Forms

Customizable forms for intake, onboarding, surveys, or service requests. Every submission flows directly into your Method:CRM workflows.

What This Module Includes

Build forms that capture exactly what you need — and automatically trigger the workflows that keep your business moving.

  • • Fully customizable form builder
  • • Support for text fields, dropdowns, checkboxes, uploads, and more
  • • Conditional logic for dynamic form flows
  • • Automated creation of leads, activities, work orders, or tasks
  • • Email notifications for staff and customers
  • • Public or authenticated form access
  • • Embed forms directly into your website or customer portal
  • • Clean, mobile‑friendly layout for all devices
Form Flow Diagram Placeholder

Capture Information With Confidence

Whether you're onboarding new clients, collecting service requests, or gathering feedback, your forms adapt to your workflow and ensure every submission is captured cleanly.

No more manual entry — everything flows directly into Method:CRM, ready for your automations to take over.