Online forms and surveys
An online form builder that writes every answer straight to the contact record, tags the person and starts the follow-up the moment they press submit. Forms, multi-step surveys and scored quizzes all live on the same record as your pipeline, so no enquiry waits for someone to read an email notification.
- Short and long text
- Dropdowns
- Checkboxes
- Date picker
- File upload
- Signature
- Monetary amount
- Score
- Calculated field
- Payment
- Terms checkbox
- Captcha
- Hidden source
Your forms collect answers that nobody acts on
Most companies already have a form builder. The trouble is what happens after submit. The answers land in an email notification, someone copies them into the CRM when they get a minute, and the person who filled in the form waits. By the time they hear back, they have spoken to someone else.
Surveys go the same way. Feedback is collected, exported to a spreadsheet and read once. Nothing in the business changes because of it. Here, every form, survey and quiz writes to the same record your sales, marketing and service work runs on, so an answer can start the next step on its own.
Answers sit in an inbox
Form notifications are read late, forwarded, and sometimes lost.
Details are re-keyed by hand
Someone copies names and answers into the CRM, with mistakes.
Every enquiry looks the same
A large project and a casual question get the same slow reply.
Survey results go nowhere
Feedback is exported, read once and never linked to a client.
Submit is the first second,
not the last step.
From submit to a personal reply, before anyone opens an inbox
The capture half of the lead journey: what happens in the first seconds after a form is completed.
Instant lead response
- Trigger
Form or ad lead
Website form, ad form or portal email
- Trigger
Message or missed call
Chat, social, WhatsApp or phone
Form submitted
Every answer, plus the page and campaign it came from, lands on one contact record.
InstantFind the contact
Match on email or phone
- New contactNot in the CRM yet
First reply sent
A personal reply goes out on the channel the enquiry came in on, with a link to book.
Under 60 secondsWait for an answer
Up to 2 minutes
Answers read
The answers and any free text are read, so the right follow-up and the right owner are chosen.
Seconds- Ready to talkWants a call or a time
Call-back within 5 minutes
The owner is connected to the lead
Owner alerted
The person responsible gets the enquiry, the history and the next step on their phone.
InstantDeal opened
A deal is created in the pipeline with its source, so the enquiry is tracked to the outcome.
Instant- Done
- Just lookingNo time yet
Moved to nurture
Useful follow-up on a rhythm
- End
- Ready to talkWants a call or a time
- Existing clientAlready in the CRM
Sent to their account owner
With the full history attached
Owner notified
By text and in the app
- End
- New contactNot in the CRM yet
Where form enquiries leak today
Count the enquiries your forms already produce and see how many never become a conversation. Use your own figures.
Based on the figures you entered
This is your own arithmetic on the figures you entered, not a result levelpartner.ai has produced for anyone.
How this is calculated
value of a booked meeting = your close rate × first-year value
low estimate: enquiries with no reply × your conversation rate × your booking rate × value of a meeting
high estimate: the low estimate + enquiries replied to without a conversation × your booking rate × value of a meeting
The low figure counts only enquiries nobody replied to. The high figure adds enquiries that got a reply but never became a conversation. Not every one of them was winnable.
Worked example. 100 enquiries, 80% replied to, 60% of those reach a conversation, 40% of conversations book, 25% of meetings close at 5,000: 20 enquiries get no reply and 32 never reach a conversation, roughly 6,000 to 22,000 of first-year revenue at stake each month.
A form builder and survey software on the same record as your CRM
Forms, surveys and quizzes are built in one place and every response belongs to a contact, not to a spreadsheet.
A drag and drop form builder
Build enquiry, application and order forms by dragging fields into place: text, dropdowns, checkboxes, dates, file uploads, signatures, monetary amounts, a terms checkbox and a captcha. Any contact or deal custom field can be dropped in, so a custom form builder project becomes an afternoon.
Conditional logic that qualifies
Rules show or hide fields, show a message, send the visitor to a page or disqualify the lead, based on any answer. Conditions combine with and or or, and run top to bottom. On a booking form a disqualified answer stops the booking before it is made.
Online survey software with branching
Surveys run one question per slide and jump to a different slide depending on the answer, which keeps long questionnaires short for each person. Calculated fields add up scores, quantities or estimates from the answers as the visitor types.
Scored quizzes with a results page
Give answers points, total them into a score, a category or a tier, and show a results page with a button to the right calendar. The score is written to the contact, so a workflow can follow up by result.
A website form builder that embeds anywhere
Use a form on a page built on the platform, embed it on your own site with a snippet or share it as a link. A hidden source field records where the enquiry came from, and returning visitors can be remembered so they do not type their details twice.
Every answer starts something
A submission can create or update the contact, add tags, open a deal, assign an owner, send an internal alert and an automatic reply, and start a workflow. The enquiry is answered while the person is still on your page.
