Form and quiz builder

Lead capture forms that qualify people while they type

Build forms, surveys, quizzes and applications once, publish them anywhere, and map every answer to a real contact field. Branching and scoring sort good fits from poor fits, and the submission itself can start the follow-up.

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In short

Forms & Quizzes in SaaSVisionary: Forms, surveys and quizzes that write straight into your CRM. It is part of one platform that combines CRM, business phone, AI receptionist, messaging, automation and payments for small businesses and agencies. Every paid plan includes standalone forms, with the number of forms growing by plan: three on Online, five on Pro, ten on Team and unlimited on Unlimited. Every plan includes unlimited contacts and a 14-day free trial.

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3Formats: forms, surveys and quizzes

2Ways to publish: embed or share link

1Contact record per person, updated on submit

14 daysFree trial on every plan

Why it matters

A notification email is not a lead record

Most form tools collect answers and then send you an email about them. Someone still has to read it, judge whether the person is a fit and copy the details into the CRM. Meanwhile the best prospect waits in the same pile as everyone else. When the form writes to the CRM and scores the answers itself, sorting happens at the moment of submission.

Capture

What you get with Forms & Quizzes

Drag-and-drop form builder

Add text, choice, date, file upload and other fields, mark what is required and split long forms into steps. Forms live outside the page editor, so one form can be reused on many pages.

Conditional logic

Show the next question based on the last answer. A homeowner sees different questions than a property manager, and nobody fills in fields that don't apply to them.

Answer piping

Reuse a previous answer later in the form, such as the person's first name or the service they picked, so the form reads like a conversation.

Lead scoring quizzes

Assign points to answers, total them up and show a different outcome page per result. Qualification rules can decline poor fits politely.

Answers mapped to CRM fields

Map each question to a standard or custom contact field. Each response lands on the matching contact (a new one is made if none exists), and all past responses stay visible there.

Embed anywhere or share a link

Publish to an embed code for WordPress, Webflow, Squarespace or your SaaSVisionary pages, or send a standalone link by text and email.

Instant follow-up workflows

A form-submitted trigger can send a text, create a task, move a deal, book a meeting or start a call. Answers are available as merge fields in every message.

Segments built from answers

Because answers are stored as fields, you can build a live segment like "requested a quote for a commercial property" and message it later.

How it works

Up and running in 4 steps

01
Build the form
Add your fields, set required ones and split the form into steps if it runs long. Start with the few questions that actually decide the next step.
02
Add branching and scores
Set which questions appear after which answers, attach points where they matter and create an outcome page for each score range.
03
Map and publish
Link each question to a CRM field, then place the embed code on your site or copy the share link for ads, emails and texts.
04
Connect the follow-up
Point a workflow at the form-submitted trigger, for example to text high scorers right away and add everyone else to a nurture sequence.

Example: an intake quiz that routes itself

Brightside Physical Therapy uses a short online quiz to learn about new patients before the first visit. Five questions cover the injury, insurance and preferred location. The score and answers decide what happens next, without anyone at the front desk sorting submissions.

Patients who need a same-week visit are sent straight to the booking page
Out-of-area answers show a friendly referral message instead
Insurance and location answers fill contact fields for later reporting
A workflow texts each new patient a confirmation with their answers

One place for the form, the contact and the next step

When forms sit in a separate tool, answers travel through exports or connectors that can break without warning. In SaaSVisionary the form, the contact record and the automation are the same system, so a submission is usable the second it arrives.

Phone numbers are matched regardless of formatting to prevent duplicates
Every submission is visible on the contact's timeline
Use the same form on landing pages, your main site and directories

Plans & availability

Every paid plan includes standalone forms, with the number of forms growing by plan: three on Online, five on Pro, ten on Team and unlimited on Unlimited. Forms placed inside landing pages count toward your page allowance instead. Every plan includes a 14-day free trial.

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FAQ

Forms & Quizzes: frequently asked questions

What is a lead capture form?

A lead capture form collects a visitor's contact details and a few qualifying answers in exchange for something they want, such as a quote, a consultation or a guide. In SaaSVisionary each submission creates or updates a contact in your CRM, so the lead is ready for follow-up instead of waiting in a notification email.

Can I embed the forms on my existing website?

Yes. Every published form has an embed code and a shareable link. You can place it on WordPress, Webflow, Squarespace or any site that accepts HTML, as well as on landing pages built in SaaSVisionary. Submissions from every location end up in the same CRM.

How does quiz scoring work?

You give point values to answers, and the form adds them up when the person finishes. Each score range can show its own outcome page. The score can also decide which workflow runs, for example calling high scorers right away and sending everyone else an email sequence.

Do form answers become contact fields?

Yes, if you map them. While building the form you connect each question to a standard or custom CRM field, or keep it as a stored answer. Mapped answers can be used as merge fields in messages and as filters in segments.

Can a form submission trigger an automation?

Yes. The form-submitted trigger fires as soon as someone finishes. It can start any workflow, such as sending a text or email, creating a task, moving a deal stage, booking an appointment, adding the contact to a call queue or starting an AI call.

Is this a Typeform alternative?

For many businesses, yes. You get multi-step forms, conditional logic, answer piping, scoring and outcome pages, and the answers go directly into your CRM and automations instead of needing a separate integration. If you rely on very specialized survey analytics, compare features before switching.

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