Let us help you gather vital new leads for your business. Collect information from any device and optionally save them into a third party service like Salesforce.
Lead Capture Form
Increase lead generation and conversion rates when you use the Lead Capture Form template from Formsite. Don't miss out on potential new customers by using outdated lead forms. Formsite forms are easy to integrate into any website, so you can quickly create a lead generation form and start filling your sales funnel with website visitors. You can also use the form on a dedicated landing page, social media or to capture more leads from your email list.
Start with a compelling call to action and then capture quality leads using a user-friendly lead capture form that works on any device. Collect important contact information so that your sales team can quickly follow up with new leads. Never miss out on potential customers again. Use our prebuilt lead form template or quickly build a new form that better suits your needs. Choose from a variety of form fields to collect the information you need like phone number or email address. Each form also comes with optional email notifications so that you can increase conversion rates by notifying your sales team right away. A variety of export options, including Excel, make it easy to sync lead data with Salesforce, Hubspot and more.
Streamline your referral process with the easy-to-use Referral Form Template from Formsite. This flexible template can be used as a patient referral form or a quick way for customers to make a referral for an incentive program. The online referral form easily integrates with a variety of web platforms and is fast to set up and install. You can also create a unique link to the form so that it can be shared on social media.
Our prebuilt referral form template gives you everything you need to quickly set up an online referral program. However, the form can also be customized to meet the needs of a variety of other businesses and organizations, including healthcare providers. Use the form to gather patient information in order to make a referral to another physician or department. Perfect for use in an emergency department or urgent care facilities that often refers patients to other specialties such as cardiology, urology, behavioral health and more. Works great on desktop or any mobile device. HIPAA compliance is also available.
Client Intake Form
Create an outstanding customer service experience right from the start with a Client Intake Form Template from Formsite. Gather all of the information you need to build a great relationship with new clients as soon as they come on board. This user-friendly new client intake form template helps businesses streamline the onboarding process. In addition to gathering necessary information such as client contact information or personal information, you can also customize the template to ensure you are asking all the right questions during the intake process. It is the perfect way to ensure that new business becomes recurring business.
This template comes with handy features like drag-and-drop form builder functionality and custom branding capabilities. Customizing the Client Intake Form Template to work for your business needs is a snap. Excellent for law firms, real estate agencies, small businesses and more. You can also take advantage of administrative features like email notifications that let your team know when a new client form has been submitted.