- Fields name, email, phone, project type, budget
- If project type is "new website", ask timeline
- On submit create contact, tag "website enquiry"
- Then send a reply with a booking link
- And open a deal and alert the owner
A form that qualifies, in four decisions
The builder is quick. The thinking is what makes the form earn its place on the page.
Ask only what decides the next step
Name, a way to reply and one or two questions that choose the owner or the offer. Everything else can be asked on the call.
Map each answer to a field
Use contact or deal fields, not loose text, so answers can filter a smart list, set a deal value or appear in a report.
Add the rules
Show follow-up questions only when they apply, disqualify what you cannot serve and send good fits straight to a booking page.
Wire the submit
Tag the contact, open the deal, alert the owner and send a reply with a booking link, all from the same submission.
A standalone form tool against forms on the platform
Separate form tool
- Answers arrive as an email notification
- Someone copies them into the CRM
- Follow-up starts when someone has time
- Survey results live in a spreadsheet
Forms on the platform
- Answers write to the contact record
- No copying, no second login
- A reply goes out the moment they submit
- Every response is linked to a person
The form itself looks much the same. What changes is that nothing waits for a person to move the answers.
A form is where an enquiry starts, not where it ends.
Forms feed every other feature
A form is only as useful as what happens after it. These are the features forms connect to most.
Built for four kinds of business, equally
The same online form builder, with questions in each industry's own terms.
Agencies
Agencies use project briefs and onboarding questionnaires that open a deal and brief the account lead.
Consultants
Consultants use discovery questionnaires and feedback surveys that land on the client record before calls.
Mortgage brokers
Brokers use fact-find and document request forms that start the case and chase missing details.
Real estate
Agents use valuation and viewing request forms that reach the right agent with the property attached.
One licence, no tiers
Every feature is available on one licence, with no tiers to climb and no per-seat fees. Usage is billed as used, including WhatsApp, premium workflow steps, local listings sync and AI; implementation and custom work are priced separately and agreed before any work starts.
levelpartner.ai
€7,512
a year, the platform licence
- Every feature is available on one licence, with no tiers
- Unlimited users and unlimited contacts, no per-seat fee
- 30 hours of onboarding included, plus a 30-day check-in after launch
- Implementation beyond the included hours at €85 an hour, scoped and approved first
- Custom builds quoted to scope
- Usage billed as used: email, SMS, calls, WhatsApp, AI, premium workflow steps and local listings sync, at published rates
Guides worth reading first
Online form creator: how it works and how to set it up
Plan the data before you build. With an online form creator, map each answer to a contact field you can filter, report and automate on from day one.
Create online survey: how it works and how to set it up
Create online survey questions that branch on each answer, write results to the contact and start a next step for every group of respondents.
Lead capture form: how it works and how to set it up
A lead capture form is only as good as the minute after submit. Learn which fields to ask for and how to wire an instant reply, an owner and a booking.
Questions buyers ask
What is the best online form builder for a growing company?
The one whose answers go straight into the system your team already works in. A good-looking form that only sends an email still leaves someone to copy the details across. Here, every form writes to the contact record and can start follow-up on its own.
Is there a separate charge for forms and surveys?
No. Forms, surveys and quizzes are part of the platform licence. Messages sent after a submission, such as SMS and email, are billed as used.
Can I use the forms on my existing website?
Yes. Each form can be embedded on any site with a short snippet, used on a page built on the platform, or shared as a link. If you would rather keep a form you already have, a tracking script can capture standard HTML form submissions from your site into the CRM; forms inside an iframe or a third-party widget are not captured that way.
Can a survey route people differently based on their answers?
Yes. Questions can branch to different slides, answers can carry a score, and the score or a specific answer can decide which workflow starts, which tag is added and who owns the contact.
How long should an enquiry form be?
As short as the next step allows. Ask for a way to reply and the one or two answers that decide who calls back and what they offer. If you need a full fact-find, send it after the first conversation, when the person has a reason to finish it.
Can we take a payment or a signature on a form?
Yes. A payment element takes a card through your connected payment provider, and a signature field captures consent or agreement on the form itself. For a full contract, use a document sent from the deal instead.
Should we use it for anonymous staff surveys?
Not if anonymity matters. Every response here belongs to a contact, which is the point for client feedback but the wrong design for an anonymous engagement survey. Use it for named pulse checks and client surveys, and a dedicated tool where people must not be identifiable.
Can we move our existing forms across?
Yes. Existing forms are rebuilt during onboarding, with the same fields and the follow-up you want behind them. Past responses can be imported to the contact records they belong to.
See what your forms could start on their own
Bring one form that produces enquiries today. We will look at what happens after submit and tell you honestly what is worth changing.
Book a strategy call
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