Forms & Surveys

Capture the right information, right when you need it.

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Make gathering information simple and streamlined

JuicyCRM’s Forms & Surveys feature helps you collect client details, feedback, and enquiries effortlessly.

Create branded, mobile-friendly forms for client onboarding, feedback, lead capture, or testimonials in just a few clicks. You can embed them on your website, link them in emails, or share them directly with clients. Every submission is automatically saved to your CRM, so nothing gets lost and follow-up becomes a breeze.

No more juggling Typeform, Google Forms, or messy spreadsheets – JuicyCRM keeps it all in one tidy place.

JuicyCRM: Your Business Command Centre | Forms & Surveys

Why JuicyCRM is your go-to for smart data collection:

  • Streamline your onboarding process with custom forms
  • Gather feedback, testimonials, or preferences with ease
  • Embed forms on landing pages, websites, or send via link
  • Automatically trigger follow-ups based on form responses
  • Keep all responses stored neatly within each contact profile
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JuicyCRM: Your Business Command Centre | Stylish home office setup with computer showcasing client testimonials.

Inside the Juicy toolbox:

  • Drag-and-drop form builder
  • Conditional logic and custom fields
  • Branded forms and embedded links
  • Survey-style questions and rating scales
  • Auto-assign tags or trigger workflows from submissions
  • Flow information into the contact details
  • Email answers to yourself and/or the customer
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Tools replaced:

  • Google Forms
  • Typeform
  • Jotform
  • SurveyMonkey
  • Paperform

Ready to ditch duct-taped forms and endless spreadsheets?

Book your JuicyCRM demo today and see how effortless data collection can be.

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