Form Builder

Enhance Data Collection with Custom Forms and Questionnaires

Create and Send with Ease

Streamlined Form Creation and Distribution Effortlessly design and dispatch custom forms and questionnaires tailored to your specific needs. Whether you're engaging leads, contacts, franchisees, or other stakeholders, our tool ensures that capturing their responses is seamless and effective. This simplifies the process of gathering critical information while maintaining engagement with your audience.

Intelligent Response Management

Contextual Data Utilization and Storage Store and reference responses as needed, or display them contextually within your system for maximum relevance and impact. Our forms are meticulously designed to integrate smoothly with other features, enhancing data collection capabilities across your platform. This integration ensures that every piece of collected information serves a strategic purpose and contributes to informed decision-making.

Template Driven for Efficiency

Optimized for Quick Deployment and Consistency Utilize pre-designed templates for common scenarios to save time and ensure consistency across your data collection efforts. Extend the functionality of our forms by incorporating them into other features, such as tracking construction status through Project Management sheets, pulling specific information directly from franchisees. This feature not only streamlines the data collection process but also enhances the overall efficiency and utility of the collected data.
Form Builder

Proprietary Form Builder for Comprehensive Data Collection


Versatile Information Gathering

Utilize our proprietary form builder to collect detailed information from leads—such as financial data and long-form applications—or from prospective franchisees ready to proceed in the process. This tool is designed to facilitate thorough data acquisition, essential for making informed decisions.

Advanced Submission Features


Enhanced Interactivity and Integration

The forms built with our tool are capable of sending and receiving links, file attachments, and images, ensuring that you can gather a comprehensive range of information. All responses and attachments are automatically integrated back into the system, streamlining data management and retrieval.

Workflow Integration Capabilities


Seamless Automation and Efficiency

Links to your customized forms can be seamlessly incorporated as part of an automated workflow. This integration enhances the efficiency of your processes, allowing for the automatic triggering of actions based on form submissions, and ensuring timely follow-ups and task management.
Form Review

Unified Form Management and Viewing


Centralized Access to Forms

Every form within the system can be viewed simultaneously, providing a comprehensive overview at a glance. This centralized approach allows for efficient management and monitoring of form submissions across your organization.

Detailed Response Analysis


Aggregated and Contextual Data Insights

Drill down into individual responses, which are aggregated in one place for detailed analysis. Additionally, responses appear contextually on the individual lead or franchisee page, ensuring that information is directly linked to the relevant profiles for easy reference and follow-up.

System-Wide Information Gathering


Extensive Data Collection Capabilities

The form builder is not only effective for collecting data from leads and franchisees but can also be utilized to gather information across your entire system. This feature is instrumental in obtaining a holistic view of operational or financial metrics, aiding in strategic decision-making and system-wide assessments.
Form Responses and Progress
Easily look at your respondents' progress as well as their individual answers. This report can be shared, pinned, and exported as necessary.
Live desktop version preview | Limited functionality