forms
Smart forms connected to your CRM
Create unlimited forms that capture, qualify, and automate actions from the very first click. No coding and no friction.
Forms that do more than just collect data
What are forms in Clientify?
Create 100% customizable and unlimited forms, connected to your CRM and capable of activating automations from the very first second.
Every submission comes directly with segmentation, scoring, and automatic follow-up. This way, you convert more and manage less.
Key benefits of using connected forms
Why use forms in Clientify?
- More effective capture: every form triggers automatic actions.
- Instant segmentation: classifies and tags each lead from the submission.
- Integrated automation: launches campaigns, tasks, or assignments in real-time.
- Unlimited forms: no restrictions to grow and test.
- Centralized data: everything is recorded in the CRM with full traceability.
How can you apply it?
Use cases: Forms in action
Education
Academic interest form: leads sign up for events or download educational content with automated follow-up.
Industry and manufacturing
Technical quote request: forms collect key needs and automatically route to sales.
IT and software
Demo or support registration: depending on the form type, a sales or technical support path is initiated.
Marketing agency
Lead acquisition from campaigns: forms integrated with downloadable resources that segment and score each lead.
Travel agency
Custom travel form: gathers preferences, interests, and triggers emails or campaigns based on the destination.
Health, beauty, and wellness
Appointment booking: allows managing registrations, sending reminders, and activating customer service flows.
They already use Clientify
BOOST YOUR RESULTS WITH forms
Try ALL the features for 14 days for free.
14 days free with unlimited access to ALL Clientify, and then choose the tools you want to use (and pay for).
Better to decide once you’ve tried it, don’t you think?
CLIENTIFY CONSULTING TEAM
Count on a Clientify expert by your side for 4 months. We provide unlimited help to implement your new platform from start to finish.
And then what? Keep getting all the help from Clientify to digitize and scale your business.
