responses.

Redirect logic

Send users to different pages based on their answers.

Score-based actions

Trigger outcomes based on calculated scores.

Lead qualification

Automatically filter and segment leads.

USE ANYWHERE

Place them wherever your audience is

Forms, surveys, and quizzes can be used across funnels, websites, and external platforms.

Funnels & websites

Drag and drop directly into your pages.

Embed anywhere

Use iframe code on any external site.

Direct links

Share standalone links via email or social.

QR codes

Capture leads from offline events instantly.

AUTOMATION & CRM

Every submission triggers your system

The moment someone submits a form, survey, or quiz, your CRM updates and your automation takes over.

Contact creation

Create or update contacts instantly.

Tagging & segmentation

Organize leads based on answers or scores.

Workflow triggers

Send emails, texts, and follow-ups automatically.

Score-based automation

Trigger different flows depending on results.

ADVANCED CAPABILITIES

More than just collecting information

Go beyond basic forms with advanced features that allow calculations, personalization, and deeper insights.

Math calculations

Build calculators like pricing, ROI, or scoring tools.

File uploads

Collect documents, images, and files directly.

Signatures

Capture digital signatures within submissions.

Custom objects

Track additional data beyond standard contacts.

HOW IT ALL CONNECTS

From submission to segmentation to automation

A user submits a form, survey, or quiz — their data is captured, analyzed, and used to trigger personalized follow-up automatically.

1

Capture

Collect data through forms, surveys, or quizzes.

2

Qualify

Segment and score leads based on responses.

3

Automate

Trigger personalized follow-up and next steps instantly.