Smart intake journeys that adapt to every customer
Multi-step branded forms with conditional logic, real-time calculations, and score-based routing.
Shared as a single link.
Looking for outbound sends instead? See Targeted Outreach →
The builder
A visual editor that feels like designing, not configuring. Drag fields, reorder steps, and see your flow take shape in real time.
Drag-and-drop everything
Drag fields onto the canvas, reorder steps with a grab, and rearrange entire sections. No code required.
Live preview
Toggle test mode to see exactly what your respondents see. Fill in sample data, trigger conditions, and verify the experience before publishing.
Undo, redo, and relax
Full undo/redo history means you can experiment freely. Every change is reversible with a single click.
Logic & calculations
Show the right questions to the right people. Calculate prices, scores, and totals in real time. Route submissions based on the answers.
Conditional show/hide
Fields and entire steps appear or disappear based on previous answers. Nested AND/OR groups let you build conditions as simple or sophisticated as you need.
Auto-calculate from answers
Build pricing formulas, risk scores, or qualification totals that update in real time as customers fill in each field. Supports SUM, IF, AVERAGE, and 16 more functions.
Score thresholds
Assign point values to answers and define thresholds that trigger different outcomes. A score above 80 routes to the sales team; below 40 gets a follow-up email. You define the rules.
Outcome routing
Different answers lead to different outcomes: redirect to a thank-you page, trigger a contract, send a notification, or route to a specific team member. All configurable from the builder.
100+ templates across 9 layout themes
Every flow gets a layout that fits the context. Choose a theme in the setup wizard and switch anytime without losing your content.
Vertical
Classic single-column flow. Clean and focused.
Split
Branded panel on the left, form on the right.
Hero
Bold brand header with a floating form card.
Stepper
Numbered step indicator with clear progression.
Magazine
Sidebar navigation with content sections.
Two-column
Side-by-side fields for denser forms.
Plus 3 more: Card, Full-page, and Conversational. All switchable from the setup wizard.
Share your flow everywhere
One link powers every channel. Embed on your site, share on social, print a QR code, or drop it in an email signature.
Embed widgets
Four embed modes: inline, popup, slide-in, and chat bubble. Copy a snippet and paste it into any website or landing page.
QR codes & print
Generate a QR code for flyers, business cards, or signage. Customers scan and start the flow instantly on their phone.
Social & email
One-click share to 6 platforms with pre-filled OG metadata. Add your flow link to email signatures, newsletters, and campaigns.
113 industry templates
Start with a flow built for your industry. Every template includes pre-configured fields, logic, and layout. Customize in minutes.
What happens after submit
Every response enters a live pipeline. No spreadsheets, no inbox digging. Just a real-time board of every submission across every flow.
Pipeline that closes deals
Drag submissions across custom stages, assign owners, add tags. Built for the way service businesses actually close.
See the pipelineLiving links
Customers track their own status in a branded URL. No login, no follow-up calls, no "did you get my form?"
See Living LinksSign and pay in one step
ESIGN-compliant contracts auto-populated from form answers. Stripe payments collected the same day.
See contract workflowsTeam workflow built in
Owner assignment, internal notes, reply threads, search across every flow. Your team always knows what to act on.
See team featuresReady to turn outreach into action?
Build your first guided flow in minutes. Collect responses, route submissions, and close the loop, all from a single link.
Free 7-day trial.